asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF0487AU
release_schedule: NO COMMENTARY
structure:
fund_features:
CFS FirstChoice Wholesale Defensive Fund aims to provide relatively stable returns with low potential for capital loss. To outperform the option’s composite benchmark over rolling three-year periods before fees and taxes.
- Allocates 90% of the investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns and 10% of the portfolio is allocated to growth assets, such as shares and property securities, to improve diversification and performance.
- In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers.
- The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.