asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF0490AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:
CFS FirstChoice Wholesale Growth Fund’s investment objective is to provide long-term capital growth with less fluctuations of returns than ‘high growth’ investment options. To outperform the option’s composite benchmark over rolling three-year periods before fees and taxes.
- Allocate 80% of investments to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash.
- 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.