October, 2020
No commentary
File:ticker: FSF0908AU
commentary_block: Array
factsheet_url:
Performance Report – Monthly Performance Report https://www3.colonialfirststate.com.au/content/dam/colonial-first-state/docs/adviser/funds/FS4722.pdf
release_schedule:
fund_features:
Generation Wholesale Global Share Fund is an actively managed, high-conviction global share fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns. The Fund aims to outperform the MSCI World ex Australia Net Index over rolling three-year periods before fees and taxes.
- Seeks to invest in sustainable companies that provide products and services consistent with a low carbon, prosperous, equitable, healthy and safe society.
- Invests in only 25 to 60 companies with potential to deliver superior returns.
- Sustainability research is integrated with fundamental equity analysis.
- Experienced team with strong investment credentials.
- At least 7 years investment horizon.
- Holdings: between 25 – 60 companies.
manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Large Growth
peer_benchmark: Foreign Equity - Large Growth Index
broad_market_index: Developed -World Index
structure: Managed Fund