asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF1020AU
release_schedule: Monthly
structure:
commentary_block:
factsheet_url:
https://investmentcentre.moneymanagement.com.au/factsheets/ah/koi4/firstchoice-wholesale-balanced
fund_features:
CFS FirstChoice Wholesale Balanced Fund aims to provide capital growth and income over the long term. To outperform the option’s composite benchmark over rolling three-year periods before fees and taxes.
- To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% 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.