asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF1414AU
release_schedule: NO COMMENTARY
fund_features:
CFS FirstChoice Multi-Index Conservative Fund — Class A aims to provide relatively stable returns over the medium term with the potential for some long-term capital growth. To outperform the option’s composite benchmark over rolling three-year periods before fees and taxes. The option allocates 70% of investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. This defensive component is managed on a traditional index basis. 30% of the portfolio is allocated to growth assets such as shares, property and infrastructure to provide potential for capital growth. The shares component is managed by Realindex Investments using the RAFI® methodology to select securities . The property and infrastructure components are managed using market capitalisation indices. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.
structure: Managed Fund