asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF1416AU
release_schedule: Monthly
structure: Managed Fund
commentary_block:
factsheet_url:
fund_features:
CFS FirstChoice Multi-Index Balanced Fund — Class A 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. The option allocates 70% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed by Realindex Investments using a systematic methodology. The property and infrastructure components are managed using market capitalization indices.
- 30% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.
- The fixed interest component includes government bonds managed on a traditional index basis and a broadly diversified portfolio of credit securities.
- The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.