asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF4900AU
release_schedule: NO COMMENTARY
fund_features:
Colonial First State Index Moderate – Class A aims to provide a balance of income and capital growth over the medium-to-long term. To closely track the option’s composite benchmark over rolling three-year periods before fees and taxes.
- Allocates 60% of investments to growth assets such as shares, property and infrastructure securities to provide potential for capital growth.
- Growth assets are managed using market capitalization indices.
- 40% of the portfolio is allocated to defensive assets such as fixed interest and cash.
- The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities.
- The portfolio aims to hedge currency risk, except for a part of the allocation to global shares.
structure: Managed Fund