asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF8242AU
release_schedule: NO COMMENTARY
structure:
fund_features:
Colonial First State Index Growth – Class A’s investment objective is to provide long-term capital growth with less fluctuations of returns than ‘high growth’ investment funds. To closely track the fund’s composite benchmark over rolling three-year periods before fees and taxes.
- The fund allocates 80% of investments to growth assets to provide potential for capital growth.
- The growth assets are managed using market capitalization indices. 20% of the portfolio is allocated to defensive assets to provide the portfolio with relatively stable returns.
- 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.