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CFS FC PSup-CFS Coll Grd Glb Prop Sec

Fund manager Colonial First State Investments Limited
APIR code FSF0856AU
S&P Rating Not Rated
Morningstar Rating™ QuestionMark starstarstarstar
Platform name CFS FirstChoice Personal Super
Product Disclosure Statement
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Colonial First State Image
Fund Facts
Legal structure Superannuation Fund
Fund inception date 30 Apr 2007
Fund objective To maximise the total return to the investor by borrowing to invest in a broad selection of listed property-related investments from around the world.
Fund strategy The option?s strategy is to use gearing to magnify the returns from underlying investments. These investments may include securities that provide exposure to commercial, retail and industrial properties and, to a lesser extent, car parks, hotels, leisure properties, appropriate infrastructure projects and other property-related investments. The option?s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The option aims to hedge its currency exposure.
Fund size $4.38 million (as at 31 Dec 2011 )
Entry price $0.2955 (as at 08 Feb 2012)
Exit price $0.2925 (as at 08 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) N/A
Distribution as at date N/A
Fund Performance (as at 31/01/2012)
* returns greater than 1 year are annualised
1 month 3 months 1 year 3 yrs pa* 5 yrs pa* Since inception pa*
Total return 12.21% 9.01% 0.82% 31.53% N/A -23.31%
Growth return 12.21% 9.01% 0.82% 31.53% N/A -23.31%
Income return 0.00% 0.00% 0.00% 0.00% N/A 0.00%
Peer group rank/group size 2 (44) 2 (44) 29 (42) 4 (33) N/A N/A
Morningstar peer group return 6.04% 4.63% 1.79% 20.12% -7.14% N/A
Market return 6.17% 4.86% 5.79% 27.17% -5.11% 6.17%
Asset Allocation (as at 31/01/2012)
Class
% held
Australian Shares
0.00%
International Shares
0.00%
Cash
0.86%
Listed Property
99.14%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
0.00%
Total
100.00%
Top 10 Holdings
Holding
% held
No top 10 holdings information is available for this fund.
Investment Details
Initial investment $1500.00
Additional investment $0.00
Redemption amount $0.00
Regular savings plan Yes
Standard entry fee 4.00%
2020 entry fee 0.00%
Standard exit fee 0.00%
2020 exit fee 0.00%
ICR pa (30/06/2011) 3.92%
Performance fee N/A
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QuestionMark How to invest
QuestionMark How the rebate works
Fee Disclosure
2020 DIRECTINVEST may receive a trailing commission ranging from 0.2% - 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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