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CFS FC Inv-CFS Global Ltd Infra Sec

Fund manager Colonial First State Investments Limited
APIR code FSF0921AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstarstar
Platform name CFS FirstChoice Investments
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Fund Facts
Legal structure Investment Trusts
Fund inception date 19 May 2008
Fund objective To deliver capital growth and inflation-protected income by investing in a globally diversified portfolio of listed infrastructure and infrastructurerelated securities.
Fund strategy The option invests in infrastructure and infrastructure-related companies from around the world. The assets held by these companies typically have high barriers to entry, strong pricing power, sustainable growth and predictable cash flow. The option?s strategy is based on an active, bottom-up security selection process that aims to exploit market inefficiencies, utilising fundamental, qualitative and valuation analysis. This option aims to hedge its currency exposure.
Fund size $1.60 million (as at 31 Dec 2011 )
Entry price $0.8701 (as at 08 Feb 2012)
Exit price $0.8649 (as at 08 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) 2.1000
Distribution as at date 18 Dec 2011
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 0.99% 2.97% 5.09% 14.29% N/A 0.26%
Growth return 0.99% 0.38% -2.92% 10.22% N/A -4.40%
Income return 0.00% 2.56% 7.94% 3.56% N/A 4.48%
Peer group rank/group size 16 (33) 24 (32) 12 (31) 5 (18) N/A N/A
Morningstar peer group return 0.90% 3.99% 4.59% 11.62% 2.76% N/A
Market return 2.09% 3.86% 2.08% 12.90% 0.01% 0.36%
Asset Allocation (as at 31/01/2012)
Class
% held
Australian Shares
0.00%
International Shares
98.00%
Cash
2.00%
Listed Property
0.00%
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 (as at 31/03/2011)
Holding
% held
Vinci
7.27%
National Grid PLC
4.73%
GDF Suez
4.73%
Crown Castle International Corp
4.33%
Atlantia
4.16%
Abertis Infraestructuras SA
3.72%
Central Japan Railway Company
3.53%
Koninklijke Vopak NV
3.53%
Connecteast Group
3.26%
Scottish & So Energy
3.05%
Investment Details
Initial investment $5000.00
Additional investment N/A
Redemption amount N/A
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) 2.02%
Performance fee N/A
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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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