CFS FC PSup-FirstChoice Grd Growth Plus

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CFS FC PSup-FirstChoice Grd Growth Plus

Fund manager

Colonial First State Investments Limited

APIR code

FSF0938AU

S&P Rating

Not Rated

Morningstar Rating™

Not Rated

Platform name

CFS FirstChoice Personal Super

Product Disclosure Statement

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Fund Facts
Legal structure	Superannuation Fund
Fund inception date	19 May 2008
Fund objective	To magnify long-term returns from capital growth by borrowing to invest in growth assets.
Fund strategy	To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. The portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income. The portfolio?s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.
Fund size	$8.27 million (as at 31 Dec 2011 )
Entry price	$0.6900 (as at 08 Feb 2012)
Exit price	$0.6829 (as at 08 Feb 2012)
Valuation frequency	Daily
Cash distribution (cents/unit)	0.0000
Distribution as at date	14 Dec 2008

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	7.24%	1.52%	-11.19%	11.39%	N/A	-10.28%
Growth return	7.24%	1.52%	-11.19%	11.39%	N/A	-10.28%
Income return	0.00%	0.00%	0.00%	0.00%	N/A	0.00%
Market return	0.37%	1.12%	4.80%	4.34%	5.28%	8.66%

Asset Allocation (as at 31/01/2012)
Class	% held
Australian Shares	38.85%
International Shares	38.45%
Cash	11.96%
Listed Property	10.73%
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)	3.25%
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.

Disclaimers and other important information

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Disclaimer	Disclaimer

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