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CFS FC PSup-FirstChoice Emerging Mkts

Fund manager Colonial First State Investments Limited
APIR code FSF0996AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstarstar
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 17 Nov 2008
Fund objective To provide long-term capital growth from a diversified portfolio of predominantly emerging market companies.
Fund strategy To invest in a diversified portfolio of predominantly emerging market companies. The investments are managed by a number of leading emerging market share managers which have different, yet complementary, investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The of this option have guidelines for managing currency exposure. The overall portfolio does not hedge currency risk.
Fund size $7.82 million (as at 31 Dec 2011 )
Entry price $1.0764 (as at 08 Feb 2012)
Exit price $1.0700 (as at 08 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) 0.0000
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 6.53% 1.13% -17.88% 2.49% N/A 1.55%
Growth return 6.53% 1.13% -17.88% 2.49% N/A 1.55%
Income return 0.00% 0.00% 0.00% 0.00% N/A 0.00%
Peer group rank/group size 15 (31) 17 (31) 21 (29) 7 (19) N/A N/A
Morningstar peer group return 6.05% 1.41% -14.45% 3.71% -4.39% N/A
Market return 7.41% 2.50% -12.41% 7.23% -1.57% 6.81%
Asset Allocation (as at 31/01/2012)
Class
% held
Australian Shares
0.00%
International Shares
96.62%
Cash
3.38%
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 31/10/2011)
Holding
% held
Samsung Electronics Co Ltd
3.14%
Vale S.A. ADR
2.95%
CNOOC Ltd.
1.98%
America Movil S.A.B. de C.V. ADR
1.68%
Gazprom OAO ADR
1.48%
Sberbank of Russia OJSC
1.47%
Itau Unibanco Holding SA ADR
1.35%
Taiwan Semiconductor Manufacturing
1.19%
Petroleo Brasileiro SA Petrobras ADR
1.14%
Wal - Mart de Mexico S.A.B. de C.V.
1.14%
Investment Details
Initial investment $1500.00
Additional investment N/A
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) 2.34%
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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