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Investment Opportunities > Managed Funds > Geared Funds > Colonial First State Geared Share Fund Print this page [ A ] [ A ] [ A ]

Colonial First State Geared Share Fund

Rebate Offer 4.0% (100%)
Minimum Initial Investment $1,000
Expected Close Date Ongoing
Description Aims to magnify long-term returns from capital growth by borrowing to invest in large Australian companies.
Product Disclosure Statement
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Colonial First State Geared Share Fund uses the 'GDP Plus' approach which is based on the belief that over the medium-to-long term, share prices are driven by growth in a company's earnings, despite the existence of sentiment which can lead to short-term price volatility.

The strategy of the CFS Geared Share Fund is to use gearing and generally invest in high quality companies in the S&P/ASX 100 Accumulation Index. These companies generally have strong balance sheets, with earnings that are expected to grow at a greater rate than the Australian economy as a whole. The Fund's gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The Colonial First State Geared Share Fund predominantly invests in Australian companies and therefore does not hedge currency risk.



Fee Disclosure
2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Colonial First State Geared Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.6% pa. This is paid by the fundmanager and is NOT an additional charge to the investor.

  Download Product Disclosure Statement (PDS)
  Request Product Disclosure Statement (PDS)