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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
Capitalise on the growing global demand for base metals and other resources with Colonial First State's Global Resources Fund. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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Iron. Alumina. Copper. Zinc… Right now they’re all gold!
The global demand for base metals and other resources is generating exciting investment opportunities for all investors. You too can capitalise on this growing market opportunity by investing in the Colonial First State Global Resources Fund.
Combined with Colonial First State’s award-winning service, this strong performing FirstChoice fund allows you to tap into the growth of the global resources sector, with the added benefit of having one of Australia’s most experienced global resources investment teams working for you.
About the fund
The fund aims to provide value over the medium to long-term by investing in high quality resource companies from around the world. Colonial First State’s investment management team does not predict commodity price movements. Instead they focus on companies with strong balance sheets, quality management, high quality assets and low production costs. The fund does not hedge currency risk.
A consistently strong performer to date
Since its launch in May 2002*, and through many different market cycles, the Colonial First State Global Resources Fund has consistently delivered strong returns for investors.
Performance figures CFS Global Resources Fund (as at 29/02/2008)
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| FirstChoice Investments |
1 Year (pa)
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3 Years (pa) |
5 Years (pa) |
Inception (pa) |
| Colonial First State Global Resources^ |
39.53% |
31.59% |
30.43% |
22.90% |
Past performance is no indication of future performance.
* This fund was first made available to wholesale investors in June 1997.
^The performance numbers are sourced from Colonial First State (as at 31 January 2008), for the Colonial First State Global Resources Fund offered in FirstChoice Investments. Calculations are based on exit price to exit price with distributions reinvested, after ongoing fees and expenses but excluding individual entry fees and taxes (if applicable). Please note short-term performance may vary from longer term performance listed above eg. -8.44% for the quarter to 31 January 2008.
Inception Date: 14 May 2002
Why invest in the Colonial First State Global Resources Fund?
- Capitalise on the global demand for resources:
Over the past few years, worldwide demand for resources (oil and gas, metals and mining, energy services, pulp and forestry, and water and renewable energy) has increased rapidly. In the last 12 months global resource markets rose significantly, despite market volatility. Underlying global demand is expected to continue over the long-term, especially as the economies of China and India continue to grow.
- A heavyweight team in an under-researched sector
The fund has a dedicated team of seven investment specialists with a wealth of investment industry experience. This team is managed by Dr Joanne Warner and supported by Dr Chris Baker with over 14 and 19 years experience respectively. Our global resources team is headed by David Whitten, a trained geologist with over 26 years of investment experience in the resources sector.
The team’s size and experience gives it a real advantage when it comes to finding undervalued companies.
- Strong independent research ratings
Leading independent research houses have highly rated the Colonial First State Global Resources Fund. This is based on the experience, stability and track record of the investment team and an in-depth analysis of the team’s capability in managing their strategy, that incorporates regular company contact and on-site mine visits.
Ratings
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| Research House |
Rating |
Rating as at |
| Van Eyk^ |
Highly Rated |
November 2007 |
| Lonsec# |
Highly Recommended |
May 2007 |
| Standard & Poor's† |
4 Stars |
April 2007 |
| Zenith* |
Highly Recommended |
May 2007 |
^ van Eyk Limited (ABN 99 010 664 632 AFSL 237917) (van Eyk) rates investment management capabilities rather than individual products. This rating is valid as at November 2007 but can change or cease at anytime and should not be relied upon without referring to the meaning of the rating, as well as the full manager report, available to subscribers at www.irate.vaneyk.com.au. van Eyk has not directed the publication of Colonial First State’s rating. Past performance information is given for illustrative purposes only and should not be relied upon as it is not an indication of future performance. The rating is not intended to influence your investment decision in relation to any products managed by Colonial First State and does not take into account your individual financial situation, needs or objectives. We recommend that you do not rely on this rating in making an investment decision and instead you seek advice from an appropriate investment adviser and read the product disclosure statement before making such a decision.
# The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned May 2007) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
† To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.assirt.com.au. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. © 2007 Standard & Poor’s Information Services (Australia) Pty Limited.
* Zenith’s ratings are prepared exclusively for clients of Zenith Investment Partners (Zenith). The rating is of a general nature and does not have regard to the particular circumstances or needs of any specific person who may read it. Each client should assess either personally or with the assistance of a licensed financial adviser whether the Zenith rating or advice is appropriate to their situation before making an investment decision. The information contained in the rating is believed to be reliable, but its completeness and accuracy is not guaranteed. Opinions expressed may change without notice. Zenith accepts no liability, whether direct or indirect arising from the use of information contained in the rating. No part of this rating is to be construed as a solicitation to buy or sell any investment. Zenith usually receives a fee for rating the fund manager and product(s) against accepted criteria considered comprehensive and objective.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the Colonial First State Global Resources Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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