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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
Colonial First State is able to give Australian retail investors access to the Generation Global Sustainability Fund option for the first time through FirstChoice. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Colonial FirstState FirstChoice Generation Global Sustainability Fund embodies the sustainable investment principles developed by the co-founders of Generation Investment Management - former US Vice President Al Gore and former CEO of Goldman Sachs Asset Management David Blood.
Generation Investment Management believes economic, health, environmental, social and governance factors affect a company's ability to grow revenues, manage risk and costs and ultimately drive competitive position and share price over the long term. They also believe sustainable factors will grow in importance over time. The Generation Global Sustainability Fund invests in the companies that they believe best understand and respond to these factors and have the potential to profit the most from these global changes.
Sustainable investing is the explicit recognition that economic, health, environmental, social and governance factors directly affect long-term business profitability.
The Generation Global Sustainability Fund's strategy is to invest in high quality businesses whose securities are attractively priced, with strong management teams that are capable of delivering superior long term returns. A crucial element of this sustainable investing strategy is to select companies that demonstrate practices and processes that will sustain their profits in a changing, challenging environment.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Colonial First State FirstChoice Generation Global Sustainability 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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| Sustainable Investing | What is Sustainable Investing and how does it differ from ethical investing? more info
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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