Colonial FirstChoice Investments - Colonial Index Global Share - Hedged

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General Information
Fund Name Colonial FirstChoice Investments - Colonial Index Global Share - Hedged
Manager Colonial First State Investments Limited
APIR Code FSF0810AU  
Sector/Asset Class Equity World - Currency Hedged  
Morningstar Rating  (as at 31st Mar 2014)  
Legal Structure Investment Fund  
Fund Inception 6th Mar 2006
Fund Size $8.55 million (as at 31st Mar 2014) 
Entry Price $1.2231 (as at 17th Apr 2014) 
Exit Price $1.2194 (as at 17th Apr 2014) 
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Fund Performance (as at 31st Mar 2014)   NOTE : returns for periods greater than 1 year are annualised
  1 Month
3 Month
6 Month
1 Year
% p.a.
2 Year
% p.a.
3 Year
% p.a.
5 Year
% p.a.
10 Year
% p.a.
Total Return 0.27 1.12 9.85 19.49 17.33 12.52 18.12 -
Growth Return 0.27 1.12 9.85 17.80 16.13 11.76 17.64 -
Income Return 0.00 0.00 0.00 1.69 1.20 0.76 0.48 -
Morningstar Index
(Mstar PG ITr Equity World-Curr Hgd Idx)  
Total Return 0.07 1.09 9.79 19.99 17.85 12.58 18.33 7.20
Market Index
(Vanguard Intl Shares Index Hdg AUD TR)
Total Return 0.44 1.58 11.06 21.79 19.60 - 20.39 8.61

Asset Allocation (as at 31st Mar 2014)  
Domestic Shares 0%
International Shares 98.8991%
Cash 1.101%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To closely track the MSCI World (ex Australia) Index, hedged to Australian dollars, with the aim of generating returns (before tax and fees and assuming income is reinvested) comparable to the world sharemarkets as measured by that benchmark (hedged) over rolling three-year periods.
Fund Strategy Detailed risk analysis is used to design a portfolio of shares which provides the greatest likelihood of matching the performance of the MSCI World (ex Australia) Index, hedged to Australian dollars. This option aims to hedge currency risk.


Offer Information
Indirect Cost Ratio (ICR) 1.35% (as at 11th Jun 2013) (Estimated)
Minimum Initial Investment $5,000
Minimum Additional Investments $0
Minimum Redemption Amount $0

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


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