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Colonial FirstChoice Investments - Colonial Property Securities
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General Information
Fund Name Colonial FirstChoice Investments - Colonial Property Securities
Manager Colonial First State Investments Limited
APIR Code FSF0251AU  
Sector/Asset Class Equity Australia Real Estate  
Morningstar Rating  (as at 30th Apr 2013)  
Morningstar Recommendation Login now to view this recommendation.  
Legal Structure Investment Fund  
Fund Inception 13th May 2002
Fund Size $17.09 million (as at 30th Apr 2013) 
Entry Price $0.4881 (as at 23rd May 2013) 
Exit Price $0.4862 (as at 23rd May 2013) 
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Fund Performance (as at 30th Apr 2013)   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 7.9 8.68 15.25 32.95 17.43 11.29 -5.22 1.18
Growth Return 7.90 7.97 13.44 29.71 14.00 7.31 -11.28 -7.13
Income Return 0.00 0.71 1.81 3.24 3.43 3.98 6.06 8.31
Morningstar Index
(Mstar PG ITr Equity Aus Real Estate Idx)  
Total Return 7.66 8.75 15.17 32.02 18.40 12.30 -2.66 2.89
Market Index
(S&P/ASX 200 A-REIT TR)
Total Return 8.24 9.06 15.56 34.14 19.77 13.30 -2.94 3.58


Asset Allocation (as at 30th Apr 2013)  
Domestic Shares 0%
International Shares 0%
Cash 1.7177%
Listed Property 98.2823%
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 provide medium-to-long-term capital growth and income predominantly from a selection of listed property-related investments.
Fund Strategy The fund's strategy is to bring together specialist resources in order to identify undervalued real estate securities with minimal downside risk and sustainable earnings growth but with good qualitative attributes. Using our bottom-up process, each security is ranked according to valuation and qualitative measures. The fund invests predominantly in Australian securities and therefore does not hedge currency risk.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4.29%
Indirect Cost Ratio (ICR) 1.68% (as at 30th Jun 2012)
Minimum Initial Investment $5,000
Minimum Additional Investments $0

Top 10 Holdings (as at 31st Jan 2013)
Holding Type % of Portfolio
Westfield Group Equity 27.11
Login now to view the complete list of holdings.

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

© 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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