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Colonial FirstChoice Pen - Challenger Property Securities
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General Information
Fund Name Colonial FirstChoice Pen - Challenger Property Securities
Manager Colonial First State Investments Limited
APIR Code FSF0900AU  
Sector/Asset Class Equity Australia Real Estate  
Morningstar Rating  (as at 30th Apr 2013)  
Morningstar Recommendation Login now to view this recommendation.  
Legal Structure Allocated Pension  
Fund Inception 30th Apr 2007
Fund Size $3.67 million (as at 30th Apr 2013) 
Entry Price $0.7472 (as at 16th May 2013) 
Exit Price $0.7443 (as at 16th 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 7.69 8.34 14.92 30.91 18.18 11.82 -0.55 -
Growth Return 7.69 8.34 14.92 30.91 18.18 11.82 -0.55 -
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
Morningstar Index
(Mstar PG PaA Equity Aus Real Estate Idx)  
Total Return 6.80 8.09 14.55 30.74 17.26 11.66 -2.97 2.57
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 4.0765%
International Shares 0%
Cash 1.4386%
Listed Property 94.4849%
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 outperform S&P/ASX 300 A-REIT Accumulation Index over rolling threeyear periods while providing a quarterly income stream and some capital growth over the medium term.
Fund Strategy Challenger has appointed SG Hiscock & Company Limited as the investment manager of the option. SG Hiscock believes that to add value to investment portfolios, a combination of fundamental analysis of 'topdown' macroeconomic influences and 'bottom-up' company-specific research, analysis and valuation is required. The final portfolio reflects the best ideas that meet the option's philosophy and investment criteria.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4%
Indirect Cost Ratio (ICR) 1.78% (as at 30th Jun 2012)
Minimum Initial Investment $20,000

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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