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Colonial FirstChoice W PSup - Celeste W Australian Small Companies
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General Information
Fund Name Colonial FirstChoice W PSup - Celeste W Australian Small Companies (Wholesale)  
Manager Colonial First State Investments Limited
APIR Code FSF0778AU  
Sector/Asset Class Equity Australia Mid/Small Blend  
Morningstar Rating  (as at 30th Apr 2013)  
Morningstar Recommendation Login now to view this recommendation.  
Legal Structure Superannuation Fund  
Fund Inception 16th May 2005
Fund Size $42.03 million (as at 30th Apr 2013) 
Entry Price $1.8142 (as at 23rd May 2013) 
Exit Price $1.7998 (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 -3.8 -4.65 4.53 5.21 4.02 7.36 6.81 -
Growth Return -3.80 -4.65 4.53 5.21 4.02 7.36 6.81 -
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
Morningstar Index
(Mstar PG Sup Equity Aus Mid/Sm Bld Idx)  
Total Return -1.93 0.06 7.89 7.60 3.90 7.02 3.76 12.47
Market Index
(S&P/ASX Small Ordinaries TR AUD)
Total Return -4.65 -7.02 -2.42 -9.36 -8.18 -2.33 -5.06 7.55


Asset Allocation (as at 30th Apr 2013)  
Domestic Shares 94.05%
International Shares 0%
Cash 5.95%
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 provide exposure to listed Australian companies outside the S&P/ASX 100 Accumulation Index and produce investment returns which exceed the S&P/ASX Small Ordinaries Accumulation Index, over rolling three-year periods.
Fund Strategy The option provides exposure to a portfolio of 20 to 50 smaller company shares, actively managed to achieve returns above the S&P/ASX Small Ordinaries Accumulation Index over the medium term.

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Offer Information
Entry Fee via InvestSMART 0%
Indirect Cost Ratio (ICR) 4.46% (as at 30th Jun 2012)
Minimum Initial Investment $1,500
Minimum Additional Investments $0

Top 10 Holdings (as at 31st Oct 2012)
Holding Type % of Portfolio
Skilled Group Limited Equity 5.30
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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