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Colonial First State Geared Funds


When it comes to returns, the more money you invest, the greater your earning potential. And for those with their sights set on catching bigger long-term returns, a geared fund just might be the answer.

Unlike a personal margin loan, a geared fund uses its size and scale to borrow at very competitive wholesale rates – generally around 2% less than the average margin loan rate*.

Since Colonial First State pioneered geared funds in Australia more than a decade ago, gearing has become a popular way for investors to generate long-term growth, without ever having to worry about the day-to-day management and the repayments on an investment loan.

Hans Kunnen, Head of Investments Market Research at Colonial First State has noted that the Australian economy and its stock market are well placed to grow over the next decade.

Colonial First State Geared Funds
Minimum Investment:
$5000 (or $1000 if you start a Regular Savings Plan)
Disclosure:
InvestSMART will rebate 100% of the 4% entry fee as additional units in the fund. InvestSMART will receive a 0.60%p.a. trailing commission.

Documents & Links:

- Product Disclosure Statement

- Request a Product Disclosure Statement by Post

- Colonial Economic Article


Contact InvestSMART on 1300 880 160 for more information.

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100% Entry Fee Rebate

On Managed Fund Entry Fees

InvestSMART rebates 100% of entry fees and contribution fees on over 4,000 managed funds, saving you up to 6% of your investment and giving you the benefit of every cent you invest.

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* Source: Reserve Bank of Australia – Indicator lending rates report as at 30 June 2008. Calculations are based on margin loan rates applying to a $200,000 loan where interest is paid in arrears.

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IMPORTANT : InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in this email or its related websites. Before making any investment decision on the basis of any reports or information provided you must read the disclosure document and make your own investigations regarding the accuracy, reliability and completeness of this information. This information has been prepared for distribution over the internet and without taking into account the investment objectives, financial situation and particular needs of any particular person. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.

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