• Fund Type: Open-End Pension
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

Colonial First State - FirstChoice Whl Pension - FirstChoice Moderate

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2.02 AUD 0.01 0.51%

As of 00:59:30 ET on 12/17/2014.

Snapshot for Colonial First State - FirstChoice Whl Pension - FirstChoice Moderate (CWPFCMD)

Year To Date: +6.89% 3-Month: +0.93% 3-Year: +11.94% 52-Week Range: 1.84 - 2.05
1-Month: -0.74% 1-Year: +9.44% 5-Year: +8.21% Beta vs AS51: 0.61

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  • CWPFCMD:AU 2.02
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Fund Profile & Information for CWPFCMD

Colonial First State - FirstChoice Wholesale Pension - FirstChoice Moderate is a pension fund incorporated in Australia. The Fund aims to provide a balance of income and capital growth over the medium to long term. The Fund invests 60% in growth assets and 40% defensive assets. Investments are managed by leading investment managers in each sector through sector multi-manager funds.

Inception Date: 07-13-2004 Telephone: 61-2-9273-3000
Web Site: www.colonialfirststate.com.au

Fundamentals for CWPFCMD

NAV (on 2014-12-17) 2.02
Assets (M) (on 2014-11-28) 2,277.18
Fund Leveraged N
Minimum Investment 20,000.00
Minimum Subsequent Investment -

Dividends for CWPFCMD

No dividends reported

Fees & Expenses for CWPFCMD

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.01
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.00

Top Fund Holdings for CWPFCMD

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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