First sentier geared share fund pds

Author: mscd

August undefined, 2024

WebFirst Sentier Geared Share. First Sentier Global Credit Income. First Sentier Global Listed Infrastructure. First Sentier Global Property Securities. First Sentier High … http://www.colonialfirststate.com.au/Price_performance/performanceNPrice.aspx?menutabtype=&CompanyCode=001&Public=1&MainGroup=WF&BrandName=CFSI&ProductIDs=91&Product=Wholesale+Funds&ACCodes=&ACText=&SearchType=UnitPrice&Multi=False&Hedge=False&IvstType=Investment+products&IvstGroup=&APIR=&FundIDs=506&FundName=&FundNames=Colonial+First+State+Wholesale+Geared+Share&SearchProdIDs=&FundTrans=1

Target Market Determinations - CFS

WebDec 9, 2024 · First Sentier said there had been a long delay in announcing the fund name changes as the firm wanted them to align with the new brand as part of scheduled updates to product disclosure statements (PDS). WebApr 11, 2024 · Fund Strategy The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. Fund Performance Comparison irene cricket club

FSI Wholesale Geared Share - Managed Fund - Eureka Report

WebSpecialist Geared Australian Share Fund About Funds Documents & Downloads From 30 September 2024, all AMP Investments information, including Multi-Asset Fund information from the AMP Capital website will now be available at … WebFirst Sentier Wholesale Geared Share Fund 28 February 2024 www.firstsentierinvestors.com.au For further information Head of Wholesale - ANZ Jack … WebFirst Sentier Wholesale Geared Share Fund 31 December 2024 Growth of AUD 10,000 Investment Since Inception Distributions Top 5 attributors to ungeared performance (3 … irene cox paintings

PDS, forms and notices Vanguard Australia

Perpetual Industrial Share Fund

WebPDS) is issued by Vanguard Investments Australia Ltd ABN 72 072 881 086 AFSL 227263 (Vanguard, we, us or our), and is a summary of significant information relating to the Vanguard International Shares Index Fund (Fund) ARSN 090 939 610 ABN 56 291 101 711 APIR ® Code VAN0003AU. Vanguard is the responsible entity of the Fund. Contents WebThis is a Product Disclosure Statement (PDS) for Colonial First State Wholesale Equity Investment Solutions. The name and contact details of the responsible entity are: ... Wholesale Geared Share Fund Wholesale Global Resources Fund Wholesale Global Resources Long Short Fund Wholesale Global Share Fund Wholesale Geared Global … irene crawfordWebFireTrail Australian High Conviction Fund (Class A Units) First Sentier Wholesale Australian Share Fund . First Sentier Wholesale Imputation Fund . Greencape Wholesale Broadcap Fund . Greencape Wholesale High Conviction Fund . Hyperion Australian Growth Companies Fund . Investors Mutual Australian Share Fund irene cowley

"WebFirst Sentier Wholesale TTR Geared Share: FSF7294AU 11 Apr 2024 $1.9892 $1.9723 History: First Sentier Wholesale TTR Global Credit Income: FSF2175AU 11 Apr 2024 $1.0071 $1.0041 ... This price may be significantly different from the unit price based on the Fund’s net asset value, which appears on your statements. It also takes into account any ... " - First sentier geared share fund pds

First sentier geared share fund pds

Product Disclosure Statements (PDS) and brochures :: …

WebThe gearing level of the fund must be kept within pre-determined guidelines. Within these, Perpetual aims to ensure that the gearing level is maximised, subject to the cost of borrowing being adequately covered by net income. The fund may have up to 20% exposure to investments in international shares. WebJun 4, 2024 · Fund performance As at 31 May 2024. Returns for periods greater than 1 year are annualised. All figures are percentages. Asset Allocation AMP - Generations - Colonial Geared Australian Share Australian Equities 100% International Equities 0% Cash 0% Property 0% Fixed Interest 0% Alternatives 0% 100% Average Allocation of Peers …

Did you know?

http://www.colonialfirststate.com.au/forms_tools/download_multi_pdf.aspx?name=FirstChoice+Wholesale+Investments+PDS&pdf=FS1492.pdf,FS6080.pdf,FS5111.pdf,FS5383.pdf,FS5136.pdf&LiteratureId2131 WebNewport News Employees’ Retirement Fund Department of Finance 2400 Washington Ave Newport News, VA 23606 Phone: (757) 926-3929 Email: [email protected] Website: …

WebAusbil Australian Geared Equity Fund PDS. PIM0026AU Aviva AIMS Target Return PDS. ETL0171AU AXA IM Sustainable Equity Fund PDS. ... First Sentier Cash Fund – Class A PDS. FSF1676AU First Sentier Equity Income PDS. ... Investors Mutual Concentrated Australian Share Fund PDS. IVV iShares Core S&P 500 (AU) PDS. IJR iShares Core … WebCFS’s First Sentier Wholesale Geared Share Fund is designed for longer-term investment time frames of 7+ years. Over the past 25 years, the fund has outperformed S&P/ASX …

WebFiretrail Australian High Conviction Fund (Class A Units) First Sentier Wholesale Australian Share Fund. First Sentier Wholesale Imputation Fund. Hyperion Australian Growth Companies Fund. iShares Australian Equity Index Fund. Maple-Brown Abbott Australian Share Fund. Martin Currie Equity Income Fund. Merlon Australian Share Income Fund

WebYou should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.

WebFirst Sentier Investors (Australia) Responsible Entity: Colonial First State Investments Limited: FE fundinfo Sector: Equity - Australia Geared: Asset Class: Equity: Currency: … ordering a meal in spanishWebApr 7, 2024 · The fund generally invests in large, high quality companies with strong balance sheets and earnings. The fund utilises gearing to magnify returns from … irene crockerWebFirst Sentier Investors is a company that sells mutual funds with $2M in assets under management. The average expense ratio from all mutual funds is 0.75%. 100.00% of all … ordering a medicare cardWebColonial First State Download a Product Disclosure Statement (PDS) FirstChoice Wholesale Investments Product Disclosure Statement (includes application forms) Investment Options Menu The reference guides referred to in the PDS are provided below: Transacting on your account Complex Funds ordering a medical braceletWebApr 11, 2024 · Browse a complete list of Vanguard products, including index and active ETFs, asset allocation ETFs, and actively managed mutual funds. Our full product list view provides financial advisors with performance details and investment information for our complete lineup of low-cost ETFs and mutual funds. irene d brownWebFirst Sentier Wholesale Global Property Securities Trailing month end returns as of 08 Apr 2024 Performance after fees, including distributions or dividends paid Past performance is not a guarantee of future results. Performance data has been provided by Morningstar. fees & pricing total cost ratio? 1.02% p.a. (30/06/2024) management fee? ordering a nectar cardWebThe Perpetual Industrial Share Fund is an actively managed portfolio of quality industrial shares. The Fund aims to provide long-term capital growth and regular income. At Perpetual, we seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business. ordering a military headstone