Colonial1
  • Multiple States

Fund Overview

The Colonial First State FirstChoice Wholesale Property Securities Fund (Fund) is a traditional property securities Fund which commenced operation in 1994.

Fund Objective and Strategy

The Colonial First State FirstChoice Wholesale Property Securities Fund has the objective to provide medium-to-long-term capital growth and income to the investor by investing in a portfolio of Australian listed property securities. The option aims to outperform the S&P/ASX 200 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.

The strategy is to bring together specialist resources in order to identify undervalued Australian real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes.

The Fund uses proprietary forecasting and valuation methodologies and a disciplined portfolio construction process with an over-riding focus on absolute and relative risk.

The Fund invests predominantly in Australian securities and therefore does not hedge currency exposure.

Distributions

The Fund pays distributions quarterly.

Historical Performance

Click here for the latest performance of this Fund and other property securities funds.

Liquidity

The Fund offers daily liquidity.

Fees

The Fund charges an ongoing management fee of 0.91% of the Net Asset Value of the Fund.

There is a 0.25% spread between the buy unit price and the sell unit price.

More Information

For more information please contact the manager for a PDS.

For more information on unlisted property funds and property syndicates please refer to the following guide.

Disclaimer

The information provided above should be seen as factual information and not financial advice.   All the information provided is not intended to imply any recommendation or opinion about a financial product.

We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product.   

Overview

  • Category : Property Securities Funds
  • Manager : Colonial
  • Term : Open-ended
  • Yield : n/a
  • IRR : n/a
  • Minimum Investment : 25000