Home

FirstChoice WS Pers Super - First Sentier WS High Growth

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106493-2024-03-16-02:25.pdf
FUND MANAGER First Sentier Investors
ASX Code
APIR FSF0635AU
ASSET CLASS MULTI-ASSET
INVESTMENT STYLE

To provide a regular income stream from investments in money market securities with a very low risk of capital loss. 

INVESTMENT PROFILE

The option's strategy is to invest in high quality money market securities (including asset backed securities), with predominantly short maturities, to achieve a very stable income stream.

CURRENCY MANAGEMENT n/a
INCEPTION DATE 30-06-1998
BENCHMARK Bloomberg AusBond Bank Bill Index
FUND SIZE Bloomberg AusBond Bank Bill Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 1.20% pa
STRUCTURE

Benefits

Benefits

To provide a regular income stream from investments in money market securities with a very low risk of capital loss. The option aims to outperform the returns of Australian money markets over rolling three year periods as measured by the Bloomberg AusBond Bank Bill Index before fees and taxes

The option's strategy is to invest in high quality money market securities (including asset backed securities), with predominantly short maturities, to achieve a very stable income stream. The option invests in assets that offer value-for-risk by taking into account economic analysis and market trends. Derivatives may be used for risk management

RISK LEVEL Very low
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

First Sentier Investors is a global asset management group focused on providing high quality, longterm investment capabilities to clients. It brings together teams of specialist investment managers who share its common commitment to responsible investment principles. 

All investment teams operate with discrete investment autonomy, according to their investment philosophies. Together, the group offers a comprehensive suite of investment capabilities across global and regional equities, cash and fixed income, infrastructure and multi-asset solutions, all with a shared purpose to deliver sustainable investment success.

Mandate

Investment range

Cash & Money Market Securities 100%