FirstChoice WS Pers Super - First Sentier WS High Growth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106493-2023-11-22-02:25.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 | 1.21% 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% |