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Temporary increase to the maximum cash allocation for certain Colonial First State share funds

Due to the extreme share market volatility that we are currently experiencing, Colonial First State will temporarily allow certain funds to exceed the maximum cash allocations stated in their investment strategies.


This measure is designed to improve member outcomes by giving the investment manager greater flexibility to make appropriate decisions in various circumstances.

The affected funds are:

Fund* Normal maximum cash allocation Temporary maximum cash allocation
Colonial First State Wholesale Geared Share Fund 10% 20%
Colonial First State Future Leaders Fund 10% 15%
Colonial First State Developing Companies Fund 10% 20%
Magellan Global Share 20% 35%
Magellan Global Share - Hedged 20% 35%
Magellan Infrastructure 20% 35%
APN AREIT 5% 10%

*Refers to all versions of the fund available where applicable through FirstChoice, FirstChoice Wholesale, Managed Investment Fund and Rollover and Superannuation Fund.


WE’RE HERE TO HELP
To find out how these changes may affect you, call us on 13 13 36, or speak to your financial adviser.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of super, pension and investment products. This document may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. A PDS for Colonial First State’s products are available at colonialfirststate.com.au or by calling us on 13 13 36.
 

Please note!

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