Historical performance chart

Select a fund and date range to chart historical performance figures and view the corresponding historical unit prices in the table below for that fund during that period.

Historical performance chart assumptions

Performance is calculated on an initial investment of $10,000 ($100,000 for Wholesale products), using entry to exit prices, with distributions reinvested. Ongoing fees and expenses have been applied; however individual taxes are excluded (if applicable). A 4% contribution fee has also been applied for all products with a contribution fee. Please note your investment may not have been subjected to the maximum 4% contribution fee so your investment outcome may have been better than displayed in the chart above.

These charts represent past performance only. This information is general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. The performance shown for Colonial First State Premier CMT and Colonial First State Cash Management Trust represents the net income paid to unit holders expressed as an earnings rate.

Past performance is no indication of future performance. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

This information may include general advice but does not take into account your individual objectives, financial situation, needs or tax circumstances. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You 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.

The above details are provided for information purposes only. They are not an offer or recommendation to you to buy or sell securities or other investment products, nor a solicitation for deposits or other business, whether directly or indirectly, in any state, foreign country or in any other jurisdiction (other than Australia) where such offering or solicitation may not be lawfully made. The entry and exit prices shown above do not take into account any application fees or exit fees that may be payable upon entry to or exit from the fund, and are expressed in Australian dollars ($AUD).