Iron ore and coal. Right now they’re gold!
Recent uncertainty about the state of the US economy has caused investment market instability around the world.
Despite this recent instability, there is still a market sector that has continued to generate exciting investment opportunities for all savvy investors in global resources.
Emerging economies such as China, India, Brazil and Russia, have grown to become dominant drivers of resources demand across the globe. These countries need basic resources to build the infrastructure required for their economies to grow. Large infrastructure projects require steel which in turn requires iron ore and coking coal.
Furthermore, as populations become more urbanised and affluent the demand for cars and consumer goods such as, fridges and washing machines also increases. This underlying demand for global resources is expected to continue for many years to come.
You too can capitalise on this growing market opportunity by investing in the Colonial First State Global Resources Fund.
Combined with Colonial First State’s award-winning service, this fund allows you to tap into the growth of the global resources sector, with the added benefit of having one of Australia’s most experienced global resources investment teams working for you.
The fund was recently featured in the business segment of Sky News. View this insightful webcast.
Five key reasons to consider the Colonial First State Global Resources Fund
1. A consistently strong performer to date
Since its launch on FirstChoice in May 2002, and through many different market conditions, the Colonial First State Global Resources Fund has consistently delivered strong returns for investors.
FirstChoice Investments
|
1 year % p.a. |
3 year % p.a. |
5 year % p.a. |
Since inception % p.a. |
Inception date |
| Colonial First State Global Resources^ |
22.14% |
36.29% |
31.13% |
22.30% |
14 May 2002 |
Past performance is no indication of future performance.
^ The performance numbers are sourced from Colonial First State (as at 31 May 2008), for the Colonial First State Global Resources Fund offered in FirstChoice Investments. Calculations are based on exit price to exit price with distributions reinvested, after ongoing fees and expenses but excluding individual entry fees and taxes (if applicable).
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2. Diversify your portfolio
The Colonial First State Global Resources Fund offers a high level of diversification by geographic region and commodity sector.
By spreading your investment across different countries and sectors, the risk of a downturn in any individual country or commodity sector is reduced. This level of diversification also allows you to capitalise on resource hungry economies such as China and India. |
3. Capitalise on the global demand for resources
Over the past few years, worldwide demand for resources (oil and gas, metals and mining, energy services, pulp and forestry, and water and renewable energy) has increased rapidly. In the last 12 months global resource markets rose significantly, despite market volatility. Underlying global demand is expected to continue for many years to come, especially as the economies of China and India urbanise and industrialise. |
4. A heavyweight team in an under-researched sector
The fund has a dedicated team of nine investment specialists with a wealth of investment industry experience. The fund is managed by Dr Joanne Warner who has over 14 years experience in the resources sector. In addition, our global resources team is headed by David Whitten, a trained geologist with over 26 years of investment experience in the resources sector.
The team’s size and experience gives it a real advantage when it comes to finding undervalued high quality resource companies. |
5. Strong independent researcher ratings
Leading independent research houses have highly rated the Colonial First State Global Resources Fund. This is based on the experience, stability and track record of the investment team and an in-depth analysis of the team’s investment process, which incorporates regular company contact and on-site mine visits.
| Research house |
Rating |
Rating as at |
| van Eyk^ |
Highly Rated |
November 2007 |
| Lonsec# |
Highly Recommended |
May 2007 |
| Standard & Poor’s† |
4 Stars |
April 2007 |
| Zenith* |
Highly Recommended |
May 2007 |
Note: An explanation of these ratings is available on request. |
Consider investing today!
For more about the Colonial First State Global Resources Fund, contact your financial adviser or call us on 1300 360 645, Monday to Friday, 8.30am to 5.30pm.
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Disclaimer: This 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 Colonial First State Global Resources Fund is available through FirstChoice and FirstChoice Wholesale Investments, Personal Super and Pension and are issued by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State). Colonial First State is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension and FirstChoice Wholesale Pension from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 A Product Disclosure Statement (PDS) describing this fund is available at colonialfirststate.com.au or by contacting Colonial First State. You should consider the PDS before making an investment decision.
^ van Eyk Limited (ABN 99 010 664 632 AFSL 237917) (van Eyk) rates investment management capabilities rather than individual products. This rating is valid as at November 2007 but can change or cease at anytime and should not be relied upon without referring to the meaning of the rating, as well as the full manager report, available to subscribers at www.irate.vaneyk.com.au. van Eyk has not directed the publication of Colonial First State’s rating. Past performance information is given for illustrative purposes only and should not be relied upon as it is not an indication of future performance. The rating is not intended to influence your investment decision in relation to any products managed by Colonial First State and does not take into account your individual financial situation, needs or objectives. We recommend that you do not rely on this rating in making an investment decision and instead you seek advice from an appropriate investment adviser and read the product disclosure statement before making such a decision.
# The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned May 2007) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
† To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.assirt.com.au. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. © 2007 Standard & Poor’s Information Services (Australia) Pty Limited.
* Zenith’s ratings are prepared exclusively for clients of Zenith Investment Partners (Zenith). The rating is of a general nature and does not have regard to the particular circumstances or needs of any specific person who may read it. Each client should assess either personally or with the assistance of a licensed financial adviser whether the Zenith rating or advice is appropriate to their situation before making an investment decision. The information contained in the rating is believed to be reliable, but its completeness and accuracy is not guaranteed. Opinions expressed may change without notice. Zenith accepts no liability, whether direct or indirect arising from the use of information contained in the rating. No part of this rating is to be construed as a solicitation to buy or sell any investment. Zenith usually receives a fee for rating the fund manager and product(s) against accepted criteria considered comprehensive and objective.