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Changes to option benchmarks

From 1 April 2015 UBS are retiring a number of their benchmarks globally. As a result Colonial First State has selected alternative benchmarks for each of the below options.
 

Fund Current benchmark (up to 30 March 2015) New benchmark (from 1 April 2015)

Goldman Sachs Wholesale Australian Infrastructure

UBS Australia Infrastructure & Utilities Index (TR)

CPI+4%

FirstChoice Global Property Securities

UBS Global Real Estate Investors Index (Net TR) AUD Hedged (100.0%)

FTSE EPRA/NAREIT Developed Rental Index (NTR) hedged in AUD

Colonial First State Wholesale Global Property Securities

UBS Global Real Estate Investors Index (Net TR) AUD Hedged

FTSE EPRA/NAREIT Developed Index (NTR) hedged in AUD

Colonial First State Wholesale Geared Global Property Securities

UBS Global Real Estate Investors Index (Net TR) AUD Hedged

FTSE EPRA/NAREIT Developed Index (NTR) hedged in AUD

FirstChoice Global Infrastructure Securities

UBS Global 50-50 Infrastructure & Utilities Net TR Index (AUD hedged) (100.0%)

FTSE Developed Core Infrastructure 50/50 Index (NTR) hedged in AUD 

Colonial First State Wholesale Global Listed Infrastructure Securities

UBS Global 50-50 Infrastructure & Utilities TR Index (AUD hedged)

FTSE Global Core Infrastructure 50-50 Index (NTR) hedged in AUD


These changes don't affect the investment strategy of the options. The investment objectives for the options have changed to reflect the new benchmark.

We recommend you speak to your financial adviser if you have any questions or call us on 13 13 36, 8am to 7pm, Sydney time.

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.