The global financial services group will overlay its active risk. Colonial first state firstchoice 4% entry fee rebate. Investsmart managed funds find portfolios with capped fees. By signing up for a free basic account, you will have access to additional features. Product disclosure statements colonial first state. Investments in colonial first state managed investment funds referred to in this pds individually as the fund or collectively as the funds are offered by colonial first state investments limited abn 98 002. Colonial first state global asset management fund info. The schroder wholesale australian equity fund provides exposure to a range of quality stocks in australianew zealand. The transaction request is automatically entered into the colonial first state computer system. Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and control. Learn more about the different types of super funds. Managed funds are a great way to access a diversified portfolio of investments more easily than if you were to buy the underlying investments yourself.
New managed accounts capabilities will be rolled out across colonial first states firstwrap and firstchoice platforms ahead of managed accounts being made available on firstchoice later this year. Colonial first state does not set any limit on the maximum amount that can be invested in the. Colonial first state firstchoice superannuation trust. Fund abn fund name usi spin product name contribution restrictions 95068282166 advance retirement suite asg0026au asg0026au advance retirement suite pension yes contact fund.
Compare some of the top managed funds in australia using the star ratings comparison. Colonial first state investments limited abn 98 002 348 352, afs licence 232468. Colonial first state provides investors with exposure to the aspect diversified futures fund. Colonial first state investments limited abn 98 002 348 352, afsl 232468 colonial first state is the issuer of the firstchoice range of super and pension products from the colonial first state firstchoice superannuation trust abn 26 458 298 557. Colonial first state will create three new funds through an alliance with sanlam to distribute its innovative managed risk funds in australia. The information in the site is for adviser and researcher use only.
Clients should read the pds and fsg before making an investment decision and consider talking to a financial adviser. Colonial first state late last year cfs launched its managed accounts offering on the megaplatform firstchoice. The colonial first state managed investment funds are a range of funds that allow you to create an investment portfolio that suits your individual needs. Colonial first state geared share 30 september 2012. Its designed to support you in building, managing and protecting your clients wealth. Take the wholesale version of the colonial first state geared fund colonial was the pioneer of these innovative products. Managed investments factsheets for funds managed by colonial first state,including 3 year %,asset classes,group information and more. Firstchoice personal super australian super finder. It does not take into account any persons individual objectives, financial situation or needs. You may reset your preference at any time by navigating back to the personal site. Colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state is the issuer of the firstchoice range of super and pension products from the. If you have an existing colonial first state investment, superannuation or pension fund it is easy to stop paying the entry fee of up to 4% without needing to change the investment.
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. Performance charts for colonial first state firstchoice whl pension cfst australian corporate debt fund cwpcacd including intraday, historical and comparison charts, technical analysis and. Colonial first choice australian geared share fund managed fund fact sheet keywords. Colonial first state aspect diversified futures fund. You should read the relevant pds and assess whether the information in it is appropriate for you, and consider talking to a financial adviser before making. Contents 1 about colonial first state 1 2 benefits of investing with firstchoice personal super 1 3 how super works 2 4 risks of super 3 5 fees and other costs 5 6 how super is taxed 14 7 insurance in your super 15 8 how to open an account 16 application form checklist and forms a1 financial services guide a31 this product disclosure statement pds. Colonial first state geared share managed fund discounts. Colonial first state diversified investment option westpac.
You should read the relevant product disclosure statement pds. Schroder wholesale australian equity fund individuals. Colonial first statesanlam partnership money management. Compare funds fund managers colonial first state managed investment funds. Investment objective and investment strategy details are copied from fund manager pds. A pds for colonial first state s products are available at. Whats little known is that since 2008, the fund manager has offered customised managed. The sanlam managed risk funds are distributed through and offered by colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state. Colonial first state global asset management is a hedge fund based in sydney, australia. This product disclosure statement pds dated 30 october 2019 is issued b y clearview f inancial managemen t limit ed cfml abn 99 067 544 549 afsl 227677, the responsible entity re for the. Managed funds compare over 160 managed funds canstar. An exchange traded fund, or etf, is a type of managed fund where the underlying securities comprising this fund mimic an index. As shown in the accompanying table from morningstar.
Colonial first state financial services sydney, nsw 17,346 followers colonial first state has been helping australians with their investment, superannuation and retirement needs since 1988. 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. You are currently viewing our site as a guest which gives you limited access to our site features. You should read the relevant product disclosure statement pds carefully and assess whether the information is appropriate for you and consider talking. Colonial first state infrastructure holdings limited is a foreign entity serving as beneficial owner for colonial first state global asset management, a private equity company. Thank you for requesting this product disclosure statement.
It does not take into account any persons individual. Schroders is a bottomup, fundamental, active manager of australian equities. If we receive the withdrawal request before the cutoff time, we will process the withdrawal using the exit. The canstar managed fund star ratings are a way to help you find some of the best managed funds for features. Colonial first statemanaged investments moneymanagement. This is an investment option available in the bt business super fund. Oneanswer investment portfolio offers you a comprehensive range. From time to time, colonial first state enters into alliance partnerships with dedicated and experienced investment specialists.
Average colonial first state salary in australia payscale. The fiducian superannuation service is a streamlined superannuation master trust designed to help you build and manage your wealth before and after retirement. Please refer to the product disclosure statement pds for minimum additional investment amounts. Also, the web sites of those fund managers provide the updated information of the fund than the pds itself. Colonial first state firstchoice superannuation trust has 720,423 members, which ranks it at number largest of 150 funds. The managed investment funds are one of several products offered by colonial first state for your general investment needs.
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