FirstChoice Wholesale Investments
FirstChoice Wholesale Investments is designed for general saving and investing, providing you with access to a wide range of managed funds from some of the world’s most respected managers.
Product snapshot
FirstChoice Wholesale Investments provides access to a wide range of managed funds across different asset classes such as shares, fixed interest, property and cash, all in the one place.
For more information about the product please refer to the Product Disclosure Statement by clicking the icon below. If you want to know more about the Target Market for the Product, click on the Target Market Determination icon, which will describe for whom this product is suitable.
Asset Classes
Cash, Fixed Interest, Shares, Property and Infrastructure securities
Investment options
180+
Minimum initial investment
$1,000.00
Fund managers
70+
Benefits
Value
With over 180 investment options, FirstChoice’s value for money is more than just competitive pricing.
Service
Our brand is synonymous with service excellence.
Choice
We give you real choice and diversity across specialist boutiques.
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Getting to know your risk appetite
Important information
Multi or single manager
You can choose from:
- Multi-manager portfolios which are pre-mixed for you, and/or
- Single manager options allowing you to tailor-make your portfolio.
You can choose one option or a combination of different options and you can transfer your money into other options at any time.
How is FirstChoice Wholesale Investments structured?
When you invest in FirstChoice Wholesale Investments, your money is combined with other investors' money in a managed investment scheme. Each FirstChoice Wholesale Investment option is a separate managed investment scheme except for FirstRate Wholesale products, which are deposit products of the Commonwealth Bank of Australia. We may invest directly or indirectly in other managed investment schemes managed by us to gain exposure and administrative efficiencies.
View our Institutional and Master trust funds.
Before choosing an investment option or a range of investment options in which to invest, you should generally consider the likely investment return of each option, the risk of investing in any or all of those options and your investment timeframe.
FirstNet makes it easy
There are a number of ways to keep the cash portion of your portfolio growing alongside your other investments. One of these ways is to use FirstRate deposit choices.
The benefits of FirstRate deposit choices are:
- Competitive interest rates
- No ongoing management fees
- You have the added reassurance that your money is on deposit with one of Australia’s leading financial institutions, Commonwealth Bank of Australia.
FirstRate Wholesale deposit choices give you a suite of options to choose from, based on your needs. These are:
- FirstRate Wholesale Investment Deposits
- FirstRate Wholesale Saver
- FirstRate Wholesale Term Deposits.
Please consult the PDS and speak to your financial adviser for further information as each investment option has a different potential level of risk and return.
Please consult the Product Disclosure Statement (PDS) which shows fees and other costs that you may be charged. These fees and other costs may be deducted from your money, from the returns on your investment or from the assets of the superannuation entity as a whole.
Other fees, such as activity fees, advice fees for personal advice and insurance fees, may also be charged, but these will depend on the nature of the activity, advice or insurance chosen by you.
You should read all the information about fees and other costs because it is important to understand their impact on your investment.
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Things you should know
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.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://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.