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Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988.

Our approach

We’re a proud leader in our field across an award-winning range of wealth management solutions.

With expertise spanning a range of investment, superannuation and retirement products, we’re committed to providing the best possible outcomes over the long term for our investors. How do we achieve this? We align our values to our customers’

Our products

We’re recognised for product innovation and have a strong track record delivering robust, award-winning solutions for our customers.

Our strong performance, efficient administration, and value for money products are delivered through excellent service to help you to maximise your investment outcomes.

Most importantly, we’re passionate about what we do and constantly seek to outperform.

Our methodology

At Colonial First State, we’re committed to bringing you world-class investment strategies to help manage and build your wealth.

We believe the dynamic nature of investment markets, coupled with our expertise, lets us add value over and above the markets we operate in. For many of our funds, we aim for investment returns above those of the relevant market index. Put simply, we aim to outperform the benchmark.

We manage portfolios across a range of different investment styles, asset classes and risk profiles. In each case we believe our role is not to avoid risk, but rather to understand the relationship between risk and reward and to manage risk appropriately, relative to the objectives of the portfolio.

We choose investments and construct our portfolios in a disciplined manner, with an emphasis on identifying and controlling risk. We avoid speculation and ensure our portfolios are appropriately diversified.

We believe in the value of quality advice

We understand that everyone has different financial goals. Speaking with a financial adviser can help you choose the best strategy to complement your financial needs, support your long-term plans and enhance your personal situation. Financial planning is about managing your investments now, while preparing to meet the goals of your financial future.

Our governance

Colonial First State strives to achieve long-term profitability underpinned by robust risk management and corporate governance. Our aim is to drive sustainable shareholder value over the long term by aligning the interests of our customers, shareholders, staff and the community.

We celebrate our awards

At Colonial First State, our passion for high performance, service and innovation has made us one of the most consistently awarded fund managers in Australia. Our awards >

Caring for our community

We enhance the communities in which we live and work by supporting a number of initiatives that benefit the community and those in need. These programs focus on activities that bring long-term benefits to Australians in need. Learn more >