THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

We will store your preference in your browser's local storage for 90 days. 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. The information in the site is for adviser and researcher use only. It does not take into account any person's individual objectives, financial situation or needs. It is not published for retail investor use.


Back to Personal

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.

Asset classes Cash, Fixed Interest, Shares, Property and Infrastructure securities
Investment options 130+
Minimum initial investment $5,000.00 or $1,000 with a regular investment plan
Fund managers 70+
Product Disclosure Statement Available funds Open an account

Benefits

Value

With over 130 investment options on our platform, 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.

KEY FEATURES

  • 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.

  • FirstRate Wholesale deposit choices

    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.



    Current interest rates

    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.

  • FirstNet makes it easy

    You can also access up-to-date information on your investments at any time via our secure online portal, FirstNet.

    e-Post is the fast and secure way to submit original forms and requests via FirstNet, our secure online portal. You no longer need to post the originals, saving you time and effort.

    You will receive an instant email confirmation when you submit your request and a reference number. Please note, you must only submit original forms.

FEES

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.

Related forms

Product updates

New FirstChoice Wholesale Investments product disclosure statement Significant Investor Visa solutions from Colonial First State 2020 Annual Reports

DO YOU HAVE Sophisticted INVESTMENT NEEDS?


Find out about FirstWrap or speak to your financial adviser.

Related Reading

Considerations for markets on the rise

When markets become volatile, some investors switch their investments from growth to defensive assets. But how do they know when it’s time to switch back?

Responsible investing: a new era

Think investors need to give up returns in exchange for responsible investments? Think again.

Investing basics: The top ten truths of investing

Wondering how investing and superannuation work together? The Colonial First State investments team offers insight on the investing basics by revealing the top ten truths of investing for super.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos) is the issuer of the FirstWrap super and pension products from the Avanteos Superannuation Trust ABN 38 876 896 681. Avanteos also issues interests and operates investments under FirstWrap. 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), Financial Services Guide (FSG), and Product Flyers carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. PDSs for the FirstChoice range of products, FSG and Product Flyers can be obtained from colonialfirststate.com.au or by calling us on 13 13 36. FirstWrap PDSs can be obtained from your financial adviser.