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.

Changes to objectives, strategies and asset allocations - Colonial First State Wholesale Funds

We have updated the investment objectives of a number of the funds to meet the new prudential standards of the Australian Prudential Regulation Authority (APRA). These changes do not affect how these investment options are currently invested.

The changes impact the following wholesale products:

  • Wholesale Indexed Funds
  • Wholesale Premium Cash Fund
  • Wholesale Premium Cash Enhanced Fund
  • Colonial First State Wholesale Investments
  • Wholesale Mezzanine Investments


You can download the Colonial First State Wholesale funds APRA changes booklet here.
Colonial First State Wholesale Funds APRA changes

Wholesale Mezzanine Investments key changes flyer

You can also download the Wholesale Mezzanine Investments key changes flyer for more details about changes to investment option strategies, objectives and asset allocations for Wholesale Mezzanine Investment options. Investors in Wholesale Mezzanine Investments received a copy of this document with their June statement.

Please read the information relevant to your investment to assess how it affects you. We recommend you speak to your financial adviser before making an investment decision.

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.