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.

Fee reductions - First Sentier Strategic Cash and Capital Secure

We’re reducing the fees on our enhanced cash strategies

With interest rates at historically low levels, we have temporarily reduced the fees of the First Sentier Strategic Cash and Capital Secure investment options by 0.15% pa from 1 March 2021 as follows:

Product Investment option Previous Total investment and administration cost (pa) New Total investment and administration cost (pa)
FirstChoice Wholesale Personal Super First Sentier Strategic Wholesale Cash 0.44% 0.29%
FirstChoice Personal Super First Sentier Strategic Cash 0.44% 0.29%
FirstChoice Wholesale Pension First Sentier Wholesale Strategic Cash 0.44% 0.29%
FirstChoice Pension First Sentier Strategic Cash 0.44% 0.29%
Product Investment option Previous Management Cost (pa) New Management Cost (pa)
FirstChoice Wholesale Investments First Sentier Wholesale Strategic Cash 0.41% 0.26%
FirstChoice Investments First Sentier Strategic Cash 0.44% 0.29%
Managed Investment Funds Strategic Cash 0.44% 0.29%
Rollover and Superannuation Fund Capital Secure 0.44% 0.29%
Rollover and Superannuation Fund Capital Secure NEF 0.44% 0.29%
Personal Pension Plan Capital Secure 0.44% 0.29%
Personal Pension Plan Capital Secure NEF 0.44% 0.29%

We expect to return the fees to previous levels over time as interest rates return to higher levels. We will notify investors prior to any such change.

Need more information?

To find out more about this update, please refer to the relevant PDS, speak to your financial adviser, or call us on 13 13 36, 8am-7pm, Monday to Friday (Sydney time).

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.