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We offer a wide range of low-cost index options that can give your clients access to investment opportunities across the world. Our diverse range of index options covers almost every industry sector and asset class. Start building your client portfolios with some of the lowest index option rates being offered in Australia. 

What's your client's total portfolio fee?

We’ve compared the total portfolio fees of our CFS Index Balanced, Australian Share and Global Share options to other major retail providers and we’re confident that FirstChoice Wholesale offers some of the lowest index fund rates in Australia.

See how CFS Index Balanced stacks up.

Graph 1: Please refer to the bottom of this page for competitors used, important information and assumptions that have been made for this comparison.

How higher fees can affect your client’s account balance over time

Our simple, low total portfolio fee for our CFS Index options means clients can have more of their money invested over time.

For our CFS Index Series options in FirstChoice, your clients pay just one flat, low fee - this includes both the Investment fee and Administration fee. No additional dollar-based fees apply.

To show you how our low-cost fee structure can benefit your clients over time, we've compared the cost of investing in the CFS Index Balanced option in FirstChoice Wholesale Personal Super - just 0.34% pa1 - with the cost of investing in a higher cost portfolio, with a fee of 0.90% pa.
 

Graph 2: Please refer to the bottom of this page for important and assumptions that have been made for this graph.

  • Fund name Investment Personal Super Retirement Pension Pre-Retirement Pension
    Total management cost Total Investment & admin fee + ICR = Total cost of product Total Investment & admin fee + ICR = Total cost of product Available
    in TTR?
    Total Investment & admin fee + ICR = Total cost of product
    Colonial First State Wholesale Index Conservative
    0.31% 0.34% 0.11% 0.45% 0.34% 0.11% 0.45% N N/A N/A N/A
    Colonial First State Wholesale Index Diversified 0.31% 0.34% 0.16% 0.50% 0.34% 0.17% 0.51% N N/A N/A N/A
    Colonial First State Wholesale Index Moderate 0.31% 0.34% 0.01% 0.35% 0.33% 0.01% 0.34% N N/A N/A N/A
    Colonial First State Wholesale Index Balanced 0.31% 0.34% 0.01% 0.35% 0.34% 0.01% 0.35% N N/A N/A N/A
    Colonial First State Wholesale Index Growth 0.31% 0.34% 0.21% 0.55% 0.34% 0.21% 0.55% N N/A N/A N/A
    Colonial First State Wholesale Index High Growth 0.31% 0.33% 0.01% 0.34% 0.34% 0.01% 0.35% N N/A N/A N/A
    Colonial First State Wholesale Index Australian Bond 0.31% 0.34% 0.00% 0.34% 0.35% 0.00% 0.34% N N/A N/A N/A
    Colonial First State Wholesale Index Global Bond 0.31% 0.35%
    0.08% 0.43% 0.34% 0.08% 0.43% N N/A N/A N/A
    Colonial First State Wholesale Index Australian Share 0.31% 0.34% 0.00% 0.34% 0.34% 0.00% 0.34% Y 0.34% 0.00% 0.34%
    Colonial First State Wholesale Index Global Share 0.31% 0.35% 0.00% 0.35% 0.35% 0.00% 0.35% Y 0.35% 0.00% 0.35%
    Colonial First State Wholesale Index Global Share – Hedged 0.33% 0.36% 0.05% 0.41% 0.36% 0.05% 0.41% Y 0.36% 0.05% 0.41%
    Colonial First State Wholesale Index Property Securities 0.31% 0.34% 0.00% 0.34% 0.34% 0.00% 0.34% Y 0.34% 0.00% 0.34%
    Colonial First State Wholesale Index Global Property Securities 0.32% 0.35% 0.05% 0.40% 0.35% 0.05% 0.40% N N/A N/A N/A
    Colonial First State Wholesale Index Global Listed Infrastructure
    Securities
    0.32% 0.35% 0.05% 0.40% 0.35% 0.05% 0.40% N N/A N/A N/A

Get in touch

To find out how other major retail providers compare to CFS, ask for one of our experienced BDMs to contact you.

WHY CHOOSE CFS INDEX OPTIONS FOR YOUR CLIENTS

14 INDEX OPTIONS AVAILABLE - AND MORE TO COME!

HELPING YOUR CLIENTS UNDERSTAND INDEX INVESTING

Portfolio Holdings Tool

Our Portfolio Holdings Tool gives your clients the next level of transparency of the underlying assets in their investment options.

Clients can see the names of familiar companies held in each investment option to help them understand where their money is invested.

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