|Asset classes||Cash, Fixed Interest, Shares, Property and Infrastructure securities|
|Minimum initial investment||$5,000.00 or $1,000 with a regular investment plan|
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.
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.
With over 130 investment options on our platform, FirstChoice’s value for money is more than just competitive pricing
Our brand is synonymous with service excellence.
We give you real choice and diversity across specialist boutiques.
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.
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.
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.
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.
DO YOU HAVE Sophisticted INVESTMENT NEEDS?
Find out about FirstWrap or speak to your financial adviser.
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