This is an update to the Managed Investment Funds Product Disclosure Statement dated 16 December 2024 and is effective immediately. 

Conservative (page 13)

The Product Disclosure Statement dated 16 December 2024 incorrectly stated the “Cash” strategic asset allocation of the CFS MIF Conservative fund. The correction is as follows: 

Asset class
Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)
Range
Correct Strategic Asset Allocation
Asset class

Australian shares

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

12%

Range

12%

Correct Strategic Asset Allocation

0-20%

Asset class

Global shares

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

14%

Range

14%

Correct Strategic Asset Allocation

5-25%

Asset class

Global property securities

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

2%

Range

2%

Correct Strategic Asset Allocation

0-10%

Asset class

Global infrastructure securities

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

2%

Range

2%

Correct Strategic Asset Allocation

0-10%

Asset class

Fixed Interest

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

50%

Range

50%

Correct Strategic Asset Allocation

40-60%

Asset class

Cash

Asset Allocation (as per the Product Disclosure Statement (PDS) dated 16 December 2024)

30%

Range

20%

Correct Strategic Asset Allocation

10-30%

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For more information about these changes, please refer to the relevant PDS, speak to a financial adviser if you have one, or call us on 13 13 36, 8:30am to 6pm Monday to Friday Sydney time. 

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Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of the CFS Managed Investment Funds Product Disclosure Statement and products made available under FirstChoice Investments and FirstChoice Wholesale Investments.  

 

Information in this Update and on this webpage is provided by CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at  https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), TMD and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.