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Context Capital – Fee Reduction

26 May 2025

4 min read

From 1 June 2025 we have reduced the management fees and costs on Context Capital investment options. The table below details this fee and cost changes.   

 

FirstChoice Wholesale Investments 

 

Previous:

Option Name
Total of management fees and costs and performance fees (% p.a.)
Management fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total of management fees and costs and performance fees (% p.a.)

0.82

Management fees and costs (% p.a.)

0.82

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total of management fees and costs and performance fees (% p.a.)

0.99

Management fees and costs (% p.a.)

0.98

Performance fee (% p.a.)

0.01

Option Name

Context Capital Long Term

Total of management fees and costs and performance fees (% p.a.)

0.99

Management fees and costs (% p.a.)

0.98

Performance fee (% p.a.)

0.01

 

From 1 June 2025:

Option Name
Total of management fees and costs and performance fees (% p.a.)
Management fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total of management fees and costs and performance fees (% p.a.)

0.76

Management fees and costs (% p.a.)

0.76

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total of management fees and costs and performance fees (% p.a.)

0.90

Management fees and costs (% p.a.)

0.90

Performance fee (% p.a.)

0.00

Option Name

Context Capital Long Term

Total of management fees and costs and performance fees (% p.a.)

0.90

Management fees and costs (% p.a.)

0.90

Performance fee (% p.a.)

0.00

From 1 June 2025 we have reduced the total administration and investment fees and costs on Context Capital investment options available in FirstChoice Wholesale Personal Superannuation and Pension. The table below details this fee and cost changes and updated “Cost of Product”.   

 

FirstChoice Wholesale Personal Super 

 

Previous:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total administration and investment fees and costs (% p.a.)

0.94

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.74

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total administration and investment fees and costs (% p.a.)

1.07

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.86

Performance fee (% p.a.)

0.01

Option Name

Context Capital Long Term

Total administration and investment fees and costs (% p.a.)

1.05

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.84

Performance fee (% p.a.)

0.01

 

From 1 June 2025:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total administration and investment fees and costs (% p.a.)

0.83

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.63

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total administration and investment fees and costs (% p.a.)

0.95

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.75

Performance fee (% p.a.)

0.00

Option Name

Context Capital Long Term

Total administration and investment fees and costs (% p.a.)

0.96

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.76

Performance fee (% p.a.)

0.00

FirstChoice Wholesale Pension 

 

Previous:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total administration and investment fees and costs (% p.a.)

0.93

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.73

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total administration and investment fees and costs (% p.a.)

1.07

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.86

Performance fee (% p.a.)

0.01

Option Name

Context Capital Long Term

Total administration and investment fees and costs (% p.a.)

1.04

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.83

Performance fee (% p.a.)

0.01

 

From 1 June 2025:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total administration and investment fees and costs (% p.a.)

0.83

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.63

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total administration and investment fees and costs (% p.a.)

0.95

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.75

Performance fee (% p.a.)

0.00

Option Name

Context Capital Long Term

Total administration and investment fees and costs (% p.a.)

0.96

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.76

Performance fee (% p.a.)

0.00

FirstChoice Wholesale TTR Pension

 

Previous:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital TTR Short Term

Total administration and investment fees and costs (% p.a.)

0.94

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.74

Performance fee (% p.a.)

0.00

Option Name

Context Capital TTR Medium Term

Total administration and investment fees and costs (% p.a.)

1.07

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.86

Performance fee (% p.a.)

0.01

Option Name

Context Capital TTR Long Term

Total administration and investment fees and costs (% p.a.)

1.05

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.84

Performance fee (% p.a.)

0.00

 

From 1 June 2025:

Option Name
Total administration and investment fees and costs (% p.a.)
Administration fees and costs (% p.a.)
Investment fees and costs (% p.a.)
Performance fee (% p.a.)
Option Name

Context Capital Short Term

Total administration and investment fees and costs (% p.a.)

0.83

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.63

Performance fee (% p.a.)

0.00

Option Name

Context Capital Medium Term

Total administration and investment fees and costs (% p.a.)

0.95

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.75

Performance fee (% p.a.)

0.00

Option Name

Context Capital Long Term

Total administration and investment fees and costs (% p.a.)

0.96

Administration fees and costs (% p.a.)

0.20

Investment fees and costs (% p.a.)

0.76

Performance fee (% p.a.)

0.00

Cost of Product 

From 1 June 2025 the Cost of Product on Context Capital investment options will reduce. The table below details the changes.   

 

Previous:

Option Name
FirstChoice Wholesale Investments
FirstChoice Wholesale Personal Super
FirstChoice Wholesale Pension
FirstChoice Wholesale TTR Pension
Option Name

Context Capital Short Term

FirstChoice Wholesale Investments

$445

FirstChoice Wholesale Personal Super

$470

FirstChoice Wholesale Pension

$465

FirstChoice Wholesale TTR Pension

$470

Option Name

Context Capital Medium Term

FirstChoice Wholesale Investments

$520

FirstChoice Wholesale Personal Super

$535

FirstChoice Wholesale Pension

$535

FirstChoice Wholesale TTR Pension

$535

Option Name

Context Capital Long Term

FirstChoice Wholesale Investments

$520

FirstChoice Wholesale Personal Super

$530

FirstChoice Wholesale Pension

$525

FirstChoice Wholesale TTR Pension

$530

 

From 1 June 2025:

Option Name
FirstChoice Wholesale Investments
FirstChoice Wholesale Personal Super
FirstChoice Wholesale Pension
FirstChoice Wholesale TTR Pension
Option Name

Context Capital Short Term

FirstChoice Wholesale Investments

$415

FirstChoice Wholesale Personal Super

$415

FirstChoice Wholesale Pension

$415

FirstChoice Wholesale TTR Pension

$415

Option Name

Context Capital Medium Term

FirstChoice Wholesale Investments

$475

FirstChoice Wholesale Personal Super

$475

FirstChoice Wholesale Pension

$475

FirstChoice Wholesale TTR Pension

$475

Option Name

Context Capital Long Term

FirstChoice Wholesale Investments

$475

FirstChoice Wholesale Personal Super

$485

FirstChoice Wholesale Pension

$485

FirstChoice Wholesale TTR Pension

$485

We're here to help

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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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

 

Information on this webpage is provided by AIL and 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) 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.