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Zurich Investments Wholesale Small Companies - asset allocation: Product Disclosure Statement update

This is an update to the following Product Disclosure Statements – Issue No 2018/1, (PDS’s) dated 14 May 2018:

  • FirstChoice Wholesale Investments
  • FirstChoice Wholesale Personal Super and Pension.


Zurich Investments Wholesale Small Companies - asset allocation


The Investment Options Menu of the above PDS’s incorrectly discloses the asset allocation for this fund as ‘Global shares’.


The correct asset allocation for this fund should be Australian share – small companies.


The information on page 56 of the Investment Options Menu should be as

Zurich Investments Wholesale Small Companies

More information

If you have or wish to invest in this fund/option or have any questions regarding this update, please speak to your financial adviser or call us on 13 13 36, Monday to Friday, 8am to 7pm Sydney time.

Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank). The information contained in this update is general information only and does not take into account your individual objectives, financial situation or needs. Our investor services representatives do not provide financial advice. We recommend you speak to your financial adviser for any personal advice or recommendations. 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. PDSs can be obtained from or by calling us on 13 13 36.