Past performance is not an indicator of future performance for this option or any other option available from Colonial First State.
*Applies to only a subset of options in FirstChoice Wholesales Personal Super Returns are calculated on a cumulative year-on-year basis which are then annualised. Calculations are based on exit price to exit price after ongoing fees and expenses and net of superannuation earnings taxes. The Target Market Determinations (TMD) for our financial products can be found at 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.
^ Administration fees and costs are compared based on FirstChoice Wholesale Personal Super options (excluding FirstRate options) for a member balance of $50,000, effective 22 May 2023. It does not take into consideration investment fees and costs or transaction costs. Please see the PDS for these fees and costs.
Super Fund Average is based on the Chant West Super Fund Fee Survey at 30 June 2023 that compares average fees by segments and across four investment risk categories. The segments are made up of Industry Funds, Public Sector Funds, Corporate Stand-Alone Funds, Corporate Master Trusts, Retail Master Trusts & Core Wraps and Wrap Accounts. Investment risk categories are made up of Conservative, Balanced, Growth and High Growth.
Chart constructed by CFS using data sourced from the Chant West Super Fund Fee Survey, effective 30 June 2023 and is based on information provided to Chant West by third parties, that is believed accurate at the time of publication. Fees may change in the future which may affect the outcome of the comparison. Chant West may make adjustments to fees and costs for comparison purposes and therefore data may vary to other published materials.
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.