Overview

Colonial FirstChoice Wholesale is a portfolio solution that provides administration, transaction and reporting services on your investments. It enables you to monitor and manage your total portfolio easily. FirstChoice Wholesale offers you wide investment choice for your investment, superannuation and retirement needs, combined with a simple, competitive all-up average fee of 1% - all in one complete package.

 

Ongoing Fees

The total ongoing fees are the the wholesale MER of the fund you choose plus 0.40%. The fees will range from 0.90%-1.90% per annum. On average this is total ongoing fees are 1.45% per annum. This is far lower than other fund offerings and could potentially provide you with savings of over 0.50% every year on your portfolio.

 

Fees and Charges

What we like about this master trust is the simple to understand fee structure. No entry fees, no exit fees, no transaction fees.

 

What Investments are available?

Through FirstChoice Wholesale you can access are wide range of funds. A complete list and current performance figure can be found here.

 

Commission Payable

We will not receive an upfront commission from Colonial. We will receive a trail commission that is equal to 0.40% of the funds you invest per annum.

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

 

 

 

 

 

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.