Overview

If you are seeking to minimise the ongoing fees on your portfolio for traditional funds, then perhaps you should consider a wholesale master trust.

 

We have two offers available for clients, note that with both offers there is no entry fee, no exit fees and no establishment fee from us. Each offer has a wide range of investments options to consider. The minimum investment amount is $50,000 for the Skandia offer and $100,000 for Colonial FirstChoice. Note the this is the total amount invested, this is not what need to be placed in individual investments. You could invest $100,000 and split this across a wide range of funds.

 

 

 

 

 

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.