Colonial First State FirstChoice Master Trust

Colonial First State FirstChoice (Fund Supermarket)
Rebate Offer 4.0% (100% rebate of initial charge)
Minimum Initial Investment $5,000 or $1,000 if a regular investment plan is established
Regular payment option $100 per payment minimum ($1,000 minimum initial
investment)
Offer closes Ongoing
Description FirstChoice gives you access to 90 investment options managed by some of the most well-known Australian and international investment managers and specialist boutique managers.
Existing investors can benefit from reduced initial charges through The WF Investment Service
Product Disclosure Statement
Investment Application/PDS
 
Superannuation Application/PDS
 
Colonial First State FirstChoice Master Trust is available to Wealth Focus investors with no initial set up fees.
CFS FirstChoice is a fund supermarket offering a wide range of fund managers through one investment platform.
By offering a wide range of investment funds, you are able to cherry pick investment managers from each sector, allowing you to choose the most appropriate managers for your needs.
Reduce your administrative burden by placing all your investments through one flexible investment platform.
Fund supermarkets such as Colonial First State's FirstChoice were created to reduce the administrative burden on you, allowing you to switch funds at little or no cost.
The CFS FirstChoice Master Trust allows you to:
Apply for several different managed funds across a number of different fund managers with just one application.
Keep a track on paperwork from numerous sources.
Make fund switches quickly and easily, over the phone, by fax or in writing.
Avoid having to make a new application every time you want to switch or invest in a new fund.
Switch funds at little or no cost, avoiding the cost of initial charges each time you wish to switch to a new fund.

What do we get paid

Wealth Focus will rebate 100% of the 4.0% entry fee on investments in the CFS FirstChoice Master Trust as additional units. Wealth Focus may receive a trailing commission of up to 0.50% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.