CFS FirstChoice Master Trust

Colonial First State FirstChoice(Fund Supermarket)
Key Features summary
This summary provides an overview of the key features of Colonial First State FirstChoice Master Trust. Please refer to the current CFS FirstChoice Product Disclosure Statement (PDS) for more details about the key features described below. We recommend you read the entire PDS and any supplementary documents before making an investment decision.
For a list of defined terms, refer to the inside front cover of Part 1 of the PDS.
  Minimum Amount
Initial investment $5,000 or $1,000 if a regular investment plan is established
Additional investments No minimum
Ongoing account balance $1,000
Regular investment plan $100 per payment ($1,000 minimum initial investment)
Switch No minimum
Withdrawal No minimum
Regular withdrawal plan $100 p.m.
Multi-Manager and Multi-Sector Portfolios FirstChoice offers 16 multi-manager portfolios that combine a number of carefully selected investment managers into one investment option. Multi-manager portfolios provide you with a convenient way of diversifying across investment managers.
Your investment choices For more details refer to Part 2 of the PDS
FirstChoice Margin Lending FirstChoice Investments offers a uniquely integrated margin lending service (refer to section 5 of Part 1 of the PDS for full details)
Fees and costs For full details refer to Part 1 of the PDS
Contribution fee 4%, reduced to nil for WF investors CFS offers a range of Options with competitive management costs.
Portfolio rebate
Portfolio balance
Rebate (pa)
First $400,000
Nil
Next $600,000
0.20%
Over $1 Million
0.40%

Please refer to the PDS for full details

 
Investment PDS Documents
Download Investment Application/PDS (Part 1)
  Download PDS Part 2 (Investment Options)
 
Superannuation PDS Documents
Download Super Application/PDS (Part 1)
Download Super PDS Part 2 (Investment Options)