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Managed Funds & Managed Investments
To invest with No Entry or Exit Fees
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Colonial First State - Invest with No Entry or Exit Fees
The Colonial First State FirstChoice Investments platform has been designed to help investors achieve their investment goals, whether they are short term or long term. Colonial First State FirstChoice offers more than 100 underlying investment funds, with online access to track portfolio performance and easy switching. The minimum initial investment amount is $5,000.
100% entry fee rebate
Invest via SELFINVEST.COM.AU for 100% entry fee rebate on Colonial First State FirstChoice. Download the product disclosure statement which is coded for nil entry fees on your initial, regular and additional contributions.
Exisiting investor?
If you have an existing Colonial First State investment, superannuation or pension fund it is easy to stop paying the entry fee of up to 4% without needing to change the investment. Nominate SELFINVEST.COM.AU as your investment broker and we will request that Colonial First State code your account for a 100% rebate of entry fees on all future investments, contributions and regular savings plans. Download our one page fund broker nomination form.
Why choose Colonial FirstChoice?
- Colonial First State gives investors access to over 100 investment options managed by leading Australian and international investment managers.
- Value: leader in providing value for money with cost-effective management fees.
- Service: Easy for investors to keep track of their investments and easy switching.
- Choice: Colonial First State gives investors the option to choice from over more that 95 managed funds.
- Colonial First State Margin Lending
- Colonial First State Investment also provides investors with optional gearing through FirstChoice Margin Lending. Margin Lending involves adding borrowed funds to the invested money so that investors increase the total amount they have to invest.
Key margin lending features:
- Margin lending will magnify investment returns and losses.
- Interest paid on the loan is generally deductible.
- The larger the investment the greater the diversification.
About Colonial First State
Colonial First State has been helping Australians with their investing needs since 1988. Since then they have become one of Australia’s leading wealth management groups, with more then $180 billion under management globally. This has been reached through strong investment performances, efficient administration and value for money.
Fee Disclosure
Selfinvest.com.au will rebate 100% of the 4% entry fee on investments in the Colonial First State FirstChoice platform as additional units. Selfinvest.com.au may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
Rebate Offer 4% (100%)
Colonial First State FirstChoice Investments
Colonial First State FirstChoice Personal Super
Colonial First State FirstChoice Pension
Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
