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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
Choose from 90 investment options offered by well-known investment managers, including Colonial First State, as well as specialist boutique managers. |
| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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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 95 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 2020 DIRECTINVEST 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 2020 DIRECTINVEST 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 95 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. They reached this through strong investment performances, efficient administration and value for money.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the Colonial First State FirstChoice platform as additional units. 2020 DIRECTINVEST 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. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Colonial First State FirstChoice Investment Performance |
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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| Colonial First State | More information on leading fund manager and Commonwealth Bank subsidary Colonial First State
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