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Master Trusts
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Master Trusts - 100% entry fee rebate
100% entry fee rebate on your existing master trust
Below is the range of master trusts available via 2020 DIRECTINVEST with 100% entry fee rebate. Select the Fund Name for more information and to obtain a product disclosure statement. Click here for
Superannuation Master Trusts
and
Allocated Pension Master Trusts
.
A master trust is an admistrative structure or platform that allows investors to hold a range of managed fund investments through one account. This is done by providing access to a wide selection of single-manager and multi-manager investment options across different investment sectors. Master trusts offer:
An extensive range of investment alternatives, enabling effective diversification
Quick and simple switching and portfolio rebalancing
Ease of administration, with one access point for your investments
Consolidated reporting and tax statements
Fund Name
Fee Rebate
Initial Investment
Expected Close Date
BT Investment Funds
4.0% (100%)
$5,000
Ongoing
Colonial First State FirstChoice Investments
4.0% (100%)
$5,000
Ongoing
IOOF Pursuit Core Investment
4.0% (100%)
$2,000
Ongoing
MLC MasterKey Investment Service
5.0% (100%)
$5,000
Ongoing
OnePath (ING) OneAnswer Investments
4.0% (100%)
$5,000
Ongoing
Perpetual WealthFocus Investment Advantage
4.0% (100%)
$2,000
Ongoing
Research master trust investment options:
Master trusts offer access to an extensive range of professionally managed investment options, all accessible under a single product disclosure statement. Research the range of underlying investment options available under the master trust products above using our
Find a Fund
tool.
Find managed funds with no entry fees
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