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Master Trusts

Investment Opportunities > Managed Funds > Master Trusts Print this page [ A ] [ A ] [ A ]

Master Trusts - 100% entry fee rebate


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 NameFee RebateInitial InvestmentExpected Close Date
AMP Flexible Lifetime - Investments 4.0% (100%)$1,500Ongoing
BT Investment Funds 4.0% (100%)$5,000Ongoing
Colonial First State FirstChoice Investments 4.0% (100%)$5,000Ongoing
ING OneAnswer Investments 4.0% (100%)$5,000Ongoing
IOOF Pursuit Core Investment 4.0% (100%)$2,000Ongoing
MLC MasterKey Investment Service 5.0% (100%)$5,000Ongoing
Perpetual WealthFocus Investment Advantage 4.0% (100%)$2,000Ongoing
 
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.
Entry Fees
Entry fees are optional. Are you paying entry fees on existing managed funds? more info
 
Master Trusts
Want more control of your super? Access super master trusts with no contribution fees.