Hi We offer a wide range of low-cost index options on FirstChoice to give your clients access to investment opportunities across the world, and we're confident that CFS offers some of the lowest index fund fees in Australia. Our range covers the major asset classes, including Australian and international shares, property, bonds and cash. Start building your client portfolios with some of the lowest index fund fees being offered in Australia, with investment fees in super starting from just 0.14% pa for CFS Index Australian Share. |
Our range of low-cost index options in FirstChoice Wholesale Personal Super |
| Index option | Investment fee % pa | Admin fee % pa | Total portfolio fee % pa | Conservative | 0.15 | 0.20 | 0.35 | Diversified | 0.15 | 0.20 | 0.35 | Moderate | 0.15 | 0.20 | 0.35 | Balanced | 0.15 | 0.20 | 0.35 | Growth | 0.15 | 0.20 | 0.35 | High Growth | 0.15 | 0.20 | 0.35 |
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| Index option | Investment fee % pa | Admin fee % pa | Total portfolio fee % pa | Australian Bond | 0.14 | 0.20 | 0.34 | Global Bond | 0.18 | 0.20 | 0.38 | Australian Share | 0.14 | 0.20 | 0.34 | Global Share | 0.15 | 0.20 | 0.35 | Global Share - Hedged | 0.18 | 0.20 | 0.38 | Property Securities | 0.14 | 0.20 | 0.34 | Global Property Securities | 0.17 | 0.20 | 0.37 | Global Listed Infrastructure Securities | 0.16 | 0.20 | 0.36 |
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| Index option | Investment fee % pa | Admin fee % pa | Total portfolio fee % pa | Geared Australian Share | 0.42(g)/0.93(n) | 0.09(g)/0.20(n) | 0.51(g)/1.13(n) | Geared Global Share | 0.42(g)/0.93(n) | 0.09(g)/0.20(n) | 0.51(g)/1.13(n) |
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How you can learn more | We’ve compared the total portfolio fees of our CFS Index Series options to other major retail providers. Check out our website to see how CFS stacks up against competitors and how a difference in fees can impact your client’s account balance over time, or request one of our Business Development team from your area to contact you. |
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Yours sincerely, Colonial First State |