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 rates in Australia.
Our range covers almost every industry sector and asset class, including Australian and international shares, property, bonds and cash.
Start building your client portfolios with some of the lowest index fund rates being offered in Australia, with investment fees in super starting from just 0.13% pa for CFS Index High Growth.
Our range of low-cost index options in FirstChoice Wholesale Personal Super
Index option
Investment fee % pa
+
Admin fee % pa
=
Total portfolio fee % pa¹
Conservative
0.14
0.20
0.34
Diversified
0.14
0.20
0.34
Moderate
0.14
0.20
0.34
Balanced
0.14
0.20
0.34
Growth
0.14
0.20
0.34
High Growth
0.13
0.20
0.33
Index option
Investment fee % pa
+
Admin fee % pa
=
Total portfolio fee % pa¹
Australian Bond
0.14
0.20
0.34
Global Bond
0.15
0.20
0.35
Australian Share
0.14
0.20
0.34
Global Share
0.15
0.20
0.35
Global Share Hedged
0.16
0.20
0.36
Property Securities
0.14
0.20
0.34
Global Property Securities
0.15
0.20
0.35
Global Listed Infrastructure Securities
0.15
0.20
0.35
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 contact you.
¹ Does not include Indirect Cost Ratio
Adviser use only
This information has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) based on its understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information is for the adviser only and should not be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.
