How they work
4 key facts
- Managed funds provide an opportunity to pool your money with other investors to access a wide range of investment opportunities
- You can invest for capital growth or regular income
- Specialist investment managers invest according to the fund’s objective and strategy
- You can start investing with as little as $5,000
Why invest in managed funds?
Diversification
Look beyond Australian markets and access a range of global investment strategies.
Unique opportunities
Access investment opportunities not always available to individual investors.
Growth
Make regular contributions or reinvest income to build your investment.
Experience
Access the expertise of professional and experienced fund managers.
Investing solutions
FirstChoice Wholesale Investments
Access a wide range of managed funds across different asset classes all in one place.
Managed Funds for your SMSF
Access global investments and diversify your SMSF with the help of Colonial First State.
FirstWrap Plus (through a licensed financial adviser)
Comprehensive investment choice, convenience and flexibility through one account.
Help grow your investments
A financial planner can help you to review or establish your investment portfolio, matched to your personal financial goals. Find out more
Related products
Exchange Traded Funds (ETFs)
Combine the investment advantages of a managed fund with the ease of share trading.
Commonwealth Direct Investment Account
The ideal place to grow your investment funds while you plan your next move.
Tell me more
How much risk should you take on?
Discover different types of investments and how to diversify your portfolio.
Do you need more than one type of investment?
You can spread your investing across different asset types.
Things you should know
The information contained may include general advice but does not take into account the investment objectives, financial situation and needs of any particular individual. You should assess with the help of legal, financial and taxation advice, whether the information is appropriate in light of your own circumstances before acting on it.
The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who the financial product is appropriate for, and any conditions on how products can be distributed to customers.
Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This information may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. PDSs for the FirstChoice range of products are available at colonialfirststate.com.au or by calling us on 13 13 36.
Colonial First State Custom Solutions, is the registered business name of Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos). Avanteos is the issuer of the FirstWrap super and pension products from the Avanteos Superannuation Trust ABN 38 876 896 681. Avanteos also issues interests and operates investments under FirstWrap. This information provides general information and does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. Disclosure documents for the FirstWrap range of products are available from your financial adviser.
Commonwealth Financial Planners are Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124.
Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non-guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 and both entities are incorporated in Australia with limited liability.
