Colonial First State Super is the super arm of an Australian financial services company which was first established in 1873 as the Colonial Mutual Life Assurance Society. Their main Super product is – FirstChoice Wholesale Personal Super.
As of September 30th 2024 they had approximately 390,830 members and $83.93 billion in assets under management across all their super and pension products.
Please Note: Any advice on this page is general in nature and does not take into account your objectives, financial situation or needs. Consider whether this is right for you. See full disclaimer.
Past performance is not a reliable indicator of future performance.
Colonial First State Super’s performance is harder to summarize than other funds because they have a wide array of investment options that vary significantly in performance. Unlike other funds members are usually not placed in a default MySuper option but often have bespoke portfolios constructed by financial advisers or themselves.
The full menu for is to large to include in the dropdown below. However, we have included a selection of some popular options for the First Choice Wholesale Personal Super fund.
Select an investment option from the menu below to see performance.
Fees for Colonial vary significantly from option to option and from fund to fund.
The FirstChoice Wholesale personal super product has no flat fees making it a low fee option for smaller balances.
Select an investment option from the menu below to see flat fees, percentage based fees and total fees on a balance of $50,000.
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Conservative | 7.02% | 6.47% | 4.06% |
| Median | 7.7% | 6.6% | 4.8% |
| CFS-FC Wsale Pers - CFS Conservative VS Median | -0.68% | -0.13% | -0.74% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Conservative | - | 1.38% | $690 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 9.5% | |
| 2 | International Shares | 11.5% | |
| 3 | Fixed Interest | 30% | |
| 4 | Alternative | 27% | |
| 5 | Property | 3.5% | |
| 6 | Cash | 18.5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Australian Share | 9.79% | 10.96% | 11.89% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Australian Share VS Median | -3.01% | -1.24% | 1.09% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Australian Share | - | 1.4% | $700 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Emerging Markets | 23.89% | 17.86% | 6.41% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Emerging Markets VS Median | 11.09% | 5.66% | -4.39% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Emerging Markets | - | 2.05% | $1025 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 94.2% | |
| 2 | Other | 5.8% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Diversified | 9.32% | 8.76% | 6.22% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Diversified VS Median | -0.58% | 0.26% | -0.78% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Diversified | - | 1.4% | $700 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 16.5% | |
| 2 | International Shares | 22.5% | |
| 3 | Fixed Interest | 24% | |
| 4 | Alternative | 21% | |
| 5 | Property | 4.5% | |
| 6 | Cash | 11.5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Fixed Interest | 5.34% | 4.09% | -0.11% |
| Median | - | - | - |
| CFS-FC Wsale Pers - CFS Fixed Interest VS Median | 5.34% | 4.09% | -0.11% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Fixed Interest | - | 1.27% | $635 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Fixed Interest | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Global Share | 28.81% | 26.05% | 16.74% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Geared Global Share VS Median | 16.01% | 13.85% | 5.94% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Global Share | - | 2.25% | $1125 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Property Securities | -1.16% | 4.62% | 3.97% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Global Property Securities VS Median | -13.96% | -7.58% | -6.83% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Property Securities | - | 1.61% | $805 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Defensive | 5.89% | 5.15% | 2.37% |
| Median | - | - | - |
| CFS-FC Wsale Pers - CFS Defensive VS Median | 5.89% | 5.15% | 2.37% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Defensive | - | 1.25% | $625 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 5% | |
| 2 | International Shares | 5% | |
| 3 | Fixed Interest | 40% | |
| 4 | Alternative | 10% | |
| 5 | Cash | 40% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Share | 8.95% | 19.52% | 18.17% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Geared Share VS Median | -3.85% | 7.32% | 7.37% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Share | - | 3.33% | $1665 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Diversified | 10.05% | 9.64% | 7.7% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Enhanced Index Diversified VS Median | 0.15% | 1.14% | 0.7% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Diversified | - | 0.91% | $455 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 17% | |
| 2 | International Shares | 27% | |
| 3 | Fixed Interest | 37% | |
| 4 | Alternative | 3% | |
| 5 | Property | 3% | |
| 6 | Cash | 13% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Share | 20.47% | 18.69% | 13% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Global Share VS Median | 7.67% | 6.49% | 2.2% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Share | - | 1.58% | $790 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Growth | 11.66% | 11.34% | 8.94% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Growth VS Median | -1.14% | -0.86% | -1.86% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Growth | - | 1.52% | $760 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 28% | |
| 2 | International Shares | 34% | |
| 3 | Fixed Interest | 15% | |
| 4 | Alternative | 14.5% | |
| 5 | Property | 7.5% | |
| 6 | Cash | 1% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Share Hedged | 19.16% | 17.5% | 11.2% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Global Share Hedged VS Median | 6.36% | 5.3% | 0.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Global Share Hedged | - | 1.58% | $790 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Moderate | 10.89% | 10.8% | 9.06% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Enhanced Index Moderate VS Median | 0.99% | 2.3% | 2.06% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Moderate | - | 0.93% | $465 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 20% | |
| 2 | International Shares | 32% | |
| 3 | Fixed Interest | 30% | |
| 4 | Alternative | 4% | |
| 5 | Property | 4% | |
| 6 | Cash | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Australian Share | 14.52% | 18.3% | 21.43% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Geared Australian Share VS Median | 1.72% | 6.1% | 10.63% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Australian Share | - | 2.77% | $1385 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Growth | 13.22% | 13.13% | 11.78% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Enhanced Index Growth VS Median | 1.72% | 2.53% | 2.88% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Growth | - | 1.28% | $640 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 27.5% | |
| 2 | International Shares | 42.5% | |
| 3 | Fixed Interest | 18% | |
| 4 | Alternative | 5% | |
| 5 | Property | 5% | |
| 6 | Cash | 2% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index High Growth | 15.18% | 15.13% | 14.35% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Enhanced Index High Growth VS Median | 2.38% | 2.93% | 3.55% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index High Growth | - | 1.31% | $655 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 36% | |
| 2 | International Shares | 51% | |
| 3 | Alternative | 6% | |
| 4 | Property | 6% | |
| 5 | Cash | 1% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Balanced | 12.05% | 11.98% | 10.35% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Enhanced Index Balanced VS Median | 0.55% | 1.38% | 1.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Balanced | - | 0.96% | $480 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 23% | |
| 2 | International Shares | 38% | |
| 3 | Fixed Interest | 25% | |
| 4 | Alternative | 4.5% | |
| 5 | Property | 4.5% | |
| 6 | Cash | 5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Australian Small Companies | 17.67% | 11.06% | 9.65% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Australian Small Companies VS Median | 4.87% | -1.14% | -1.15% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Australian Small Companies | - | 1.84% | $920 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Conservative | 7.63% | 7.07% | 5.03% |
| Median | 7.7% | 6.6% | 4.8% |
| CFS-FC Wsale Pers - CFS Enhanced Index Conservative VS Median | -0.07% | 0.47% | 0.23% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Enhanced Index Conservative | - | 0.87% | $435 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 10% | |
| 2 | International Shares | 16% | |
| 3 | Fixed Interest | 50% | |
| 4 | Alternative | 2% | |
| 5 | Property | 2% | |
| 6 | Cash | 20% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Balanced | 10.94% | 10.5% | 8.02% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Balanced VS Median | -0.56% | -0.1% | -0.88% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Balanced | - | 1.48% | $740 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 23% | |
| 2 | International Shares | 31% | |
| 3 | Fixed Interest | 20% | |
| 4 | Alternative | 13.5% | |
| 5 | Property | 6.5% | |
| 6 | Cash | 6% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Growth Plus | 22.63% | 21.14% | 17.32% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Geared Growth Plus VS Median | 9.83% | 8.94% | 6.52% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Geared Growth Plus | - | 3.03% | $1515 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 34% | |
| 2 | International Shares | 36% | |
| 3 | Fixed Interest | 10% | |
| 4 | Alternative | 10% | |
| 5 | Property | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Property Securities | 4.89% | 14.33% | 10.79% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Property Securities VS Median | -7.91% | 2.13% | -0.01% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Property Securities | - | 1.06% | $530 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Global Property Securities | 1.63% | 4.27% | 3.93% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Global Property Securities VS Median | -11.17% | -7.93% | -6.87% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Global Property Securities | - | 1.5% | $750 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Share Hedged | 19.53% | 17.87% | 13.39% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index Global Share Hedged VS Median | 6.73% | 5.67% | 2.59% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Share Hedged | - | 0.49% | $245 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Moderate | 10.79% | 9.94% | 7.45% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Index Moderate VS Median | 0.89% | 1.44% | 0.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Moderate | - | 0.57% | $285 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 23% | |
| 2 | International Shares | 29% | |
| 3 | Fixed Interest | 32% | |
| 4 | Alternative | 4% | |
| 5 | Property | 4% | |
| 6 | Cash | 8% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Moderate | 9.9% | 9.55% | 7.04% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Moderate VS Median | -1.6% | -1.05% | -1.86% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Moderate | - | 1.45% | $725 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 20% | |
| 2 | International Shares | 27% | |
| 3 | Fixed Interest | 22% | |
| 4 | Alternative | 18% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 7.5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Conservative | 7.75% | 6.67% | 4.4% |
| Median | 7.7% | 6.6% | 4.8% |
| CFS-FC Wsale Pers - CFS Index Conservative VS Median | 0.05% | 0.07% | -0.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Conservative | - | 0.47% | $235 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 10% | |
| 2 | International Shares | 16% | |
| 3 | Fixed Interest | 55% | |
| 4 | Alternative | 2% | |
| 5 | Property | 2% | |
| 6 | Cash | 15% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Worldwide Leaders Sustainability | 9.53% | 13.47% | 10.99% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - Stewart Investors Worldwide Leaders Sustainability VS Median | -3.27% | 1.27% | 0.19% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Worldwide Leaders Sustainability | - | 1.41% | $705 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Janus Henderson Global Natural Resources | 21.2% | 8.54% | 13.77% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - Janus Henderson Global Natural Resources VS Median | 8.4% | -3.66% | 2.97% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Janus Henderson Global Natural Resources | - | 1.8% | $900 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Australian Small Companies | 17.01% | 10.97% | 9.99% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Australian Small Companies VS Median | 4.21% | -1.23% | -0.81% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Australian Small Companies | - | 1.45% | $725 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - PM Capital Global Companies | 26.95% | 21.63% | 21.95% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - PM Capital Global Companies VS Median | 14.15% | 9.43% | 11.15% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - PM Capital Global Companies | - | 4.18% | $2090 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Balanced | 11.91% | 11.01% | 8.5% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Index Balanced VS Median | 0.41% | 0.41% | -0.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Balanced | - | 0.57% | $285 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 26% | |
| 2 | International Shares | 35% | |
| 3 | Fixed Interest | 26% | |
| 4 | Alternative | 4.5% | |
| 5 | Property | 4.5% | |
| 6 | Cash | 4% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Property Securities | 6.62% | 14.45% | 10.77% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index Property Securities VS Median | -6.18% | 2.25% | -0.03% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Property Securities | - | 0.45% | $225 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Share | 21.03% | 19.03% | 15.47% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index Global Share VS Median | 8.23% | 6.83% | 4.67% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Share | - | 0.47% | $235 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Wsale Concentrated Australian Share | 6.71% | 12.72% | 8.79% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Wsale Concentrated Australian Share VS Median | -6.09% | 0.52% | -2.01% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Wsale Concentrated Australian Share | - | 1.21% | $605 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index High Growth | 15% | 13.93% | 11.92% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index High Growth VS Median | 2.2% | 1.73% | 1.12% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index High Growth | - | 0.47% | $235 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 37% | |
| 2 | International Shares | 50% | |
| 3 | Alternative | 6% | |
| 4 | Property | 6% | |
| 5 | Cash | 1% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Australian Share | 12.3% | 12.53% | 12.25% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index Australian Share VS Median | -0.5% | 0.33% | 1.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Australian Share | - | 0.45% | $225 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - PM Capital Enhanced Yield | 4.46% | 5.23% | 3.46% |
| Median | - | - | - |
| CFS-FC Wsale Pers - PM Capital Enhanced Yield VS Median | 4.46% | 5.23% | 3.46% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - PM Capital Enhanced Yield | - | 1.27% | $635 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 5% | |
| 2 | Fixed Interest | 50% | |
| 3 | Cash | 45% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Bond | 4.26% | 3.68% | -0.67% |
| Median | - | - | - |
| CFS-FC Wsale Pers - CFS Index Global Bond VS Median | 4.26% | 3.68% | -0.67% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Bond | - | 0.59% | $295 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Fixed Interest | 50% | |
| 2 | Cash | 50% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Strategic Cash | 3.95% | 3.95% | 2.54% |
| Median | - | - | - |
| CFS-FC Wsale Pers - First Sentier Strategic Cash VS Median | 3.95% | 3.95% | 2.54% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Strategic Cash | - | 0.4% | $200 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Cash | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Australian Small Companies | 17.01% | 10.97% | 9.99% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Australian Small Companies VS Median | 4.21% | -1.23% | -0.81% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Australian Small Companies | - | 1.45% | $725 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Imputation | 8.94% | 12.8% | 11.44% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - First Sentier Imputation VS Median | -3.86% | 0.6% | 0.64% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - First Sentier Imputation | - | 1.35% | $675 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS High Growth | 13.83% | 13.54% | 11.06% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS High Growth VS Median | 1.03% | 1.34% | 0.26% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS High Growth | - | 1.54% | $770 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 34% | |
| 2 | International Shares | 46% | |
| 3 | Alternative | 10% | |
| 4 | Property | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Property Securities | 6.85% | 14.23% | 10.87% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Property Securities VS Median | -5.95% | 2.03% | 0.07% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Property Securities | - | 1.38% | $690 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Diversified | 9.95% | 8.9% | 6.42% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Index Diversified VS Median | 0.05% | 0.4% | -0.58% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Diversified | - | 0.47% | $235 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 18% | |
| 2 | International Shares | 26% | |
| 3 | Fixed Interest | 40% | |
| 4 | Alternative | 3% | |
| 5 | Property | 3% | |
| 6 | Cash | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Growth | 13.04% | 12.09% | 9.76% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Index Growth VS Median | 1.54% | 1.49% | 0.86% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Growth | - | 0.57% | $285 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 30% | |
| 2 | International Shares | 40% | |
| 3 | Fixed Interest | 18% | |
| 4 | Alternative | 5% | |
| 5 | Property | 5% | |
| 6 | Cash | 2% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - FirstRate Saver | 4.02% | 3.96% | 2.61% |
| Median | - | - | - |
| CFS-FC Wsale Pers - FirstRate Saver VS Median | 4.02% | 3.96% | 2.61% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - FirstRate Saver | - | 0.2% | $100 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Cash | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Property Securities | 0.86% | 5.08% | 5% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Index Global Property Securities VS Median | -11.94% | -7.12% | -5.8% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Index Global Property Securities | - | 0.48% | $240 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Property | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - AB Managed Volatility Equities | 12.46% | 8.93% | 8.4% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - AB Managed Volatility Equities VS Median | -0.34% | -3.27% | -2.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - AB Managed Volatility Equities | - | 1.03% | $515 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Pendal Sustainable Australian Share | 14.13% | 13.38% | 11.4% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - Pendal Sustainable Australian Share VS Median | 1.33% | 1.18% | 0.6% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Pendal Sustainable Australian Share | - | 1.3% | $650 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Lazard Select Australian Equity | 6.33% | 6.74% | 15.09% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - Lazard Select Australian Equity VS Median | -6.47% | -5.46% | 4.29% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Lazard Select Australian Equity | - | 1.36% | $680 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Emerging Markets Value | 29.65% | 21.8% | 13.89% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - RQI Emerging Markets Value VS Median | 16.85% | 9.6% | 3.09% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Emerging Markets Value | - | 1.19% | $595 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Global Value | 18.94% | 18.59% | 17.5% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - RQI Global Value VS Median | 6.14% | 6.39% | 6.7% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Global Value | - | 0.95% | $475 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Conservative | 7.21% | 6.66% | 4.15% |
| Median | 7.7% | 6.6% | 4.8% |
| CFS-FC Wsale Pers - CFS Select Conservative VS Median | -0.49% | 0.06% | -0.65% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Conservative | - | 1.05% | $525 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 15% | |
| 2 | International Shares | 10% | |
| 3 | Fixed Interest | 70% | |
| 4 | Property | 5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Diversified | 10.68% | 10.42% | 8.1% |
| Median | 11.5% | 10.6% | 8.9% |
| CFS-FC Wsale Pers - CFS Select Diversified VS Median | -0.82% | -0.18% | -0.8% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Diversified | - | 1.49% | $745 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 35% | |
| 2 | International Shares | 25% | |
| 3 | Fixed Interest | 15% | |
| 4 | Alternative | 5% | |
| 5 | Property | 5% | |
| 6 | Cash | 15% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Global Value-Hedged | 17.31% | 17.47% | 16.31% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - RQI Global Value-Hedged VS Median | 4.51% | 5.27% | 5.51% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Global Value-Hedged | - | 0.98% | $490 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Australian Small Cap Value | 20.41% | 16.14% | 12.96% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - RQI Australian Small Cap Value VS Median | 7.61% | 3.94% | 2.16% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Australian Small Cap Value | - | 0.95% | $475 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Australian Value | 16.72% | 14.81% | 15.52% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - RQI Australian Value VS Median | 3.92% | 2.61% | 4.72% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - RQI Australian Value | - | 0.75% | $375 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Acadian Geared Core Australian Equity | 19.95% | 16.68% | 15.92% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - Acadian Geared Core Australian Equity VS Median | 7.15% | 4.48% | 5.12% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Acadian Geared Core Australian Equity | - | 2.58% | $1290 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Balanced | 9.18% | 8.63% | 5.99% |
| Median | 9.9% | 8.5% | 7% |
| CFS-FC Wsale Pers - CFS Select Balanced VS Median | -0.72% | 0.13% | -1.01% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select Balanced | - | 1.28% | $640 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 25% | |
| 2 | International Shares | 20% | |
| 3 | Fixed Interest | 25% | |
| 4 | Property | 5% | |
| 5 | Cash | 25% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select High Growth | 15.03% | 14.81% | 13.13% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS Select High Growth VS Median | 2.23% | 2.61% | 2.33% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Select High Growth | - | 1.54% | $770 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 50% | |
| 2 | International Shares | 50% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS-Wellington Global Small Companies | 20.04% | 14.03% | 12.18% |
| Median | 12.8% | 12.2% | 10.8% |
| CFS-FC Wsale Pers - CFS-Wellington Global Small Companies VS Median | 7.24% | 1.83% | 1.38% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS-Wellington Global Small Companies | - | 1.67% | $835 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Worldwide Sustainability | - | - | - |
| Median | - | - | - |
| CFS-FC Wsale Pers - Stewart Investors Worldwide Sustainability VS Median | - | - | - |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Worldwide Sustainability | - | 1.25% | $625 |
| Rank | Asset | % |
|---|
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Asian Share | - | - | - |
| Median | - | - | - |
| CFS-FC Wsale Pers - CFS Asian Share VS Median | - | - | - |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Asian Share | - | 2.05% | $1025 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Global Emerging Markets Leaders Sustainability | - | - | - |
| Median | - | - | - |
| CFS-FC Wsale Pers - Stewart Investors Global Emerging Markets Leaders Sustainability VS Median | - | - | - |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - Stewart Investors Global Emerging Markets Leaders Sustainability | - | 2.02% | $1010 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Wsale Alpha Plus - Core | - | - | - |
| Median | - | - | - |
| CFS-FC Wsale Pers - CFS Wsale Alpha Plus - Core VS Median | - | - | - |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| CFS-FC Wsale Pers - CFS Wsale Alpha Plus - Core | - | 2% | $1000 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
Death, TPD and Salary Continuance Insurance cover is offered to members, although it is not provided by default and members will need to apply for the cover.
Cover is available with the following limits:
Death – $5 million
TPD – $3 million.
Salary Continuance – $25,000 per month.
Insurance is provided by AIA Australia.
Insurance rating by Omnilife.
Please note: This is the overall rating before individual circumstances are taken into account. Individual circumstances will vary the rating significantly.
See the Colonial First State Super ABN and USI page for all the information required to contribute to this fund.
Read their PDS and TMD for further details.
Colonial’s super products are characterized by having a wide array of investment choice, making it easy for sophisticated investors and financial advisers to construct bespoke portfolios that cannot be done through most other funds. No flat fee makes the fees generally low depending on the investment selection for small balances.
This fund may be a good option for individuals that want flexibility themselves or have the assistance of a financial adviser.
However, there are many factors which determine whether a super fund is good or bad and it can differ depending on personal requirements. It’s best to seek advice from a qualified adviser in order to work out which is the best super fund for you.
Yes, it is an APRA fund.
No, it’s a retail super fund.
Colonial First State Super Reviews: 3.4 out of 5 stars from 20 customer reviews on Australia’s best superannuation review site Review My Super.
See more Super Fund Reviews to compare ratings and reviews across funds.
