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Old 30-09-2007, 01:23 PM   #1 (permalink)
Sim
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Join Date: Aug 2007
Location: Sydney, AUS
Posts: 59
New fund manager - Colonial First State - FirstChoice Wholesale Investments

We now have data for a new fund manager on Compare Funds ... Colonial First State - FirstChoice Wholesale Investments

I've taken the approach of including wholesale funds which have a minimum investment of $250K or less (given that you only need $100K geared to 60% to have $250K to invest).

CFS W/S funds require a minimum of $100K total - so you can invest (for example) $20K in each of 5 funds, or $25K in 4 funds, etc - to make up your $100K minimum. With no entry fees and lower management fees, this is an attractive option for people who have a little bit more available to invest.
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This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
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