First State Super Diversified Investment Option
This is a multi-asset investment option within the First State Super fund. It has negative and positive filters. Ethical Concerns Investments Some investments in the Fund can be problematic for ethical investors, such as: o Secondary exposure to coal, oil and gas industries: Downer group, Monadelphous, mineral resources, Orica, Canadian. · First State Super’s Investment Options.
Diversified Socially Responsible Option. This option is a pre-mixed investment option that’s comprised of a range of equities from both Australia and international vendors which ensures environmental aspects are taken into consideration. Types of Aware Super superannuation accounts. Aware Super – Personal is the main product available to members. Aware Super members have access to a range of investment options, including ‘pre-mixed’ diversified options, plus a range of single asset class investment options for those who wish to tailor their investment.
Our Diversified Socially Responsible Investment option allows you to invest your super in an option that excludes investments considered to have a highly adverse environmental or social impact via the application of screening criteria.
First State has sold down ‘$ million’ in the recent past, but still owns around $ million in retail assets.
It is continuing to evaluate its options. Investment in multifamily (now 7 per cent), airports (5 per cent) and retirement (4 per cent) will make up a bigger share of First State. Previously known as First state Super, Aware Super is an industry fund that has been the fund for people who value community as well as personal gain since In JulyAware Super merged with VicSuper and together they are one of Australia’s largest super funds, managing more than $ billion in savings for more than 1 million members.
First State Super's diversified (growth) pre-mix investment option is also its MySuper option for members up to and including 59 years of age. As at 31 Decemberthe diversified (growth) option had an asset allocation in line with MySuper asset weighted averages, according to Rainmaker.
To provide investors with regular distributions and long-term growth from high dividend yielding equity investments focused in the Asia-Pacific region (excluding Japan). The investment policy of the Fund is to invest all or substantially all of its assets in the First State Asian Equity Plus Fund (Underlying Fund), a sub-fund under the Dublin registered umbrella fund known as First State. · Colonial First State Wholesale Diversified Option Balance of $50,; Investment fees.
% pa. For every $50, you have in the superannuation product, you will be charged $ per year. PLUS. Administration fees. % pa.
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And, for every $50, you have in the balanced investment option, you will be charged $ per year. When you join Statewide Super you can choose your investment option (s) straight away. And if you don’t want to choose, that’s okay - your money will automatically be invested in our MySuper option. You can then switch your investment option (s) as often as you like. Seek professional financial advice, consider your own circumstances and read our product disclosure statement before making a decision about Aware Super.
Call us or visit our website for a copy.
First State Super Diversified Investment Option. Termination And Closure Of Investment Options On FirstChoice
Issued by Aware Super Pty Ltd ABN 11AFSLthe trustee of Aware Super. Source: Willis Towers Watson, WA Super, First State Super. 5 and 10 years to 30 June of WA Super investment options with the performance of Aware Super options with a similar risk profile over the same time period.
Tailored Super Plan For Extra Flexibility | Aware Super
Diversified Socially Responsible Investment: %: %. Single diversified investment option This is how most MySuper accounts work. Your fund puts your money in a standard mix of investments, and the investment approach stays the same for your whole life.
These funds usually have a balanced or growth approach. The AZ Sestante Conservative and AZ Sestante Diversified investment options will be terminated in accordance with the constitution. Colonial First State, as the Responsible Entity doesn’t believe the investment options will retain adequate scale to operate efficiently over the longer term. Estimated investment fees and costs by investment option (% per year) At 30 Juneall the investment assets of VicSuper were combined with the investment assets of First State Super (now Aware Super).
This means that the overall investment fees and costs have come down for all VicSuper FutureSaver members. · Sunsuper has a default super fund that is a lifecycle model, which means that as people age it reduces the asset allocation to growth investments and increases it to cash and fixed interest.
VicSuper and First State Super offer a diversified default option that Vanguard calls "target risk". • Colonial First State Wholesale Diversified* • Macquarie Growth option • OnePath Wholesale Managed Growth* • Perpetual’s Wholesale Balanced Growth • van Eyk Blueprint Balanced Fund# • van Eyk Blueprint High Growth Fund# * This investment is closed to new applications. ^ The Trustee recommends this investment be held as part of a.
Super Investment Management Pty Limited (ABN 86AFSL ), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing. First State Super is an industry fund that has been providing superannuation services to NSW public sector employees sincewith membership also open to the general public.
The Allocated Pension Fund is offered by First State Super as a result of the Successor Fund Transfer of the StatePlus Retirement Fund on 1 July Fund/option name: Colonial First State Wholesale Diversified Fixed Interest: View our latest annual financial reports and the archived section.
Performance is calculated at the end of the month indicated above. Performance returns shown on this page indicate past performance only. ## Super and TTR investment options are taxed at a maximum. · A low-fee super fund with 12 different ways to invest including a MySuper option and an ethical investment option First State Super has been rebranded to Aware Super.
· Investment fees on existing Colonial First State Index options will also be reduced. The Conservative, Diversified and Growth investment options will give members access to a diverse range of assets with low fees of around % p.a.
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2. The existing range of Colonial First State single sector index options will be similarly priced. First State Super’s CEO Deanne Stewart added that, over time, members would benefit from more diversified investment opportunities and lower operating costs that could only be generated through scale. VicSuper was established in and manages A$25bn of the retirement savings of workers, primarily in Victoria.
Aware Super Pty Ltd, as trustee of the Fund, has a team of investment specialists who oversee our investment portfolios and manage a number of investments in house. Our in-house investment team manages investments in cash, Australian equities, international equities, fixed income, infrastructure, credit income, unlisted property and private equity.
First State Super - Extras
Colonial Rollover Super and Custom Super - Diversified Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Growth: Morningstar Rating (as at 31 Jul ) Legal Structure: Superannuation Fund: Fund Inception: 3 Oct Fund Size: $ million (as at 30 Jun ) Entry Price.
The investment fees shown above are indicative only and are based on the estimated fees and costs for each investment option for the 12 months to 30 Juneapart from the Management fee which changed on 1 April and represents the amount charged from this date.
The fees charged by Colonial First State on its superannuation products will vary depending on which product you use and the investment option you choose. By way of example, Colonial First State says it charges the following fees on its Wholesale Diversified option within the FirstChoice Wholesale Superannuation product.
NGS Super and Australian Catholic Super agree on $21 billion merger. When considering investment options, remember to think about the time horizon before you can access your money, and decide how much risk versus returns you would like to achieve.
The Diversified (MySuper) investment option is the default option for accumulation accounts. Super is a long term investment. Your super savings are accumulated throughout your working life, typically years, a long time horizon in any investor’s book. Long enough, in any case, to ride out the inevitable ups and downs of investment markets and benefit from the long-term steady rise in the value of your investments.
Are you interested in investment, superannuation or retirement products? Find a fund from Colonial First State to meet your needs. ANZ Super Advantage - Colonial First State Diversified. Learn more about this managed fund including fund information, strategy, asset allocation & performance.
Superannuation investment options explained - Ask the experts
Find out more at Eureka Report. This section includes information on State Super’s investment strategies, investment performance reporting and investment policies. The assets in the Pooled Fund are managed in accordance with State Super’s investment policies and risk management framework.
Investment fees on existing Colonial First State Index options will also be reduced. The Conservative, Diversified and Growth investment options will give members access to a diverse range of assets with low fees of around % p.a. . The existing range of Colonial First State single sector index options will be similarly priced. First State Super CEO Deanne Stewart said: “To be recognised as one of just Australian businesses with WGEA’s Employer of Choice citation is a real honour and pleasing recognition of our ongoing effort to celebrate and support diversity and inclusion at First State Super.
· First State Super offers 12 investment options across its workplace, personal and retirement divisions, five of which are diversified and seven of which are asset-class specific. Its MySuper option, which makes up 80% of the overall fund, is a lifecycle option mix where members are placed into the diversified option until age 60, after which.
First State Super is proud to publish our industry-leading Climate Change Portfolio Transition Plan, a roadmap of timely actions and ambitious targets in response to the challenges and opportunities of climate change.
At the core of our Plan is our primary purpose: delivering strong long-term investment returns while creating a positive impact. A First Super Allocated Pension has numerous tax advantages, including no tax ~ on pension payments and investment earnings.
Take care of loved ones. A First Super Allocated Pension lets you decide who gets what’s left in your account after you’re gone, by nominating a reversionary beneficiary to continue to receive your pension payments or.
The latest fund information for CFS Colonial First State Wholesale Diversified Fixed Interest, including fund prices, fund performance, ratings, analysis, ratios & manager information.
First State Super - Allocated Pension Fund | Pension ...
Default compared to socially responsible options over 5 years; Super fund Default option 5-year crediting rate (to 30 June ) Socially responsible option 5-year crediting rate (to 30 June ) Australian Super: %: %: Care Super: %: %: Aware Super (formerly First State Super) [growth stage] %.
Up next in How super works. Choosing a super fund. How to compare and choose super funds. 2 min read. Types of super funds. Get to know your fund better. 3 min read. Self-managed super funds (SMSF) Understand if an SMSF is right for you. 4 min read. Getting your super. Find out when you can access your super. 2 min read. Find lost super. First State Super and WA Super signed a memorandum of understanding and entered due diligence on March 4 this year.
The funds are expected to finalise a merger by November WA Super, the smaller of the two, will get low fees, greater investment options and ongoing support for local services, First State. We’re here to help. So let’s talk.
If you would like to discuss your insurance option or have any other questions, please don’t hesitate to call our Member Services Team onor email us. # Intrafund advice and full service financial advice is provided by First Super Financial Planners, who are authorised representatives of Industry Fund Services Limited (IFS) (ABN 54 PORTFOLIOCARE® Super/Pension Service Investment Options.
MANAGED INVESTMENT OPTIONS Risk FSWD FSFAU Colonial First State Wholesale Diversified Fund / 5 JPMDIVT JPMAU Legg Mason Martin Currie Diversified Income Trust + / 5. FirstChoice Wholesale Personal Super There are no entry fees applicable on FirstChoice Wholesale Personal Super, however as outlined in the PDS, a ‘buy/sell spread’ (the difference between the entry and exit unit price) applies to some of the funds (this fee is not paid to Colonial First State).
· First State Super is planning to boost its domestic direct lending book to around A$2bn–$3bn (US$bn–$bn), the fund told Basis Point, rebalancing a .