Fidelity Australian Equities

From 1 December 2024 we have reduced the management fees and costs on Fidelity Australian Equities investment option. The table below details this fee changes. 

FirstChoice Wholesale Investments and FirstChoice Investments

Product

Option

Total of management fees and costs and performance fees (p.a.)

Management fees and costs (p.a.)

Product

Option

Total of management fees and costs and performance fees (p.a.)

New 1/12/2024

Management fees and costs (p.a.)

New 1/12/2024

Product

FirstChoice Wholesale Investments

Option

Fidelity Australian Equities

Total of management fees and costs and performance fees (p.a.)

1.07%

Total of management fees and costs and performance fees (p.a.)

1.02%

Management fees and costs (p.a.)

1.07%

Management fees and costs (p.a.)

1.02%

Product

FirstChoice Investments

Option

Fidelity Australian Equities

Total of management fees and costs and performance fees (p.a.)

1.10%

Total of management fees and costs and performance fees (p.a.)

1.05%

Management fees and costs (p.a.)

1.10%

Management fees and costs (p.a.)

1.05%

Fidelity Australian Equities – Fee reduction

From 1 December 2024 we have reduced the Investment fees and costs on Fidelity Australian Equities investment option. The table below details this fee change. 

FirstChoice Wholesale Personal Super and Pension

Product

Option

Total of management fees and costs and performance fees (p.a.)

Administration fees and costs (p.a.)

Management fees and costs (p.a.)

Product

Option

Total of management fees and costs and performance fees (p.a.)

New 1/12/2024

Administration fees and costs (p.a.)

Management fees and costs (p.a.)

New 1/12/2024

Product

FirstChoice Wholesale Personal Super

Option

Fidelity Australian Equities

Total of management fees and costs and performance fees (p.a.)

1.10%

Total of management fees and costs and performance fees (p.a.)

1.05%

Administration fees and costs (p.a.)

0.20%

Management fees and costs (p.a.)

0.90%

Management fees and costs (p.a.)

0.85%

Product

FirstChoice Wholesale Pension

Option

Fidelity Australian Equities

Total of management fees and costs and performance fees (p.a.)

1.10%

Total of management fees and costs and performance fees (p.a.)

1.05%

Administration fees and costs (p.a.)

0.20%

Management fees and costs (p.a.)

0.90%

Management fees and costs (p.a.)

0.85%

Product

FirstChoice Wholesale Pension

Option

Fidelity TTR Australian Equities

Total of management fees and costs and performance fees (p.a.)

1.10%

Total of management fees and costs and performance fees (p.a.)

1.05%

Administration fees and costs (p.a.)

0.20%

Management fees and costs (p.a.)

0.90%

Management fees and costs (p.a.)

0.85%

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at  https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.