FirstChoice WS Pers Super - FirstChoice WS Emerging Markets

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106606-2023-11-22-02:25.pdf
FUND MANAGER Colonial First State Investments
ASX Code

The portfolios provide diversified exposure to a number of underlying asset classes by investing using specialist active investment managers in each portfolio.


To provide long-term capital growth from a diversified portfolio of predominantly emerging market companies. To outperform the Benchmark over rolling three-year periods before fees and taxes. 

BENCHMARK MSCI Emerging Markets Net Index
FUND SIZE MSCI Emerging Markets Net Index
FEES 1.55% p.a.



Benefits of investing in FirstChoice Wholesale

FirstChoice Wholesale is designed to help you achieve your investment goals and provides access to a wide range of managed funds from some of the world's most respected investment managers. FirstChoice Wholesale provides you with exceptional value, service and choice.


FirstChoice Wholesale is a leader in providing value for money. We provide what you want - a great platform at a competitive price.


Our brand is synonymous with service excellence. You will receive fast and personal service.


Over 130 investment options and over 70 investment managers give you real choice and diversity, across specialist boutiques and leading brands.

Investment options

With FirstChoice Wholesale, you can access a vast range of investment opportunities from well-respected Australian and international investment managers, including specialist boutique investment managers, across different asset classes such as shares, fixed interest, property and cash, all in the one place.

Personal customer service every time

We understand that our success depends on our ability to provide you with great service - every time. We have some of the most dedicated and highly trained people in the market, and we constantly aim for exceptional service.

No waiting for reports and statements

Instead of you waiting weeks for annual reports and tax statements, FirstChoice Wholesale provides you with consolidated reporting at least twice a year, which will give you a complete picture of all your investments and a summary of all your transactions.

FirstNet makes it easy

You can also access up-to-date information on your investments at any time via our secure internet site, FirstNet. FirstNet e-Post is the fast and secure way to submit original forms and requests via FirstNet, our secure online service. You no longer need to post the originals, saving you time and effort. You will receive an instant email confirmation when you submit your request and a reference number. You must only submit original forms.

Receive informative material

As an investor in FirstChoice Wholesale, you can look forward to receiving:

  • iQ magazine
  • regular statements
  • confirmation letters.



RISK LEVEL Very high
  • Are seeking capital growth
  • Are intending to use it as a core component or satellite/small allocation within a portfolio
  • Have a medium or long investment timeframe
  • Have a very high risk/return profile
  • Need the ability to have daily access to capital.



Key Features

The Fund Managers

 Origin Asset Management LLP

Origin Asset Management LLP is a London-based investment management boutique specialising in the management of global, international (ex-US) and emerging markets equities.
Origin uses a distinctive, systematic and evidence-based investment process. Origin’s working partners have an average of over 34 years investment experience and its global investment team has average experience of over 26 years.
Origin is 12% owned by its working partners. The balance is owned by Principal Financial Group of the US, a Fortune 500 company.
Origin’s working partners retain control over investment policy, process, and the day-to-day management of the business.

Franklin Templeton

Franklin Templeton is one of the world’s largest independent asset managers with over A$2.1 trillion* in assets under management. From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 70 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes 

Allspring Global Investments, LLC 

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what’s possible.

Fisher Investments (FI)

Fisher Investments is a leading independent investment adviser for a global client base of diverse investors including corporations, public and multi-employer pension funds, foundations and endowments, high-net-worth individuals, insurance companies, healthcare organisations and governments across North America, Australia, New Zealand, Canada, Europe, Asia and  the Middle East. 

How your FirstChoice Wholesale Personal Super account works

FirstChoice Wholesale Personal Super is an accumulation super fund. This means that each member has an account balance with money flowing in and out of the account.

When a contribution is made to your account, the contribution is used to purchase units in your chosen option. For example, if you make a contribution of $100 and the entry unit price for your chosen option is $1.00, then you will receive 100 units.

The value of your units may fluctuate due to the receipt of investment income and/or changes in the value of the underlying assets held in each option (except for FirstRate products, where the number of units changes as a result of the payment of interest). The unit price you receive may also be affected by other factors such as the payment of tax and other fund costs from the assets of the fund. Other costs that relate specifically to you, such as the payment of insurance premiums or adviser service fees, may also be deducted from your account via the withdrawal of units. This means that your account balance can fluctuate on a daily basis depending on market movements, the costs of running the fund and any expenses that relate specifically to your account.

How your FirstChoice pension account works

When you commence your pension, you are issued units in the investment option(s) you select. The value of units fluctuates as a result of changes in the value of the underlying assets or as a result of costs reflected in the unit price (except for the FirstRate Wholesale options, which are deposits with the Bank and the value changes as a result of the payment of interest). This means that your account balance can fluctuate on a daily basis depending on the value of the units which you hold in your account.

The unit price you receive is the unit price which applies on the day we receive a completed request, provided the request is received before 3pm, Sydney time, on any NSW business day.


Investment Strategy

To invest in a diversified portfolio of predominantly emerging market companies. The investments are managed by a number of leading emerging market share managers which have different, yet complementary, investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The underlying managers of this option have guidelines for managing currency exposure. The overall portfolio does not hedge currency risk.

Investment ranges

Asset class / Range / Benchmark
Global share / 95 -100% / 100%
Cash / 0% - 5% / 0%