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Web brightersuper.com.au
Email info@brightersuper.com.au
Post GPO Box 264, Brisbane QLD 4001


First Sentier Wholesale Global Credit Income Fund

For those seeking modest returns from global credit only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely modest fluctuations over shorter periods.

Return Target1

Aims to provide income-based returns and to outperform the Bloomberg AusBond Bank Bill Index over rolling 3-year periods before fees and taxes by investing in a diversified portfolio of relatively higher yielding Australian and international fixed interest investments.

Risk: Medium

Risk: Medium

Negative returns expected between 2 less than 3 years out of 20 years.

1 Investment markets are uncertain and future returns cannot be guaranteed.

First Sentier Wholesale Global Credit Income Fund - Estimated fees and costs

Accumulation & TTR administration fees and cost: 0.59% p.a. plus 0.03% p.a.1
Pension administration fees and costs: 0.50% p.a. plus 0.03% p.a.1
Investment fees and costs: 0.47%
Transaction costs: 0.04%

See the Fees and other costs section of the Optimiser Investment choice guide for a full explanation of the costs for each investment option.

1 This amount includes one off merger costs. This amount is not deducted from your account balance but is deducted from the Fund’s General Reserve.

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