FirstChoice Wholesale Investments Minimum investment $1,000, Colonial First State and other fund managers
|
Fund/option
|
Investment category
|
Benchmark asset allocation
|
Investment manager
|
Minimum suggested timeframe
|
Risk rating
|
Performance & prices
|
More information
|
CFS Fixed Interest
|
Diversified fixed interest
|
100% Fixed interest 0% Cash
|
Multi-manager
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Alternatives
|
Alternatives
|
100% Alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Australian Share
|
Australian Share
|
100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Share
|
Global Share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Share - Hedged
|
Global Share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Asian Share
|
Global share - emerging markets
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Emerging Markets
|
Global share - emerging markets
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Property Securities
|
Australian property and infrastructure securities
|
100% Property securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Property Securities
|
Global Property and Infrastructure Securities
|
100% Global Property Securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Infrastructure Securities
|
Global Property and Infrastructure Securities
|
100% Global Infrastructure Securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Australian Share (Multi-Manager)
|
Geared
|
100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Global Share
|
Geared
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series: US Treasury Bills
|
Enhanced cash
|
N/A Cash equivalents N/A Cash
|
VanEck
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
CFS ETF Exposure Series - Physical Gold
|
Alternatives
|
N/A Commodities N/A Cash
|
Global X
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series - All-World ex-US Shares
|
Global Share
|
N/A Global shares N/A Cash
|
Vanguard
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series - US Shares
|
Global Share
|
N/A Global shares N/A Cash
|
BlackRock
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Index Global Bond
|
Diversified fixed interest
|
100% Global cash and fixed interest
|
Multi-manager
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Australian Share
|
Australian Share
|
100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Share
|
Global Share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Share - Hedged
|
Global Share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Property Securities
|
Australian property and infrastructure securities
|
100% Property securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Property Securities
|
Global property and infrastructure securities
|
100% Global property Securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Listed Infrastructure Securities
|
Global property and infrastructure securities
|
100% Global infrastructure Securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Index Australian Share
|
Geared
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Index Global Share
|
Geared
|
100% Global shares 0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Defensive Income
|
Alternative income
|
0% Australian Shares 100% Cash and Fixed Interest
|
Acadian
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
First Sentier Target Return Income
|
Alternative income
|
0% Australian shares, global property securities and global listed infrastructure securities 100% Hybrids, cash and fixed interest
|
FSI
|
At least 5 years
|
Medium (4)
|
Unit prices
|
|
Pendal Monthly Income Plus
|
Alternative Income
|
N/A Cash N/A Fixed Income N/A Australian Shares
|
Pendal
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
FirstRate Cash
|
Cash and deposits
|
100% Cash
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
FirstRate Cash Non-Auto-rebalancing
|
Cash and deposits
|
100% Cash
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
CFS Enhanced Cash
|
Enhanced cash
|
100% Cash and money market securities
|
Colonial First State
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
First Sentier Strategic Cash
|
Enhanced cash
|
100% Cash and money market securities
|
FSI
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
First Sentier Global Credit Income
|
Short duration fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Franklin Australian Absolute Return Bond
|
Short duration fixed interest
|
N/A Cash N/A Investment grade fixed income N/A High yield
|
Franklin Templeton
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Kapstream Absolute Return Income
|
Short duration fixed interest
|
100% Cash and fixed interest (including derivatives)
|
Kapstream
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Macquarie Income Opportunities
|
Short duration fixed interest
|
N/A Investment Grade Fixed Income N/A High Yield N/A Emerging Market Debt N/A Cash
|
Macquarie
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Mutual Income
|
Short duration fixed interest
|
N/A Cash N/A Senior debt N/A Subordinated debt
|
Mutual Limited
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Perpetual Diversified Income
|
Short duration
|
100% Cash and credit
|
Perpetual Investments
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
PM Capital Enhanced Yield
|
Short duration fixed interest
|
N/A Cash and cash equivalents N/A Yield securities N/A Australian and global shares
|
PM Capital
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Schroder Absolute Return Income
|
Short duration fixed interest
|
N/A Australian and global investment grade N/A Australian High Yield N/A Global High Yield N/A Cash and equivalent N/A Active Currency
|
Schroders
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Yarra Enhanced Income
|
Short duration fixed interest
|
N/A Fixed Income N/A Cash
|
Yarra
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Affirmative Global Impact Bond
|
Global fixed interest
|
100% Global cash and fixed income
|
Affirmative Investment
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Bentham Global Income
|
Diversified fixed interest
|
N/A Australian Hybrids N/A Global Hybrids N/A Global Loans N/A Global High Yield N/A Investment Grade Credit N/A Cash
|
Bentham
|
At Least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Brandywine Global Income Optimiser
|
Diversified fixed interest
|
N/A Cash and cash equivalents N/A Government securities N/A Global high yield N/A Emerging market debt N/A Investment grade fixed income N/A Mortgage and asset backed securities N/A Hybrids N/A Derivatives
|
Brandywine
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Colchester Global Government Bond
|
Diversified Fixed Interest
|
N/A Cash and global fixed interest
|
Colchester
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Diversified Fixed Interest
|
Diversified fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
PIMCO Diversified Fixed Interest
|
Diversified fixed interest
|
100% Cash and fixed interest
|
PIMCO
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
PIMCO Global Bond
|
Diversified fixed interest
|
100% Cash and global fixed interest
|
PIMCO
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
T. Rowe Price Dynamic Global Bond
|
Diversified fixed interest
|
N/A Government bond and government related bonds N/A Corporate bonds N/A Securitised N/A Cash and cash equivalents
|
T Rowe Price
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
UBS Diversified Fixed Income
|
Diversified fixed interest
|
50% Australian fixed interest and cash 50% International fixed interest and cash
|
UBS
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Janus Henderson Tactical Income
|
Australian fixed interest
|
N/A Cash N/A Conservative fixed interest N/A Australian Fixed Interest N/A High Yield Securities
|
Janus Henderson
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Pendal Sustainable Australian Fixed Interest
|
Australian fixed interest
|
100% Cash and fixed interest securities
|
Pendal
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
PIMCO Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
PIMCO
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Western Asset Australian Bond
|
Australian Fixed Interest
|
100% Cash and Fixed Interest
|
Western Asset
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Aspect Absolute Return
|
Alternatives
|
100% Cash and derivatives
|
Aspect Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Aspect Diversified Futures
|
Alternatives
|
N/A Cash, futures and forwards
|
Aspect Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
AB Managed Volatility Equities
|
Lower volatility share
|
100% Australian shares N/A Global Shares N/A Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Acadian Global Managed Volatility Equity
|
Lower volatility share
|
100% Global Shares 0% Cash
|
Acadian
|
At least 7 years
|
High (6)
|
Unit prices
|
|
First Sentier Equity Income
|
Lower volatility share
|
N/A Australian shares N/A Cash
|
FSI
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Merlon Australian Share Income
|
Australian share
|
N/A Australian Shares N/A Cash, hybrids, options and futures
|
Merlon
|
At least 7 years
|
High (6)
|
Unit prices
|
|
State Street Australian Equity
|
Lower Volatility Share
|
100% Australian shares 0% Cash
|
SSgA
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Acadian Australian Equity
|
Australian share
|
100% Australian shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Airlie Australian Share
|
Australian Share
|
N/A Australian shares N/A Cash and cash equivalents
|
Airlie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Alphinity Sustainable Share
|
Australian share
|
100% Australian shares 0% Cash
|
Alphinity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Antares Ex-20 Australian Equities
|
Australian share
|
100% Australian shares 0% Cash and cash equivalents
|
Antares
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Active Sustainable Equity
|
Australian share
|
100% Australian shares 0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Australian Active Equity
|
Australian share
|
100% Australian shares 0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bennelong Ex-20 Australian Equities
|
Australian share
|
0% Cash 100% Australian Shares
|
Bennelong
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
DNR Capital Australian Equities High Conviction
|
Australian Share
|
100% Australian shares 0% Cash
|
DNR Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
DNR Capital Australian Equity Income
|
Australian share
|
100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Australian Equities
|
Australian Share
|
100% Australian shares 0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Concentrated Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Imputation
|
Australian share
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Infinity Core Australian Equity
|
Australian share
|
100% Australian Share 0% Cash
|
Infinity Asset Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Investors Mutual Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
Investors Mutual
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Lazard Select Australian Equity
|
Australian share
|
98% Australian shares 2% Cash
|
Lazard
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Sustainable Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perennial Value Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
Perennial Value
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Australian Share
|
Australian Share
|
100% Australian shares 0% Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Industrial Share
|
Australian Share
|
100% Australian shares 0% Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Australian Share Value
|
Australian share
|
100% Australian shares 0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Schroder Australian Equity
|
Australian Share
|
100% Australian shares 0% Cash
|
Schroders
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Solaris Core Australian Equity
|
Australian share
|
100% Australian shares 0% Cash
|
Solaris Invest Managers
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Australian Equity
|
Australian share
|
100% Australian shares 0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
WaveStone Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
WaveStone Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Australian Emerging Leaders
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Celeste Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
Celeste
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Eiger Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian Shares 0% Cash
|
Eiger Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Australian Small Companies
|
Australian share - small companies
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Developing Companies
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Future Leaders
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Infinity SMID Australian Equity
|
Australian share - small companies
|
100% Australian Share 0% Cash
|
Infinity Asset Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
OC Premium Small Companies
|
Australian Share - Small Companies
|
0% Cash 100% Australian shares
|
OC Funds Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Australian Small Companies Value
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Sustainable Global Equity
|
Global Share
|
100% Global shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Antipodes Global
|
Global Share
|
100% Global Shares 0% Cash and Fixed Interest
|
Antipodes
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Sustainable Growth
|
Global share
|
100% Global shares 0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Long Term Global Growth
|
Global share
|
100% Global shares 0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Barrow Hanley Concentrated Global Share
|
Global share
|
100% Global shares 0% Cash
|
Barrow Hanley
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Barrow Hanley Global Share
|
Global Share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Epoch Global Equity Shareholder Yield
|
Global share
|
100% Equities 0% Cash
|
Epoch
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
GQG Partners Global Equity
|
Global Share
|
100% Global Shares 0% Cash and cash equivalents
|
GQG Partners
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
GQG Partners Global Equity - Hedged
|
Global share
|
100% Global shares 0% Cash and cash equivalents
|
GQG Partners
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Hyperion Global Growth Companies
|
Global Share
|
100% Global shares 0% Cash
|
Hyperion AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Intermede Global Equities
|
Global Share
|
100% Global Shares 0% Cash
|
Intermede
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Royal London Concentrated Global Share
|
Global share
|
100% Global shares 0% Cash
|
Royal London
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Royal London Core Global Share
|
Global share
|
100% Global shares 0% Cash
|
Royal London
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Global Share
|
Global share
|
100% Global shares 0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Global Share - Hedged
|
Global share
|
100% Global shares 0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
MFS Global Equity
|
Global Share
|
100% Global shares 0% Cash
|
MFS
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Nanuk New World
|
Global Share
|
100% Global Shares 0% Cash
|
Nanuk
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Global Select
|
Global Share
|
100% Global shares 0% Cash
|
JO Hambro
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Global Share Value
|
Global share
|
100% Global shares 0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Global Share Value - Hedged
|
Global share
|
100% Global shares 0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Worldwide Leaders Sustainability
|
Global share
|
100% Global shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Worldwide Sustainability
|
Global share
|
N/A Global shares N/A Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Talaria Global Equity
|
Global Share
|
100% Global shares and options 0% Cash
|
Talaria AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Global Equity
|
Global share
|
100% Global shares 0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Global Equity – Hedged
|
Global Share
|
100% Global shares 0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Asia
|
Global Share - emerging markets
|
100% Asian shares 0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Global Emerging Market Opportunities
|
Global share
|
100% Global shares 0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platinum Asia
|
Global share - emerging markets
|
N/A Asian shares N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Emerging Markets Value
|
Global share - emerging markets
|
100% Global shares 0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Global Emerging Markets Leaders Sustainability
|
Global share - emerging markets
|
100% Global shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Australian Equity Long Short
|
Specialist share
|
100% Australian shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Global Equity Long Short
|
Specialist share
|
100% Global shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bell Global Emerging Companies
|
Specialist Share
|
100% Global shares 0% Cash
|
Bell AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Health & Biotechnology
|
Specialist Share
|
100% Global Shares 10% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Small Companies
|
Specialist share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Technology & Communications
|
Specialist Share
|
100% Global Shares 10% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Janus Henderson Global Natural Resources
|
Global Share
|
100% Global shares 0% Cash
|
Janus Henderson
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
L1 Capital Catalyst
|
Specialist share
|
100% Australian shares 0% Cash
|
L1 Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Share-Plus Long-Short
|
Specialist share
|
N/A Australian Share - Long N/A Australian Share - Short N/A Australian Shares (net) N/A Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platinum International
|
Specialist Share
|
N/A Global shares N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
PM Capital Global Companies
|
Specialist Share
|
N/A Equities N/A Yield securities N/A Cash
|
PM Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Sage Capital Equity Plus
|
Specialist Share
|
100% Australian shares 0% Cash and cash equivalents 0% Derivatives
|
Sage
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Property Securities
|
Australian property and infrastructure securities
|
100% Property securities 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Property Securities
|
Australian property and infrastructure securities
|
100% Property securities 0% Cash
|
Ironbark
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Martin Currie Real Income
|
Australian property and infrastructure securities
|
100% Australian property, utility and infrastructure securities
|
Martin Currie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Property Investment
|
Australian property and infrastructure securities
|
100% Property securities 0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Global Listed Infrastructure
|
Global property and infrastructure securities
|
100% Infrastructure securities 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Global Property Securities
|
Global property and infrastructure securities
|
100% Global property securities 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Macquarie Global Listed Real Estate
|
Global property and infrastructure securities
|
100% Global property securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Infrastructure
|
Global property and infrastructure securities
|
100% Global infrastructure securities 0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Quay Global Real Estate - Unhedged
|
Global property and infrastructure securities
|
100% Global Shares 0% Cash and cash equivalents
|
Quay
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Resolution Capital Global Property Securities
|
Global property and infrastructure securities
|
100% Global property securities 0% Cash
|
Resolution Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Geared Australian Equity
|
Australian share
|
100% Australian shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Geared Sustainable Global Equity
|
Geared
|
100% Global shares 0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Share
|
Geared
|
100% Australian shares 0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Defensive
|
Defensive
|
4% Australian shares 6% Global shares 60% Fixed Interest and Private Debt 30% Cash and defensive alternatives
|
Multi-manager
|
At least 3 years
|
Low to medium (3)
|
Unit prices
|
|
CFS Conservative
|
Conservative
|
8.5% Australian shares 11.5% Global shares and Private Equity 13% Property, Infrastructure, Alternatives 49.5% Fixed interest and Private Debt 17.5% Cash & defensive alternatives
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Diversified
|
Moderate
|
15.5% Australian shares 22.75% Global shares and Private Equity 15% Property, Infrastructure, Alternatives 34.25% Fixed interest and Private Debt 12.5% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Moderate
|
Moderate
|
19% Australian shares 27.5% Global shares and Private Equity 17% Property, Infrastructure, Alternatives 28% Fixed interest and Private Debt 8.5% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Balanced
|
Growth
|
22% Australian shares 31.5% Global shares and Private Equity 21% Property, Infrastructure, Alternatives 21% Fixed interest and Private Debt 4.5% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Growth
|
Growth
|
27% Australian shares 34.5% Global shares and Private Equity 23% Property, Infrastructure, Alternatives 14.5% Fixed interest and Private Debt 1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS High Growth
|
High growth
|
34% Australian shares 45% Global shares and Private Equity 20% Property, Infrastructure, Alternatives 1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
CFS Geared Growth Plus
|
Geared
|
33.5% Australian shares 36.5% Global shares 20% Property, Infrastructure, Alternatives 10% Yield
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Thrive+ Sustainable Growth
|
Growth
|
30% Australian shares 50% Global shares and Private Equity 9% Australian Fixed interest 10% Global Fixed interest 1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index Conservative
|
Conservative
|
10% Australian shares 14% Global shares 3% Global Property Securities 3% Global Infrastructure Securities 60% Fixed interest 10% Cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Enhanced Index Diversified
|
Moderate
|
17% Australian shares 25% Global shares 4% Global Property Securities 4% Global Infrastructure Securities 43% Fixed interest 7% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Enhanced Index Moderate
|
Moderate
|
20% Australian shares 30% Global shares 5% Global Property Securities 5% Global Infrastructure Securities 35% Fixed interest 5% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Enhanced Index Balanced
|
Growth
|
23% Australian shares 35% Global shares 6% Global Property Securities 6% Global Infrastructure Securities 27% Fixed interest 3% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index Growth
|
Growth
|
27.5% Australian shares 38.5% Global shares 7% Global Property Securities 7% Global Infrastructure Securities 19% Fixed interest 1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index High Growth
|
High Growth
|
33% Australian shares 46% Global shares 10% Global Property Securities 10% Global Infrastructure Securities 1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
CFS Index Conservative
|
Conservative
|
10% Australian shares 14% Global shares 3% Global Property Securities 3% Global Infrastructure Securities 60% Fixed Interest 10% Cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Index Diversified
|
Moderate
|
18% Australian shares 24% Global shares 4% Global Property Securities 4% Global Infrastructure Securities 43% Fixed Interest 7% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Moderate
|
Moderate
|
23% Australian shares 27% Global shares 5% Global Property Securities 5% Global Infrastructure Securities 35% Fixed Interest 5% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Balanced
|
Growth
|
26% Australian shares 32% Global shares 6% Global Property Securities 6% Global Infrastructure Securities 27% Fixed Interest 3% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Index Growth
|
Growth
|
30% Australian shares 36% Global shares 7% Global Property Securities 7% Global Infrastructure Securities 19% Fixed Interest 1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Index High Growth
|
High Growth
|
35% Australian shares 44% Global shares 10% Global Property Securities 10% Global Infrastructure Securities 1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
AZ Sestante Conservative
|
Conservative
|
N/A Cash N/A Australian shares N/A Global shares N/A Property and infrastructure securities N/A Fixed income N/A Alternatives
|
AZ Sestante
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Context Capital Short Term
|
Conservative
|
7.5% Australian shares 7.5% Global shares 6% Property and infrastructure securities 54% Fixed Income 25% Cash
|
Context Capital
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
First Sentier Conservative
|
Conservative
|
15% Australian shares 10% Global shares 5% Property securties 70% Fixed interest and cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Perpetual Conservative Growth
|
Conservative
|
11% Australian shares 10% Global shares 4% Property securities 56% Fixed income 7% Cash and enhanced cash 12% Alternatives
|
Perpetual Investments
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
AZ Sestante Diversified
|
Moderate
|
N/A Cash N/A Australian shares N/A Global shares N/A Property and infrastructure securities N/A Fixed income N/A Alternatives
|
AZ Sestante
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Context Capital Medium Term
|
Moderate
|
20% Australian shares 20% Global shares 10% Property and infrastructure securities 32% Fixed Income 8% Alternatives 10% Cash
|
Context Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Evidentia Medium Term
|
Moderate
|
19% Australian Share 25% Global Shares 6% Property and Infrastructure Securities 0% Alternatives 0% Diversified 40% Fixed Income 10% Cash
|
Evidentia
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Balanced
|
Moderate
|
25% Australian shares 20% Global shares 5% Property securities 50% Fixed interest and cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Perpetual Diversified Growth
|
Moderate
|
21% Australian shares 19% Global shares 5% Property securities 39% Fixed income 4% Cash and enhanced cash 12% Alternatives
|
Perpetual Investments
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Diversified
|
Growth
|
35% Australian shares 25% Global shares 5% Property securities 5% Global infrastructure securities 30% Fixed interest and cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Pendal Sustainable Balanced
|
Growth
|
29% Australian shares 33% Global shares 16% Australian fixed interest 6% Australian property securities 10% Alternative investments 6% Cash
|
Pendal
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Perpetual Balanced Growth
|
Growth
|
31% Australian shares 28% Global shares 6% Property securities 21% Fixed income 2% Cash and enhanced cash 12% Alternatives
|
Perpetual Investments
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Drummond Dynamic Plus
|
Diversified real return
|
N/A Australian shares N/A Global Shares N/A Property and infrastructure securities N/A Alternatives N/A Global Fixed Income N/A Corporate Bonds N/A Cash & Derivatives
|
Drummond Capital
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Perpetual Diversified Real Return
|
Diversified Real Return
|
N/A Australian shares N/A Global shares N/A Fixed income and credit N/A Commodities N/A Property securities N/A Cash
|
Perpetual Investments
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Schroder Real Return
|
Diversified real return
|
N/A Cash and cash equivalents, investment grade securities N/A Australian and global high yield, emerging market debt and Asian bonds N/A Australian and global shares and property securities 0% Cash
|
Schroders
|
At least 5 years
|
High (6)
|
Unit prices
|
|
AZ Sestante Growth
|
High Growth
|
N/A Cash N/A Australian shares N/A Global shares N/A Property and infrastructure securities N/A Fixed income N/A Alternatives
|
AZ Sestante
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Context Capital Long Term
|
High growth
|
40% Australian shares 45% Global shares 10% Property and infrastructure securities 0% Fixed Income 5% Alternatives 0% Cash
|
Context Capital
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Evidentia Long Term
|
High growth
|
45% Australian Share 47% Global Shares 6% Property and Infrastructure Securities 0% Alternatives 0% Diversified 0% Fixed Income 2% Cash
|
Evidentia
|
At least 7 years
|
High (6)
|
Unit prices
|
|
First Sentier High Growth
|
High growth
|
40% Australian shares 10% Australian small companies 50% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|