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List of funds

Investment type: Investment products
Products: FirstChoice Wholesale Investments
Asset class: Multi-sector only

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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 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance 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)	Performance Unit prices

Product Disclosure Statements (PDSs) describing each product are available from this site or by contacting our Investor Service Centre on 13 13 36. The relevant PDS should be considered before making a decision about any product.

Minimum suggested timeframes
Investment professional will have differing views about the minimum period you should hold various investments, and your own personal circumstances will also affect your decision. The minimum investment period ranges are listed, however, you should regularly review your investment decision with your financial adviser because your investment needs or market conditions may change over time. Our minimum suggested investment timeframes should not be considered personal advice.

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