List of funds

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  • Investment type: Institutional and Master trusts
 
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Wholesale Premium Cash Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Premium Cash Fund Cash 100% Cash
Colonial First State No minimum Unit prices
Wholesale Premium Cash Enhanced Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Premium Cash Enhanced Fund Cash Colonial First State Unit prices
Wholesale Institutional Cash Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Institutional Cash Fund Cash 100% Cash
- No minimum Unit prices
Wholesale Index Funds
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Indexed Australian Bond Fund Fixed Interest CFS Indexed Unit prices
Colonial First State Wholesale Indexed Global Bond Fund Fixed Interest CFS Indexed Unit prices
Colonial First State Wholesale Indexed Australian Share Fund Australian Share 100% Australian shares
0% Cash
CFS Indexed Unit prices
Colonial First State Wholesale Indexed Global Share Fund Global Share 100% Global shares
0% Cash
CFS Indexed Unit prices
Colonial First State Wholesale Indexed Property Securities Fund Property Securities 100% Property securities
0% Cash
CFS Indexed 5 years Unit prices
Wholesale Funds
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
FirstChoice Wholesale Geared Global Share
Geared funds 100% Global shares
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Cash Cash and Deposits 100% Cash
Colonial First State No minimum Unit prices
Colonial First State Wholesale Global Credit Income
Short duration fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Colonial First State Wholesale Target Return Income Alternative income 100% Hybrids, cash and fixed interest
0% Australian shares
Colonial First State At least 3 years Unit prices
Colonial First State Wholesale Diversified Fixed Interest Diversified fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Colonial First State Wholesale Australian Bond Fund Australian fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Colonial First State Wholesale Equity Income Fund
Lower volatility share N/A Australian shares
N/A Cash
Colonial First State - Core At least 7 years Unit prices
Acadian Wholesale Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Wholesale Australian Share - Core
Australian Share 100% Australian shares
0% Cash
Colonial First State - Core 7 years Unit prices
Colonial First State Wholesale Concentrated Australian Share
Australian Share 100% Australian shares
0% Cash
Colonial First State - Growth 7 years Unit prices
Colonial First State Wholesale Imputation
Australian Share 100% Australian shares
0% Cash
Colonial First State - Growth 7 years Unit prices
Acadian Wholesale Global Equity
Global Share 100% Global shares
0% Cash
Acadian 7 years Unit prices
Colonial First State Wholesale Worldwide Leaders
Global share 100% Global shares
0% Cash
FirstState Stewart At least 7 years Unit prices
Acadian Wholesale Australian Equity Long Short
Specialist share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Acadian Wholesale Global Equity Long Short
Specialist share 100% Global Shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Wholesale Global Resources
Specialist share 100% Australian and global shares
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Global Property Securities
Global Property and Infrastructure Securities 100% Global property securities
0% Cash
Colonial First State 7 years Unit prices
Colonial First State Wholesale Global Listed Infrastructure Securities Fund
Global Property and Infrastructure Securities 100% Infrastructure securities
0% Cash
Colonial First State 7 years Unit prices
Acadian Wholesale Geared Global Equity
Geared funds 100% Global Shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Wholesale Geared Australian Share – Core Geared funds 100% Australian shares
0% Cash
Colonial First State - Core At least 7 years Unit prices
Colonial First State Wholesale Colliers Geared Global Property Securities
Geared funds 100% Global Property Securities
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Australian Share Fund
Australian Share 100% Australian shares
0% Cash
Colonial First State - Growth 5-6 years Unit prices
Colonial First State Wholesale Health & Biotechnology Fund Global Share 100% Global shares
0% Cash
Colonial First State 7 years Unit prices
Colonial First State Wholesale Global Technology & Communications Fund
Global Share 100% Global shares
0% Cash
Colonial First State 7 years Unit prices
Colonial First State Wholesale Income
Australian fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Colonial First state Wholesale Global Bond Fund Fixed Interest Colonial First State Unit prices
Colonial First State Wholesale Global Credit Fund Fixed Interest 100% Cash and fixed interest
Colonial First State 3 years Unit prices
Colonial First State Wholesale International High Yield Fund Fixed Interest Colonial First State Unit prices
Colonial First State Wholesale Australian Inflation-Linked Bond Fund Fixed Interest Colonial First State Unit prices
Colonial First State Wholesale Government Inflation-Linked Bond Fund
Fixed Interest 100% Cash and fixed interest
Colonial First State 3 years Unit prices
Colonial First State Wholesale Conservative
Conservative 15% Australian shares
10% Global shares
5% Property securities
70% Fixed interest and cash
Colonial First State 3 years Unit prices
Colonial First State Wholesale Balanced
Moderate 20% Australian shares
15% Global shares
10% Global resource shares
5% Property securities
50% Fixed interest and cash
Colonial First State 5 years Unit prices
Colonial First State Wholesale Diversified
Growth 30% Australian shares
20% Global shares
10% Global resource shares
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
Colonial First State 5 years Unit prices
Colonial First State Wholesale High Growth
High Growth 40% Australian shares
10% Australian small company shares
30% Global shares
20% Global resource and soft commodity shares
0% Cash
Colonial First State 7 years Unit prices
PM Capital Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
Antares At least 7 years Unit prices
Colonial First State Wholesale Small Companies - Core
Australian Share - Small Companies 100% Australian shares
0% Cash
Colonial First State - Core 7 years Unit prices
Generation Wholesale Global Share
Global share 100% Global shares
0% Cash
Generation At least 7 years Unit prices
Colonial First State Wholesale Geared Share
Geared funds 100% Australian shares
0% Cash
Colonial First State - Growth At least 7 years Unit prices
Colonial First State Wholesale Sovereign Australian Bond Fund Fixed Interest Colonial First State Unit prices
Wholesale Mezzanine Investments
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Acadian Defensive Income – Class A
Enhanced Yield 0% Australian Shares
100% Cash and Fixed Interest
Acadian 4 years Unit prices
Realindex Australian Share - Class A
Australian Share 100% Australian Shares
0% Cash
Realindex Investments 7 years Unit prices
Realindex Australian Small Companies - Class A
Australian Share - Small Companies 100% Australian Shares
0% Cash
Realindex Investments 7 years Unit prices
Realindex Emerging Markets – Class A
Global Share 100% Global Shares
0% Cash
Realindex Investments 7 years Unit prices
Realindex Global Share - Class A
Global shares 100% Global Shares
0% Cash
Realindex Investments 7 years Unit prices
Realindex Global Share Hedged - Class A
Global shares 100% Global Shares
0% Cash
Realindex Investments 7 years Unit prices
Colonial First State Global Listed Infrastructure Securities Fund – Class A
Global Property & Infrastructure Securities 100% Infrastructure securities
0% Cash
Colonial First State 5 years Unit prices
Acadian Australian Equity High Yield  Fund - Class A
Australian Share 100% Australian shares
0% Cash
Acadian 7 years Unit prices
Sanlam Managed Risk Australian Share - Class A
Australian Share 100% Australian shares
0% Cash and futures
Sanlam At least 7 years Unit prices
Colonial First State Asian Growth Fund - Class A Global share - emerging markets 100% Global shares
0% Cash
FirstState Stewart At least 7 years Unit prices
Aspect Diversified Futures - Class A
Global specialist and alternatives N/A Cash, futures and forwards
Aspect Capital 7 years Unit prices
Acadian Global Managed Volatility Equity Fund - Class A
Global Share 100% Global shares
0% Cash
Acadian 7 years Unit prices
CFS FirstChoice Multi-Index Conservative Fund – Class A Global Share Multi-manager 3 years Unit prices
CFS FirstChoice Multi-Index Diversified Fund – Class A Global Share Multi-manager 5 years Unit prices
CFS FirstChoice Multi-Index Balanced Fund – Class A Global Share Multi-manager 5 years Unit prices
Colonial First State FirstChoice Multi-Index High Growth Class A High Growth 40% Australian shares
15% Global shares
15% Global shares hedged
10% Emerging market shares
10% Global property securities
10% Global infrastructure securities
Multi-manager At least 7 years Unit prices
FirstChoice Multi-Index Moderate - Class A
Moderate 13% Cash
27% Fixed Interest
25% Australian Share
11% Global shares
12% Global shares - hedged
2% Emerging market shares
5% Global property securities
5% Global infrastructure securities
Multi-manager At least 5 years Unit prices
Sanlam Managed Risk Global Share - Class A
Global Share 0% Cash and futures
100% Global shares
Sanlam At least 7 years Unit prices
Sanlam Managed Risk Multi-Index High Growth - Class A
High Growth 0% Cash and futures
20% Property and infrastructure securities
80% Australian and global shares
Sanlam At least 7 years 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.