FirstChoice Investments Minimum investment $5,000, Colonial First State and other fund managers
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Fund/option
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Investment category
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Benchmark asset allocation
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Investment manager
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Minimum suggested timeframe
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Risk rating
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Performance & prices
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More information
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CFS Fixed Interest
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Diversified fixed interest
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100% Fixed interest 0% Cash
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Multi-manager
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At least 3 years
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Medium to high (5)
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Unit prices
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CFS Australian Share
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Australian Share
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100% Australian shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Australian Small Companies
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Australian Share - Small Companies
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100% Australian shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Global Share
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Global share
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100% Global shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Global Share – Hedged
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Global Share
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100% Global shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Emerging Markets
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Global share - emerging markets
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100% Global shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Global Property Securities
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Global Property and Infrastructure Securities
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100% Global Property Securities 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Global Infrastructure Securities
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Global Property and Infrastructure Securities
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100% Global Infrastructure Securities 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Geared Australian Share (Multi-Manager)
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Geared
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100% Australian shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Geared Global Share
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Geared
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100% Global shares 0% Cash
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Multi-manager
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At least 7 years
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Very high (7)
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Unit prices
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CFS Index Australian Share
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Australian Share
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100% Australian shares 0% Cash
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SSgA
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At least 7 years
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Very high (7)
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Unit prices
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CFS Index Global Share
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Global Share
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100% Global shares 0% Cash
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SSgA
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At least 7 years
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Very high (7)
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Unit prices
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CFS Index Global Share – Hedged
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Global Share
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100% Global shares 0% Cash
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SSgA
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At least 7 years
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Very high (7)
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Unit prices
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CFS Index Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
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SSgA
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At least 7 years
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Very high (7)
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Unit prices
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Pendal Monthly Income Plus
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Alternative Income
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N/A Cash N/A Fixed Income N/A Australian Shares
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Pendal
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At least 5 years
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Medium to high (5)
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Unit prices
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First Sentier Strategic Cash
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Enhanced cash
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100% Cash and money market securities
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FSI
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No minimum
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Very Low (1)
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Unit prices
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Daintree Core Income
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Short duration fixed interest
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N/A Cash & Cash Equivalents N/A Australian Fixed Interest N/A Global Fixed Interest N/A High Yield N/A Mortgage and Asset Backed Securities
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Daintree
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At Least 3 years
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Medium (4)
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Unit prices
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Janus Henderson Diversified Credit
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Short duration fixed interest
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N/A Cash and short term securities N/A Corporate Debt N/A Australian Hybrids N/A Australian asset backed securities N/A Global High Yield Credit N/A Global Secured Loans N/A Emerging markets debt
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Janus Henderson
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At least 3 years
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Medium (4)
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Unit prices
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Kapstream Absolute Return Income
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Short duration fixed interest
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100% Cash and fixed interest (including derivatives)
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Kapstream
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At least 3 years
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Medium (4)
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Unit prices
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Macquarie Income Opportunities
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Short duration fixed interest
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N/A Investment Grade Fixed Income N/A High Yield N/A Emerging Market Debt N/A Cash
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Macquarie
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At least 3 years
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Medium (4)
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Unit prices
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Perpetual Diversified Income
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Short duration
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100% Cash and credit
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Perpetual Investments
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At least 3 years
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Medium (4)
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Unit prices
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PM Capital Enhanced Yield
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Short duration fixed interest
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N/A Cash and cash equivalents N/A Yield securities N/A Australian and global shares
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PM Capital
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At least 3 years
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Medium (4)
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Unit prices
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Schroder Absolute Return Income
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Short duration fixed interest
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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
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Schroders
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At least 3 years
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Medium (4)
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Unit prices
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Macquarie Dynamic Bond
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Diversified fixed interest
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N/A Sovereign bonds N/A Investment grade credit N/A High yield N/A Emerging markets debt
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Macquarie
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At least 3 years
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Medium to high (5)
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Unit prices
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PIMCO Global Bond
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Diversified fixed interest
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100% Cash and global fixed interest
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PIMCO
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At least 3 years
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Medium to high (5)
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Unit prices
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UBS Diversified Fixed Income
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Diversified fixed interest
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50% Australian fixed interest and cash 50% International fixed interest and cash
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UBS
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At least 3 years
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Medium to high (5)
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Unit prices
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PIMCO Australian Bond
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Australian fixed interest
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100% Cash and fixed interest
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PIMCO
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At least 3 years
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Medium (4)
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Unit prices
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Aspect Diversified Futures
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Alternatives
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N/A Cash, futures and forwards
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Aspect Capital
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At least 5 years
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Medium to high (5)
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Unit prices
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AB Managed Volatility Equities
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Lower volatility share
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100% Australian shares N/A Global Shares N/A Cash
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AllianceBernstein
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At least 7 years
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Very high (7)
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Unit prices
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Merlon Australian Share Income
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Australian share
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N/A Australian Shares N/A Cash, hybrids, options and futures
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Merlon
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At least 7 years
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High (6)
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Unit prices
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State Street Australian Equity
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Lower Volatility Share
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100% Australian shares 0% Cash
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SSgA
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Core Australian Equity
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Australian share
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100% Australian shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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Airlie Australian Share
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Australian Share
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N/A Australian shares N/A Cash and cash equivalents
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Airlie
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At least 7 years
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Very high (7)
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Unit prices
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Ausbil Active Sustainable Equity
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Australian share
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100% Australian shares 0% Cash
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Ausbil
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At least 7 years
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Very high (7)
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Unit prices
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Ausbil Australian Active Equity
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Australian share
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100% Australian shares 0% Cash
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Ausbil
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At least 7 years
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Very high (7)
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Unit prices
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Bennelong Ex-20 Australian Equities
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Australian share
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0% Cash 100% Australian Shares
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Bennelong
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At least 7 years
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Very high (7)
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Unit prices
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DNR Capital Australian Equities Income
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Australian share
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100% Australian shares 0% Cash
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DNR Capital
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At least 7 years
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Very high (7)
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Unit prices
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Fidelity Australian Equities
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Australian Share
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100% Australian shares 0% Cash
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Fidelity
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At least 7 years
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Very high (7)
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Unit prices
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First Sentier Imputation
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Australian Share
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100% Australian shares 0% Cash
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FSI
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At least 7 years
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Very high (7)
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Unit prices
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Investors Mutual Australian Share
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Australian share
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100% Australian shares 0% Cash
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Investors Mutual
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At least 7 years
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Very high (7)
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Unit prices
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Lazard Select Australian Equity
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Australian share
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98% Australian shares 2% Cash
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Lazard
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At least 7 years
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Very high (7)
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Unit prices
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Martin Currie Australia Equity Income
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Australian share
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100% Australian Shares 0% Cash
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Martin Currie
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At least 7 years
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Very high (7)
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Unit prices
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Pendal Australian Share
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Australian share
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100% Australian shares 0% Cash
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Pendal
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At least 7 years
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Very high (7)
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Unit prices
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Pendal Sustainable Australian Share
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Australian share
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100% Australian shares 0% Cash
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Pendal
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At least 7 years
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Very high (7)
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Unit prices
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Perennial Value Australian Share
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Australian share
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100% Australian shares 0% Cash
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Perennial Value
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At least 7 years
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Very high (7)
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Unit prices
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Perpetual Australian Share
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Australian Share
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100% Australian shares 0% Cash
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Perpetual Investments
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At least 7 years
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Very high (7)
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Unit prices
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Perpetual Industrial Share
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Australian Share
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100% Australian shares 0% Cash
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Perpetual Investments
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At least 7 years
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Very high (7)
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Unit prices
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Platypus Australian Equities
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Australian share
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100% Australian shares 0% Cash and cash equivalents
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Platypus
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At least 7 years
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Very high (7)
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Unit prices
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RQI Australian Value
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Australian share
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100% Australian shares 0% Cash
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RQI
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At least 7 years
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Very high (7)
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Unit prices
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Schroder Australian Equity
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Australian Share
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100% Australian Shares 0% Cash
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Schroders
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At least 7 years
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Very high (7)
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Unit prices
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Solaris Core Australian Equity
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Australian share
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100% Australian shares 0% Cash
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Solaris Invest Managers
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At least 7 years
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Very high (7)
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Unit prices
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WaveStone Australian Share
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Australian share
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100% Australian shares 0% Cash
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WaveStone Capital
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At least 7 years
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Very high (7)
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Unit prices
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Ausbil Australian Emerging Leaders
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Australian Share - Small Companies
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100% Australian shares 0% Cash
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Ausbil
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At least 7 years
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Very high (7)
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Unit prices
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Investors Mutual Future Leaders
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Australian Share - Small Companies
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100% Australian Shares 0% Cash
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Investors Mutual
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At least 7 years
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Very high (7)
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Unit prices
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Longwave Australian Small Companies
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Australian Share - Small Companies
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100% Australian Shares 0% Cash
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Longwave Capital
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At least 7 years
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Very high (7)
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Unit prices
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OC Premium Small Companies
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Australian Share - Small Companies
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0% Cash 100% Australian shares
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OC Funds Management
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At least 7 years
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Very high (7)
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Unit prices
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Pendal Smaller Companies
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Australian share - small companies
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100% Australian shares 0% Cash
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Pendal
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At least 7 years
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Very high (7)
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Unit prices
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RQI Australian Small Cap Value
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Australian Share - Small Companies
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100% Australian shares 0% Cash
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RQI
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Global Equity
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Global Share
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100% Global shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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Antipodes Global
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Global Share
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100% Global Shares 0% Cash and Fixed Interest
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Antipodes
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At least 7 years
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Very high (7)
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Unit prices
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Baillie Gifford Long Term Global Growth
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Global share
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100% Global shares 0% Cash
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Baillie Gifford
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At least 7 years
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Very high (7)
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Unit prices
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Barrow Hanley Global Share
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Global Share
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100% Global shares 0% Cash
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Barrow Hanley
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At least 7 years
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Very high (7)
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Unit prices
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Epoch Global Equity Shareholder Yield Fund
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Global share
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100% Equities 0% Cash
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Epoch
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At least 7 years
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Very high (7)
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Unit prices
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Ironbark Brown Advisory Global Share
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Global share
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100% Global shares 0% Cash
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Brown Advisory
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At least 7 years
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Very high (7)
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Unit prices
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Royal London Concentrated Global Share
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Global Share
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100% Global shares 0% Cash
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Royal London
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At least 7 years
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Very high (7)
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Unit prices
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Magellan Global Share
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Global share
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100% Global shares 0% Cash
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Magellan
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At least 7 years
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Very high (7)
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Unit prices
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MFS Global Equity
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Global Share
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100% Global shares 0% Cash
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MFS
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At least 7 years
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Very high (7)
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Unit prices
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RQI Global Value
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Global share
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100% Global shares 0% Cash
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RQI
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At least 7 years
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Very high (7)
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Unit prices
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RQI Global Value - Hedged
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Global share
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100% Global shares 0% Cash
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RQI
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At least 7 years
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Very high (7)
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Unit prices
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Stewart Investors Worldwide Leaders Sustainability
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Global share
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100% Global equities 0% Cash
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FSI
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At least 7 years
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Very high (7)
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Unit prices
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T. Rowe Price Global Equity
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Global share
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100% Global shares 0% Cash
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T Rowe Price
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At least 7 years
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Very high (7)
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Unit prices
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Platinum Asia
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Global share - emerging markets
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N/A Asian shares N/A Cash and fixed interest
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Platinum
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At least 7 years
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Very high (7)
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Unit prices
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Skerryvore Global Emerging Markets All-Cap
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Global share - emerging markets
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100% Global share 0% Cash
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Skerryvore
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Australian Equity Long Short
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Specialist share
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100% Australian shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Global Equity Long Short
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Specialist share
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100% Global Shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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CFS - Wellington Global Small Companies
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Specialist share
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100% Global shares 0% Cash
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Wellington Management
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At least 7 years
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Very high (7)
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Unit prices
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Janus Henderson Global Natural Resources
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Global Share
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100% Global shares 0% Cash
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Janus Henderson
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At least 7 years
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Very high (7)
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Unit prices
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PM Capital Global Companies
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Specialist Share
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N/A Equities N/A Yield securities N/A Cash
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PM Capital
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At least 7 years
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Very high (7)
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Unit prices
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Vinva Global Alpha Extension
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Specialist share
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100% Global shares 0% Cash
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Vinva
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At least 7 years
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Very high (7)
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Unit prices
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First Sentier Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
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FSI
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At least 7 years
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Very high (7)
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Unit prices
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Ironbark Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
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Ironbark
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At least 7 years
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Very high (7)
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Unit prices
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Martin Currie Real Income
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Australian property and infrastructure securities
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100% Australian property, utility and infrastructure securities
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Martin Currie
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At least 7 years
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Very high (7)
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Unit prices
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Pendal Property Investment
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Australian property and infrastructure securities
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100% Property securities 0% Cash
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Pendal
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At least 7 years
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Very high (7)
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Unit prices
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ClearBridge RARE Infrastructure Value
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Global property and infrastructure securities
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100% Global Infrastructure securities 0% Cash and cash equivalents
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ClearBridge
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At least 7 years
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Very high (7)
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Unit prices
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First Sentier Global Property Securities
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Global Property and Infrastructure Securities
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100% Global property securities 0% Cash
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FSI
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At least 7 years
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Very high (7)
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Unit prices
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Macquarie Global Listed Real Estate
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Global property and infrastructure securities
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100% Global property securities 0% Cash
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Macquarie
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At least 7 years
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Very high (7)
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Unit prices
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Magellan Infrastructure
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Global property and infrastructure securities
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100% Global infrastructure securities 0% Cash
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Magellan
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Geared Core Australian Equity
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Australian share
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100% Australian shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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Acadian Geared Global Equity
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Geared
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100% Global Shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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|
CFS Geared Share
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Geared
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100% Australian shares 0% Cash
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FSI
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At least 7 years
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Very high (7)
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Unit prices
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|
CFS Defensive
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Defensive
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4% Australian shares 6% Global shares 60% Fixed Interest and Private Debt 30% Cash and defensive alternatives
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Multi-manager
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At least 3 years
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Low to medium (3)
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Unit prices
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CFS Conservative
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Conservative
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8% Australian shares 15% Global shares and Private Equity 8% Property, Infrastructure, Alternatives 49% Fixed interest and Private Debt 20% Cash & defensive alternatives
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Multi-manager
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At least 3 years
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Medium (4)
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Unit prices
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CFS Moderate
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Moderate
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18% Australian shares 31.5% Global shares and Private Equity 12% Property, Infrastructure, Alternatives 29% Fixed interest and Private Debt 9.5% Cash & defensive alternatives
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Multi-manager
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At least 5 years
|
Medium to high (5)
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Unit prices
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|
CFS Balanced
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Growth
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21.5% Australian shares 36% Global shares and Private Equity 14% Property, Infrastructure, Alternatives 24% Fixed interest and Private Debt 4.5% Cash
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Multi-manager
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At least 5 years
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High (6)
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Unit prices
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|
CFS Growth
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Growth
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26.5% Australian shares 39.5% Global shares and Private Equity 16% Property, Infrastructure, Alternatives 17% Fixed interest and Private Debt 1% Cash
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Multi-manager
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At least 5 years
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High (6)
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Unit prices
|
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CFS High Growth
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High growth
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36% Australian shares 51% Global shares and Private Equity 12% Property, Infrastructure, Alternatives 1% Cash
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Multi-manager
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At least 7 years
|
High (6)
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Unit prices
|
|
CFS Geared Growth Plus
|
Geared
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35.5% Australian shares 42.5% Global shares 12% Property, Infrastructure, Alternatives 10% Yield
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Multi-manager
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At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Enhanced Index Conservative
|
Conservative
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10% Australian shares 16% Global shares 2% Global Property Securities 2% Global Infrastructure Securities 50% Fixed interest 20% Cash
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Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Enhanced Index Diversified
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Moderate
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17% Australian shares 27% Global shares 3% Global Property Securities 3% Global Infrastructure Securities 37% Fixed interest 13% Cash
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Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Enhanced Index Balanced
|
Growth
|
23% Australian shares 38% Global shares 4.5% Global Property Securities 4.5% Global Infrastructure Securities 25% Fixed interest 5% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index Growth
|
Growth
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27.5% Australian shares 42.5% Global shares 5% Global Property Securities 5% Global Infrastructure Securities 18% Fixed interest 2% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index High Growth
|
High Growth
|
36% Australian shares 51% Global shares 6% Global Property Securities 6% Global Infrastructure Securities 1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
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
|
|
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
|
|
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
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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
|
|
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
|
|