FirstChoice Wholesale Investments Minimum investment $1,000, 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 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 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 ETF Exposure Series: US Treasury Bills
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Enhanced cash
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N/A Cash equivalents N/A Cash
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VanEck
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No minimum
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Very Low (1)
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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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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 Index Australian 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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Acadian Defensive Income
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Alternative income
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0% Australian Shares 100% Cash and Fixed Interest
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Acadian
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At least 3 years
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Medium (4)
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Unit prices
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First Sentier Target Return Income
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Alternative income
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0% Australian shares, global property securities and global listed infrastructure securities 100% Hybrids, cash and fixed interest
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FSI
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At least 5 years
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Medium (4)
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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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FirstRate Cash
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Cash and deposits
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100% Cash
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Commonwealth Bank Deposit
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No minimum
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Very Low (1)
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Unit prices
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FirstRate Cash Non-Auto-rebalancing
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Cash and deposits
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100% Cash
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Commonwealth Bank Deposit
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No minimum
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Very Low (1)
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Unit prices
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CFS Enhanced Cash
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Enhanced cash
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100% Cash and money market securities
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Colonial First State
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No minimum
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Very Low (1)
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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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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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Mutual Income
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Short duration fixed interest
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N/A Cash N/A Senior debt N/A Subordinated debt
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Mutual Limited
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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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Yarra Enhanced Income
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Short duration fixed interest
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N/A Fixed Income N/A Cash
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Yarra
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At Least 3 years
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Medium (4)
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Unit prices
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First Sentier Diversified Fixed Interest
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Diversified fixed interest
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100% Cash and fixed interest
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FSI
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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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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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Multi-manager
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At least 7 years
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High (6)
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Unit prices
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First Sentier Equity Income
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Lower volatility share
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N/A Australian shares N/A Cash
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FSI
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At least 7 years
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High (6)
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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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High (6)
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Unit prices
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Acadian 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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Alphinity Sustainable Share
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Australian share
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100% Australian shares 0% Cash
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Alphinity
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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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Antares Ex-20 Australian Equities
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Australian share
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100% Australian shares 0% Cash and cash equivalents
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Antares
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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 High Conviction
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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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DNR Capital Australian Equity Income
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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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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 Concentrated Australian Share
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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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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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Infinity Core Australian Equity
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Australian share
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100% Australian Share 0% Cash
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Infinity Asset 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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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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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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Realindex Australian Share Value
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Australian share
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100% Australian shares 0% Cash
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Realindex 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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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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T. Rowe Price Australian Equity
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Australian share
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100% Australian 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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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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Celeste Australian Small Companies
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Australian Share - Small Companies
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100% Australian shares 0% Cash
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Celeste
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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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Eiger Australian Small Companies
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Australian Share - Small Companies
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100% Australian Shares 0% Cash
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Eiger 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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First Sentier Australian Small Companies
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Australian share - small companies
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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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First Sentier Developing Companies
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Australian Share - Small Companies
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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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First Sentier Future Leaders
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Australian Share - Small Companies
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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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Infinity SMID Australian Equity
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Australian share - small companies
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100% Australian Share 0% Cash
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Infinity Asset 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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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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Realindex Australian Small Companies Value
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Australian Share - Small Companies
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100% Australian shares 0% Cash
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Realindex 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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Ironbark Royal London Core 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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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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CFS Global Health & Biotechnology
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Specialist Share
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100% Global Shares 10% 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 Technology & Communications
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Specialist Share
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100% Global Shares 10% 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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L1 Capital Catalyst
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Specialist share
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100% Australian shares 0% Cash
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L1 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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Perpetual Share-Plus Long-Short
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Specialist share
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N/A Australian Share - Long N/A Australian Share - Short N/A Australian Shares (net) N/A 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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Sage Capital Equity Plus
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Specialist Share
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100% Australian shares 0% Cash and cash equivalents 0% Derivatives
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Sage
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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 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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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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8.5% 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
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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 Diversified
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Moderate
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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
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Multi-manager
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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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CFS Moderate
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Moderate
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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
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Multi-manager
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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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CFS Balanced
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Growth
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22% Australian shares 31.5% Global shares and Private Equity 21% Property, Infrastructure, Alternatives 21% 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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27% Australian shares 34.5% Global shares and Private Equity 23% Property, Infrastructure, Alternatives 14.5% 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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34% Australian shares 45% Global shares and Private Equity 20% Property, Infrastructure, Alternatives 1% Cash
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Multi-manager
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At least 7 years
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High (6)
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Unit prices
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CFS Geared Growth Plus
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Geared
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33.5% Australian shares 36.5% Global shares 20% Property, Infrastructure, Alternatives 10% Yield
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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 Thrive+ Sustainable Growth
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Growth
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30% Australian shares 50% Global shares and Private Equity 9% Australian Fixed interest 10% Global Fixed interest 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 Enhanced Index Conservative
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Conservative
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10% Australian shares 14% Global shares 3% Global Property Securities 3% Global Infrastructure Securities 60% Fixed interest 10% Cash
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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 Enhanced Index Diversified
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Moderate
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17% Australian shares 25% Global shares 4% Global Property Securities 4% Global Infrastructure Securities 43% Fixed interest 7% Cash
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Multi-manager
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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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CFS Enhanced Index Moderate
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Moderate
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20% Australian shares 30% Global shares 5% Global Property Securities 5% Global Infrastructure Securities 35% Fixed interest 5% Cash
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Multi-manager
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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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CFS Enhanced Index Balanced
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Growth
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23% Australian shares 35% Global shares 6% Global Property Securities 6% Global Infrastructure Securities 27% Fixed interest 3% 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 Enhanced Index Growth
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Growth
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27.5% Australian shares 38.5% Global shares 7% Global Property Securities 7% Global Infrastructure Securities 19% Fixed interest 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 Enhanced Index High Growth
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High Growth
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33% Australian shares 46% Global shares 10% Global Property Securities 10% Global Infrastructure Securities 1% Cash
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Multi-manager
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At least 7 years
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High (6)
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Unit prices
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CFS Index Conservative
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Conservative
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10% Australian shares 14% Global shares 3% Global Property Securities 3% Global Infrastructure Securities 60% Fixed Interest 10% Cash
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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 Index Diversified
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Moderate
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18% Australian shares 24% Global shares 4% Global Property Securities 4% Global Infrastructure Securities 43% Fixed Interest 7% Cash
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Multi-manager
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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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CFS Index Moderate
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Moderate
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23% Australian shares 27% Global shares 5% Global Property Securities 5% Global Infrastructure Securities 35% Fixed Interest 5% Cash
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Multi-manager
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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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CFS Index Balanced
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Growth
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26% Australian shares 32% Global shares 6% Global Property Securities 6% Global Infrastructure Securities 27% Fixed Interest 3% 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 Index Growth
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Growth
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30% Australian shares 36% Global shares 7% Global Property Securities 7% Global Infrastructure Securities 19% Fixed Interest 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 Index High Growth
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High Growth
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35% Australian shares 44% Global shares 10% Global Property Securities 10% Global Infrastructure Securities 1% Cash
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Multi-manager
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At least 7 years
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High (6)
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Unit prices
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AZ Sestante Conservative
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Conservative
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N/A Cash N/A Australian shares N/A Global shares N/A Property and infrastructure securities N/A Fixed income N/A Alternatives
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AZ Sestante
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At least 3 years
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Medium (4)
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Unit prices
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Context Capital Short Term
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Conservative
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7.5% Australian shares 7.5% Global shares 6% Property and infrastructure securities 54% Fixed Income 25% Cash
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Context 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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First Sentier Conservative
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Conservative
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15% Australian shares 10% Global shares 5% Property securties 70% Fixed interest and cash
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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
|
|
Perpetual Conservative Growth
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Conservative
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11% Australian shares 10% Global shares 4% Property securities 56% Fixed income 7% Cash and enhanced cash 12% Alternatives
|
Perpetual Investments
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At least 3 years
|
Medium (4)
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Unit prices
|
|
AZ Sestante Diversified
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Moderate
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N/A Cash N/A Australian shares N/A Global shares N/A Property and infrastructure securities N/A Fixed income N/A Alternatives
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AZ Sestante
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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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|
Context Capital Medium Term
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Moderate
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20% Australian shares 20% Global shares 10% Property and infrastructure securities 32% Fixed Income 8% Alternatives 10% Cash
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Context Capital
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At least 5 years
|
Medium to high (5)
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Unit prices
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|
Evidentia Medium Term
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Moderate
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19% Australian Share 25% Global Shares 6% Property and Infrastructure Securities 0% Alternatives 0% Diversified 40% Fixed Income 10% Cash
|
Evidentia
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At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Balanced
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Moderate
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25% Australian shares 20% Global shares 5% Property securities 50% Fixed interest and cash
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Multi-manager
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At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Perpetual Diversified Growth
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Moderate
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21% Australian shares 19% Global shares 5% Property securities 39% Fixed income 4% Cash and enhanced cash 12% Alternatives
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Perpetual Investments
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
First Sentier Diversified
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Growth
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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
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Growth
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29% Australian shares 33% Global shares 16% Australian fixed interest 6% Australian property securities 10% Alternative investments 6% Cash
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Pendal
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At least 5 years
|
High (6)
|
Unit prices
|
|
Perpetual Balanced Growth
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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
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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
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At least 5 years
|
High (6)
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Unit prices
|
|
Perpetual Diversified Real Return
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Diversified Real Return
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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
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Diversified real return
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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
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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
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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
|
|