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  • Investment type: Investment products
  • Products: FirstChoice Wholesale Investments
 
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FirstChoice Wholesale Investments Minimum investment $5,000, Colonial First State and other fund managers
Fund/option Investment category Benchmark asset
allocation 		Investment
manager 		Minimum suggested
timeframe 		Performance & prices More information
FirstChoice Wholesale Fixed Interest
 Diversified fixed interest 100% Fixed interest
0% Cash
 Multi-manager At least 3 years Unit prices
FirstChoice Wholesale Alternatives
 Alternatives 100% Alternatives
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Lower Volatility Australian Share
 Lower volatility share 100% Australian shares
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Australian Share
 Australian Share 100% Australian shares
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Australian Small Companies
 Australian Share - Small Companies 100% Australian shares
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Global Share
 Global Share 100% Global shares
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Global Share - Hedged
 Global Share 100% Global shares
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Asian Share
 Global share - emerging markets 100% Global shares
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Emerging Markets
 Global share - emerging markets 100% Global shares
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Global Small Companies
 Specialist share 100% Global shares
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Property Securities
 Australian property and infrastructure securities 100% Property securities
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Global Property Securities
 Global Property and Infrastructure Securities 100% Global Property Securities
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Global Infrastructure Securities
 Global Property and Infrastructure Securities 100% Global Infrastructure Securities
0% Cash
 Multi-manager 7 years Unit prices
FirstChoice Wholesale Geared Australian Share
 Geared funds 100% Australian shares
0% Cash
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Geared Global Share
 Geared 100% Global shares
0% Cash
 Multi-manager At least 7 years Unit prices
Colonial First State Wholesale Index Australian Bond
 Australian fixed interest 100% Cash and fixed interest
 Multi-manager At least 3 years Unit prices
Colonial First State Wholesale Index Global Bond
 Diversified fixed interest 100% Global cash and fixed interest
 Colonial First State At least 3 years Unit prices
Colonial First State Wholesale Index Australian Share
 Australian Share 100% Australian shares
0% Cash
 Multi-manager 7 years Unit prices
CFS W'sale Index Global Share
 Global Share 100% Global shares
0% Cash
 Colonial First State 7 years Unit prices
CFS W'sale Index Global Share Hedged
 Global Share 100% Global shares
0% Cash
 Colonial First State 7 years Unit prices
Colonial First State Wholesale Index Property Securities
 Australian property and infrastructure securities 100% Property securities
0% Cash
 Multi-manager At least 7 years Unit prices
Colonial First State Wholesale Index Global Property Securities
 Global property and infrastructure securities 100% Global property Securities
0% Cash
 Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Index Global Listed Infrastructure Securities
 Global property and infrastructure securities 100% Global infrastructure Securities
0% Cash
 Colonial First State At least 7 years Unit prices
First Sentier Wholesale Target Return Income
 Alternative income 0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
 FSI At least 5 years Unit prices
First Sentier Wholesale Strategic Cash
 Enhanced cash 100% Cash and money market securities
 FSI No minimum Unit prices
First Sentier Wholesale Global Credit Income
 Short duration fixed interest 100% Cash and fixed interest
 FSI At least 3 years Unit prices
Kapstream Wholesale Absolute Return Income
 Short duration fixed interest 100% Cash and fixed interest (including derivatives)
 Kapstream At least 3 years Unit prices
Macquarie Wholesale Income Opportunities
 Short duration fixed interest N/A Investment Grade Fixed Income
N/A High Yield
N/A Emerging Market Debt
N/A Cash
 Macquarie At least 3 years Unit prices
Perpetual Wholesale Diversified Income
 Short duration 100% Cash and credit
 Perpetual Investments At least 3 years Unit prices
PM Capital Wholesale Enhanced Yield
 Short duration fixed interest N/A Yield securities
N/A Australian and global shares
N/A Cash
 PM Capital At least 3 years Unit prices
Schroder Wholesale Absolute Return Income
 Short duration fixed interest N/A Australian and global investment grade
N/A Australian High Yield
N/A Global High Yield
N/A Cash and equivalent
N/A Active Currency
 Schroders At least 3 years Unit prices
Acadian Wholesale Defensive Income
 Alternative income 0% Australian Shares
100% Cash and Fixed Interest
 Acadian At least 3 years Unit prices
Pendal Wholesale Monthly Income Plus
 Alternative Income N/A Cash
N/A Fixed Income
N/A Australian Shares
 Pendal At least 5 years Unit prices
Affirmative Wholesale Global Bond
 Global fixed interest 100% Global cash and fixed income
 Affirmative Investment At least 3 years Unit prices
Colchester Wholesale Global Government Bond
 Diversified Fixed Interest N/A Cash and global fixed interest
 Colchester At least 3 years Unit prices
First Sentier Wholesale Diversified Fixed Interest
 Diversified fixed interest 100% Cash and fixed interest
 FSI At least 3 years Unit prices
Franklin Templeton Wholesale Multisector Bond
 Diversified fixed interest 100% Global fixed income
N/A Global high yield
N/A Emerging market debt
N/A Cash
 Franklin Templeton At least 3 years Unit prices
PIMCO Wholesale Global Bond
 Diversified fixed interest 100% Cash and global fixed interest
 PIMCO At least 3 years Unit prices
UBS Wholesale Diversified Fixed Income
 Diversified fixed interest 50% Australian fixed interest and cash
50% International fixed interest and cash
 UBS At least 3 years Unit prices
First Sentier Wholesale Australian Bond
 Australian fixed interest 100% Cash and fixed interest
 FSI At least 3 years Unit prices
PIMCO Wholesale Australian Bond
 Australian fixed interest 100% Cash and fixed interest
 PIMCO At least 3 years Unit prices
Aspect Wholesale Absolute Return
 Alternatives 100% Cash and derivatives
 Aspect Capital At least 5 years Unit prices
Aspect Wholesale Diversified Futures
 Alternatives N/A Cash, futures and forwards
 Aspect Capital At least 5 years Unit prices
Acadian Wholesale Global Managed Volatility Equity
 Lower volatility share 100% Global Shares
0% Cash
 Acadian At least 7 years Unit prices
First Sentier Wholesale Equity Income
 Lower volatility share N/A Australian shares
N/A Cash
 FSI At least 7 years Unit prices
Merlon Wholesale Australian Share Income
 Australian share N/A Australian Shares
N/A Cash, hybrids, options and futures
 Merlon At least 7 years Unit prices
Milliman Wholesale Managed Risk Australian Share
 Australian Share 100% Australian shares
0% Cash
 Milliman At least 7 years Unit prices
Milliman Wholesale Managed Risk Global Share
 Global Share 100% Global shares
0% Cash and futures
 Milliman At least 7 years Unit prices
State Street Wholesale Australian Equity
 Lower Volatility Share 100% Australian shares
0% Cash
 SSgA At least 7 years Unit prices
Acadian Wholesale Australian Equity
 Australian share 100% Australian shares
0% Cash
 Acadian At least 7 years Unit prices
Alphinity Wholesale Sustainable Share
 Australian share 100% Australian shares
0% Cash
 Alphinity At least 7 years Unit prices
Ausbil Wholesale Australian Active Equity
 Australian share 100% Australian shares
0% Cash
 Ausbil Dexia At least 7 years Unit prices
Bennelong Wholesale Ex-20 Australian Equities
 Australian share 0% Cash
100% Australian Shares
 Bennelong At least 7 years Unit prices
BlackRock Wholesale Advantage Australian Equity
 Australian share 100% Australian shares
0% Cash
 BlackRock At least 7 years Unit prices
Fidelity Wholesale Australian Equities
 Australian Share 100% Australian shares
0% Cash
 Fidelity 7 years Unit prices
First Sentier Wholesale Concentrated Australian Share
 Australian share 100% Australian shares
0% Cash
 FSI At least 7 years Unit prices
First Sentier Wholesale Imputation
 Australian share 100% Australian shares
0% Cash
 FSI At least 7 years Unit prices
Investors Mutual Wholesale Australian Share
 Australian share 100% Australian shares
0% Cash
 Investors Mutual At least 7 years Unit prices
Lazard Wholesale Select Australian Equity
 Australian share 98% Australian shares
2% Cash
 Lazard At least 7 years Unit prices
Maple-Brown Abbott Wholesale Australian Share
 Australian Share 100% Australian shares
0% Cash
 Maple Brown Abbott At least 7 years Unit prices
Nikko AM Wholesale Australian Share Concentrated
 Australian Share 100% Australian shares
0% Cash
 Nikko AM At least 7 years Unit prices
Pendal Wholesale Australian Share
 Australian share 100% Australian shares
0% Cash
 Pendal At least 7 years Unit prices
Pendal Wholesale Sustainable Australian Share
 Australian share 100% Australian shares
0% Cash
 Pendal At least 7 years Unit prices
Perennial Value Wholesale Australian Share
 Australian share 100% Australian shares
0% Cash
 Perennial Value At least 7 years Unit prices
Perpetual Wholesale Australian Share
 Australian Share 100% Australian shares
0% Cash
 Perpetual Investments 7 years Unit prices
Perpetual Wholesale Industrial Share
 Australian Share 100% Australian shares
0% Cash
 Perpetual Investments 7 years Unit prices
Realindex Wholesale Australian Share
 Australian share 100% Australian shares
0% Cash
 Realindex Investments At least 7 years Unit prices
Schroder W'sale Aust Equity
 Australian Share 100% Australian Shares
0% Cash
 Schroders 7 years Unit prices
Solaris Wholesale Core Australian Equity
 Australian share 100% Australian shares
0% Cash
 Solaris Invest Managers At least 7 years Unit prices
T. Rowe Price Wholesale Australian Equity
 Australian share 100% Australian shares
0% Cash
 T Rowe Price At least 7 years Unit prices
WaveStone Wholesale Australian Share
 Australian share 100% Australian shares
0% Cash
 WaveStone Capital At least 7 years Unit prices
Ausbil Wholesale Australian Emerging Leaders
 Australian Share - Small Companies 100% Australian shares
0% Cash
 Ausbil Dexia 7 years Unit prices
Celeste Wholesale Australian Small Companies
 Australian Share - Small Companies 100% Australian shares
0% Cash
 Celeste At least 7 years Unit prices
First Sentier Wholesale Australian Small Companies
 Australian share - small companies 100% Australian shares
0% Cash
 FSI At least 7 years Unit prices
First Sentier Wholesale Developing Companies
 Australian Share - Small Companies 100% Australian shares
0% Cash
 FSI 7 years Unit prices
First Sentier Wholesale Future Leaders
 Australian Share - Small Companies 100% Australian shares
0% Cash
 FSI 7 years Unit prices
OC Wholesale Premium Small Companies
 Australian Share - Small Companies 0% Cash
100% Australian shares
 OC Funds Management At least 7 years Unit prices
Realindex Wholesale Australian Small Companies
 Australian Share - Small Companies 100% Australian shares
0% Cash
 Realindex Investments At least 7 years Unit prices
Acadian Wholesale Sustainable Global Equity
 Global Share 100% Global shares
0% Cash
 Acadian At least 7 years Unit prices
Altrinsic Wholesale Global Equity
 Global share 14% Global emerging market shares
86% Global developed market shares
0% Cash
 Altrinsic At least 7 years Unit prices
Antipodes Wholesale Global
 Global Share 100% Global Shares
0% Cash and Fixed Interest
 Antipodes At least 7 years Unit prices
Baillie Gifford Wholesale Global Stewardship
 Global share 100% Global shares
0% Cash
 Baillie Gifford At least 7 years Unit prices
Baillie Gifford Wholesale Long Term Global Growth
 Global share 100% Global shares
0% Cash
 Baillie Gifford At least 7 years Unit prices
Epoch Wholesale Global Equity Shareholder Yield Fund
 Global share 100% Equities
0% Cash
 Epoch At least 7 years Unit prices
Magellan Wholesale Global Share
 Global share 100% Global shares
0% Cash
 Magellan At least 7 years Unit prices
Magellan Wholesale Global Share - Hedged
 Global share 100% Global shares
0% Cash
 Magellan At least 7 years Unit prices
MFS Wholesale Global Equity
 Global Share 100% Global shares
0% Cash
 MFS 7 years Unit prices
Pendal Wholesale Concentrated Global Share
 Global share 100% Global shares
0% Cash
 Pendal At least 7 years Unit prices
Perpetual Wholesale Global Share
 Global Share 100% Global shares
0% Cash
 Perpetual Investments At least 7 years Unit prices
Platinum Wholesale International
 Global share N/A Global shares
N/A Cash and fixed interest
 Platinum At least 7 years Unit prices
PM Capital Wholesale Global Companies
 Global share N/A Equities
N/A Yield securities
N/A Cash
 PM Capital At least 7 years Unit prices
Realindex Wholesale Global Share
 Global share 100% Global shares
0% Cash
 Realindex Investments At least 7 years Unit prices
Realindex Wholesale Global Share Hedged
 Global share 100% Global shares
0% Cash
 Realindex Investments At least 7 years Unit prices
Stewart Investors Wholesale Worldwide Leaders Sustainability
 Global share 100% Global shares
0% Cash
 FSI At least 7 years Unit prices
Stewart Investors Wholesale Worldwide Sustainability
 Global share 100% Global shares
0% Cash
 FSI At least 7 years Unit prices
T. Rowe Price Wholesale Global Equity
 Global share 100% Global shares
0% Cash
 T Rowe Price At least 7 years Unit prices
Pendal Wholesale Global Emerging Market Opportunities
 Global share 100% Global shares
0% Cash
 Pendal At least 7 years Unit prices
Platinum Wholesale Asia
 Global share - emerging markets N/A Asian shares
N/A Cash and fixed interest
 Platinum At least 7 years Unit prices
Realindex Wholesale Emerging Markets
 Global share - emerging markets 100% Global shares
0% Cash
 Realindex Investments At least 7 years Unit prices
Acadian Wholesale Australian Equity Long Short
 Specialist share 100% Australian shares
0% Cash
 Acadian At least 7 years Unit prices
Acadian Wholesale Global Equity Long Short
 Specialist share 100% Global shares
0% Cash
 Acadian At least 7 years Unit prices
Bennelong Kardinia Wholesale Absolute Return
 Specialist share 100% Australian shares
100% Cash and cash equivalents
 Kardinia Capital At least 7 years Unit prices
Colonial First State Wholesale Global Health & Biotechnology
 Specialist Share 100% Global Shares
10% Cash
 Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Global Technology & Communications
 Specialist Share 100% Global Shares
10% Cash
 Colonial First State At least 7 years Unit prices
Janus Henderson Wholesale Global Natural Resources
 Global Share 100% Global shares
0% Cash
 Janus Henderson At least 7 years Unit prices
APN Wholesale AREIT
 Australian property and infrastructure securities 100% Property securities
0% Cash
 APN At least 7 years Unit prices
First Sentier Wholesale Property Securities
 Australian property and infrastructure securities 100% Property securities
0% Cash
 FSI At least 7 years Unit prices
Ironbark Wholesale Property Securities
 Australian property and infrastructure securities 100% Property securities
0% Cash
 Ironbark At least 7 years Unit prices
Legg Mason Martin Currie Wholesale Real Income
 Australian property and infrastructure securities 100% Australian property, utility and infrastructure securities
 Legg Mason At least 7 years Unit prices
Pendal Wholesale Property Investment
 Australian property and infrastructure securities 100% Property securities
0% Cash
 Pendal At least 7 years Unit prices
AMP Capital Wholesale Global Property Securities
 Global property and infrastructure securities 100% Global property securities
0% Cash
 AMP 7 years Unit prices
First Sentier Wholesale Global Property Securities
 Global property and infrastructure securities 100% Global property securities
0% Cash
 FSI At least 7 years Unit prices
First Sentier Wholesale Global Listed Infrastructure
 Global property and infrastructure securities 100% Infrastructure securities
0% Cash
 FSI At least 7 years Unit prices
Magellan Wholesale Infrastructure
 Global property and infrastructure securities 100% Global infrastructure securities
0% Cash
 Magellan At least 7 years Unit prices
Acadian Wholesale Geared Australian Equity
 Australian share 100% Australian shares
0% Cash
 Acadian At least 7 years Unit prices
Acadian Wholesale Geared Global Equity
 Geared 100% Global shares
0% Cash
 Acadian At least 7 years Unit prices
First Sentier Wholesale Geared Global Property Securities
 Geared 100% Global property securities
0% Cash
 FSI At least 7 years Unit prices
First Sentier Wholesale Geared Share
 Geared 100% Australian shares
0% Cash
 FSI At least 7 years Unit prices
FirstChoice Wholesale Defensive
 Defensive 5% Australian shares
4% Global shares
1% Global shares - hedged
40% Fixed interest
50% Cash and defensive alternatives
 Multi-manager At least 3 years Unit prices
FirstChoice Wholesale Conservative
 Conservative 9.5% Australian Shares
7% Global Shares
3.5% Global Shares - Hedged
1% Emerging Markets
6% Alternatives
3% Global Property Securities
3% Global infrastructure Securities
30% Fixed Interest
37% Cash & Defensive alternatives
 Multi-manager At least 3 years Unit prices
FirstChoice Wholesale Diversified
 Moderate 16.5% Australian Shares
13% Global Shares
7% Global Shares - Hedged
2.5% Emerging Markets
6% Alternatives
4% Global Property Securities
4% Global infrastructure Securities
24% Fixed Interest
23% Cash & Defensive alternatives
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Moderate
 Moderate 20% Australian Shares
15% Global Shares
9% Global Shares - Hedged
3% Emerging Markets
6% Alternatives
5% Global Property Securities
5% Global infrastructure Securities
22% Fixed Interest
15% Cash & Defensive alternatives
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Balanced
 Growth 23% Australian Shares
17% Global Shares
10.5% Global Shares - Hedged
3.5% Emerging Markets
8% Alternatives
6% Global Property Securities
6% Global infrastructure Securities
20% Fixed Interest
6% Cash & Defensive alternatives
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Growth
 Growth 27% Australian Shares
20% Global Shares
11% Global Shares - Hedged
4% Emerging Markets
8% Alternatives
7% Global Property Securities
7% Global infrastructure Securities
16% Fixed Interest
0% Cash & Defensive alternatives
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale High Growth
 High growth 34% Australian shares
21% Global shares
10% Global infrastructure securities
10% Global property securities
15% Global shares - hedged
10% Emerging market share
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Geared Growth Plus
 Geared funds 34% Australian shares
16% Global shares
10% Global shares - hedged
10% Global Infrastructure Securities
10% Global Property Securities
10% Emerging Market Shares
10% Yield
 Multi-manager At least 7 years Unit prices
FirstChoice Wholesale Multi-Index Conservative
 Conservative 12% Australian shares
5% Global shares
6% Global shares - hedged
1% Emerging market shares
3% Global property securities
3% Global infrastructure securities
25% Australian fixed interest
15% Global fixed interest
30% Cash
 Multi-manager 3 years Unit prices
FirstChoice Wholesale Multi-Index Diversified
 Moderate 20.5% Australian shares
9% Global shares
10% Global shares - hedged
1.5% Emerging market shares
30% Fixed interest
4.5% Global property securities
4.5% Global infrastructure securities
20% Cash
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Multi-Index Moderate
 Moderate 13% Cash
27% Fixed Interest
25% Australian Share
11% Global shares
12% Global shares - hedged
2% Emerging market shares
5% Global property securities
5% Global infrastructure securities
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Multi-Index Balanced
 Growth 29% Australian shares
13% Global shares
14% Global shares - hedged
2% Emerging market shares
6% Global property securities
6% Global infrastructure securities
15% Australian fixed interest
10% Global fixed interest
5% Cash
 Multi-manager 5 years Unit prices
FirstChoice Wholesale Multi-Index Growth
 Growth 33% Australian shares
15% Global shares
15% Global shares - hedged
3% Emerging market shares
7% Global property securities
7% Global infrastructure securities
17% Fixed interest
3% Cash
 Multi-manager At least 5 years Unit prices
FirstChoice Wholesale Multi-Index High Growth
 High Growth 40% Australian shares
15% Global shares
15% Global shares hedged
10% Emerging market shares
10% Global property securities
10% Global infrastructure securities
 Multi-manager At least 7 years Unit prices
Colonial First State Wholesale Index Conservative
 Conservative 40% Cash
30% Fixed Interest
3% Global property securities
3% Global infrastructure securities
10% Australian Shares
7% Global shares
7% Global shares - hedged
 Multi-manager At least 3 years Unit prices
Colonial First State Wholesale Index Diversified
 Moderate 20% Cash
30% Fixed Interest
5% Global property securities
5% Global infrastructure securities
18% Australian Shares
11% Global shares
11% Global shares - hedged
 Multi-manager At least 5 years Unit prices
Colonial First State Wholesale Index Moderate
 Moderate 23% Australian Shares
13.5% Global Shares
13.5% Global Shares - Hedged
5% Global Property Securities
5% Global Infrastructure Securities
27% Fixed Interest
13% Cash
 Multi-manager At least 5 years Unit prices
Colonial First State Wholesale Index Balanced
 Growth 26% Australian shares
16% Global Shares
16% Global Shares Hedged
6% Global Property Securities
6% Global Infrastructure Securities
24% Fixed Interest
6% Cash
 Multi-manager At least 5 years Unit prices
Colonial First State Wholesale Index Growth
 Growth 3% Cash
17% Fixed Interest
7% Global property securities
7% Global infrastructure securities
30% Australian Shares
18% Global shares
18% Global shares - hedged
 Multi-manager At least 5 years Unit prices
Colonial First State Wholesale Index High Growth
 High Growth 36% Australian Shares
22% Global Shares
22% Global Shares Hedged
10% Global Property Securities
10% Global Infrastructure Securities
 Multi-manager At least 7 years Unit prices
AZ Sestante Wholesale Conservative
 Conservative N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
 AZ Sestante At least 3 years Unit prices
First Sentier Wholesale Conservative
 Conservative 15% Australian shares
10% Global shares
5% Property securties
70% Fixed interest and cash
 FSI At least 3 years Unit prices
Perpetual Wholesale 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 Unit prices
AZ Sestante Wholesale Diversified
 Moderate N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
 AZ Sestante At least 5 years Unit prices
First Sentier Wholesale Balanced
 Moderate 20% Australian shares
15% Global shares
10% Real return
5% Property securities
50% Fixed interest and cash
 FSI At least 5 years Unit prices
Perpetual Wholesale 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 Unit prices
First Sentier Wholesale Diversified
 Growth 30% Australian shares
20% Global shares
10% Real return
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
 FSI At least 5 years Unit prices
Pendal Wholesale Active Balanced
 Growth 33% Australian Shares
33% Global Shares
6% Property Securities
18% Diversified Fixed Interest
10% Cash
0% Alternatives
 Pendal At least 5 years Unit prices
Perpetual Wholesale Balanced Growth
 Growth 31% Australian shares
28% Global shares
6% Property securities
21% Fixed income
2% Cash and enhanced cash
12% Alternatives
 Perpetual Investments At least 5 years Unit prices
Schroder Wholesale 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 Unit prices
AZ Sestante Wholesale Growth
 High Growth N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
 AZ Sestante At least 7 years Unit prices
First Sentier Wholesale High Growth
 High growth 40% Australian shares
10% Australian small companies
50% Global shares
0% Cash
 FSI At least 7 years Unit prices
Milliman Wholesale Managed Risk Multi-Index High Growth
 Lower volatility share 80% Australian and global shares
0% Cash and futures
20% Property and infrastructure securities
 Milliman At least 7 years Unit prices
Product Disclosure Statements (PDSs) describing each product are available from this site or by contacting our Investor Service Centre on 13 13 36. The relevant PDS should be considered before making a decision about any product.

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