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FirstChoice Wholesale Investments Minimum investment $1,000, Colonial First State and other fund managers
|
|
Fund/option
|
Investment category
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Benchmark asset
allocation
|
Investment
manager
|
Minimum suggested
timeframe
|
Risk
rating
|
Performance & prices
|
More information
|
FirstChoice Wholesale Fixed Interest
|
Diversified fixed interest
|
100% Fixed interest
0% Cash
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Multi-manager
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At least 3 years
|
Medium to high (5)
|
Unit prices
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|
FirstChoice Wholesale Alternatives
|
Alternatives
|
100% Alternatives
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Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
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FirstChoice Wholesale Lower Volatility Australian Share
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Lower volatility share
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100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
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|
FirstChoice Wholesale Australian Share
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Australian Share
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100% Australian shares
0% Cash
|
Multi-manager
|
7 years
|
Very high (7)
|
Unit prices
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|
FirstChoice Wholesale 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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7 years
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Very high (7)
|
Unit prices
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FirstChoice Wholesale 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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7 years
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Very high (7)
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Unit prices
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FirstChoice Wholesale 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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7 years
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Very high (7)
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Unit prices
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FirstChoice Wholesale Asian Share
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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
|
Very high (7)
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Unit prices
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FirstChoice Wholesale 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
|
Very high (7)
|
Unit prices
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FirstChoice Wholesale 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)
|
Unit prices
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FirstChoice Wholesale 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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7 years
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Very high (7)
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Unit prices
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FirstChoice Wholesale 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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7 years
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Very high (7)
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Unit prices
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FirstChoice Wholesale Geared Australian Share
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Geared funds
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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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FirstChoice Wholesale 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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Colonial First State Wholesale Index Australian Bond
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Australian fixed interest
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100% Cash and fixed interest
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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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Colonial First State Wholesale Index Global Bond
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Diversified fixed interest
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100% Global cash and fixed interest
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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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Colonial First State Wholesale 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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7 years
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Very high (7)
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Unit prices
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Colonial First State Wholesale Index 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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Colonial First State Wholesale Index 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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Colonial First State Wholesale 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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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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Colonial First State Wholesale Index 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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|
Colonial First State Wholesale Index Global Listed 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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Colonial First State Wholesale 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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Colonial First State Wholesale Geared Index Global Share
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Geared
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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)
|
Unit prices
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First Sentier Wholesale 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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First Sentier Wholesale Global Credit Income
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Short duration 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 (4)
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Unit prices
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Franklin Wholesale Australian Absolute Return Bond
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Short duration fixed interest
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N/A Cash
N/A Investment grade fixed income
N/A High yield
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Franklin Templeton
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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 Wholesale 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 Wholesale 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 Wholesale 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 Wholesale 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 Wholesale 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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Acadian Wholesale 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 Wholesale 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 Wholesale 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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Affirmative Wholesale Global Impact Bond
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Global fixed interest
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100% Global cash and fixed income
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Affirmative Investment
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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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Brandywine Wholesale Global Income Optimiser
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Diversified fixed interest
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N/A Cash and cash equivalents
N/A Government securities
N/A Global high yield
N/A Emerging market debt
N/A Investment grade fixed income
N/A Mortgage and asset backed securities
N/A Hybrids
N/A Derivatives
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Brandywine
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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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Colchester Wholesale Global Government Bond
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Diversified Fixed Interest
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N/A Cash and global fixed interest
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Colchester
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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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First Sentier Wholesale 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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PIMCO Wholesale Diversified Fixed Interest
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Diversified 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 to high (5)
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Unit prices
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PIMCO Wholesale 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 Wholesale 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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First Sentier Wholesale Australian Bond
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Australian 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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Pendal Wholesale Sustainable Australian Fixed Interest
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Australian fixed interest
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100% Cash and fixed interest securities
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Pendal
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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 Wholesale 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 to high (5)
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Unit prices
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Aspect Wholesale Absolute Return
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Alternatives
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100% Cash and derivatives
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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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Aspect Wholesale 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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Acadian Wholesale Global Managed Volatility Equity
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Lower volatility 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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High (6)
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Unit prices
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First Sentier Wholesale 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 Wholesale 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 Wholesale 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 Wholesale 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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Alphinity Wholesale 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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Ausbil Wholesale Active Sustainable Equity
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Australian share
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100% Australian shares
0% Cash
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Ausbil Dexia
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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 Wholesale Australian Active Equity
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Australian share
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100% Australian shares
0% Cash
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Ausbil Dexia
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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 Wholesale 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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Fidelity Wholesale 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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7 years
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Very high (7)
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Unit prices
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First Sentier Wholesale 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 Wholesale 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
|
Very high (7)
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Unit prices
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Investors Mutual Wholesale 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 Wholesale 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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Maple-Brown Abbott Wholesale Australian Share
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Australian Share
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100% Australian shares
0% Cash
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Maple Brown Abbott
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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 Wholesale Australian Share
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Australian share
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100% Australian shares
0% Cash
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Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
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|
Pendal Wholesale Sustainable Australian Share
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Australian share
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100% Australian shares
0% Cash
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Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
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Perennial Value Wholesale Australian Share
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Australian share
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100% Australian shares
0% Cash
|
Perennial Value
|
At least 7 years
|
Very high (7)
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Unit prices
|
|
Perpetual Wholesale Australian Share
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Australian Share
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100% Australian shares
0% Cash
|
Perpetual Investments
|
7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Wholesale Industrial Share
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Australian Share
|
100% Australian shares
0% Cash
|
Perpetual Investments
|
7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Australian Share
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Australian share
|
100% Australian shares
0% Cash
|
Realindex Investments
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At least 7 years
|
Very high (7)
|
Unit prices
|
|
Schroder Wholesale Australian Equity
|
Australian Share
|
100% Australian shares
0% Cash
|
Schroders
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Solaris Wholesale Core Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Solaris Invest Managers
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Wholesale Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Tyndall Wholesale Australian Share Income
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Australian share
|
97% Australian shares and hybrids
0% Global shares
3% Cash and cash equivalents
|
Tyndall Asset Management
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At least 7 years
|
Very high (7)
|
Unit prices
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|
WaveStone Wholesale Australian Share
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Australian share
|
100% Australian shares
0% Cash
|
WaveStone Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Wholesale Australian Emerging Leaders
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Ausbil Dexia
|
7 years
|
Very high (7)
|
Unit prices
|
|
Celeste Wholesale Australian Small Companies
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Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Celeste
|
At least 7 years
|
Very high (7)
|
Unit prices
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|
Eiger Wholesale Australian Small Companies
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Australian Share - Small Companies
|
100% Australian Shares
0% Cash
|
Eiger Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Australian Small Companies
|
Australian share - small companies
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Developing Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
FSI
|
7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Future Leaders
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
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FSI
|
7 years
|
Very high (7)
|
Unit prices
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|
OC Wholesale Premium Small Companies
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Australian Share - Small Companies
|
0% Cash
100% Australian shares
|
OC Funds Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Wholesale Sustainable Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Antipodes Wholesale Global
|
Global Share
|
100% Global Shares
0% Cash and Fixed Interest
|
Antipodes
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Wholesale Global Stewardship
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Wholesale Long Term Global Growth
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Barrow Hanley Wholesale Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Epoch Wholesale Global Equity Shareholder Yield Fund
|
Global share
|
100% Equities
0% Cash
|
Epoch
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Hyperion Wholesale Global Growth Companies
|
Global Share
|
100% Global shares
0% Cash
|
Hyperion AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Royal London Wholesale Concentrated Global Share
|
Global share
|
100% Global shares
0% Cash
|
Royal London
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Wholesale Global Share
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Wholesale Global Share - Hedged
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
MFS Wholesale Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
MFS
|
7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Wholesale Concentrated Global Share
|
Global share
|
100% Global shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platinum Wholesale International
|
Global share
|
N/A Global shares
N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Very high (7)
|
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
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Global Share
|
Global share
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Global Share Hedged
|
Global share
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Wholesale Worldwide Leaders Sustainability
|
Global share
|
100% Global shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Wholesale Worldwide Sustainability
|
Global share
|
N/A Global shares
N/A Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Talaria Wholesale Global Equity
|
Global Share
|
100% Global shares and options
0% Cash
|
Talaria AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Wholesale Global Equity
|
Global share
|
100% Global shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Wholesale Global Equity – Hedged
|
Global Share
|
100% Global shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Wholesale Asia
|
Global Share - emerging markets
|
100% Asian shares
0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Wholesale Global Emerging Market Opportunities
|
Global share
|
100% Global shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platinum Wholesale Asia
|
Global share - emerging markets
|
N/A Asian shares
N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Emerging Markets
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Wholesale Australian Equity Long Short
|
Specialist share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Wholesale Global Equity Long Short
|
Specialist share
|
100% Global shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bell Wholesale Global Emerging Companies
|
Specialist Share
|
100% Global shares
0% Cash
|
Bell AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bennelong Kardinia Wholesale Absolute Return
|
Specialist share
|
100% Australian shares
100% Cash and cash equivalents
|
Kardinia Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Colonial First State Wholesale Global Health & Biotechnology
|
Specialist Share
|
100% Global Shares
10% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Colonial First State Wholesale Global Small Companies
|
Specialist share
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Colonial First State Wholesale Global Technology & Communications
|
Specialist Share
|
100% Global Shares
10% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Janus Henderson Wholesale Global Natural Resources
|
Global Share
|
100% Global shares
0% Cash
|
Janus Henderson
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
APN Wholesale AREIT
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
APN
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Wholesale Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Ironbark
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Martin Currie Wholesale Real Income
|
Australian property and infrastructure securities
|
100% Australian property, utility and infrastructure securities
|
Martin Currie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Wholesale Property Investment
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Global Listed Infrastructure
|
Global property and infrastructure securities
|
100% Infrastructure securities
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Global Property Securities
|
Global property and infrastructure securities
|
100% Global property securities
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Macquarie Wholesale Global Listed Real Estate
|
Global property and infrastructure securities
|
100% Global property securities
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Wholesale Infrastructure
|
Global property and infrastructure securities
|
100% Global infrastructure securities
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Resolution Capital Wholesale Global Property Securities
|
Global property and infrastructure securities
|
100% Global property securities
0% Cash
|
Resolution Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Wholesale Geared Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Wholesale Geared Sustainable Global Equity
|
Geared
|
100% Global shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Wholesale Geared Share
|
Geared
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
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
|
Low to medium (3)
|
Unit prices
|
|
FirstChoice Wholesale Conservative
|
Conservative
|
9.5% Australian shares
7% Global shares
3.5% Global shares - hedged
1% Emerging market shares
3.5% Infrastructure
3.5% Property
5% Alternatives
30% Fixed interest
37% Cash & defensive alternatives
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
FirstChoice Wholesale Diversified
|
Moderate
|
16.5% Australian shares
12% Global shares
7% Global shares - hedged
2.5% Emerging market shares
4.5% Infrastructure
4.5% Property
5% Alternatives
24% Fixed interest
23% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
FirstChoice Wholesale Moderate
|
Moderate
|
20% Australian shares
15% Global shares
9% Global shares - hedged
3% Emerging market shares
5.5% Infrastructure
5.5% Property
5% Alternatives
22% Fixed interest
15% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
FirstChoice Wholesale Balanced
|
Growth
|
23% Australian shares
17% Global shares
10.5% Global shares - hedged
3.5% Emerging market shares
6.5% Infrastructure
6.5% Property
7% Alternatives
20% Fixed interest
6% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
FirstChoice Wholesale Growth
|
Growth
|
28% Australian shares
19% Global shares
11% Global shares - hedged
4% Emerging market shares
7.5% Infrastructure
7.5% Property
7% Alternatives
15% Fixed interest
1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
FirstChoice Wholesale High Growth
|
High growth
|
34% Australian shares
22% Global shares
18% Global shares - hedged
6% Emerging market share
10% Infrastructure
10% Property
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
FirstChoice Wholesale Geared Growth Plus
|
Geared funds
|
34% Australian shares
17% Global shares
13% Global shares - hedged
6% Emerging market shares
10% Infrastructure
10% Property
10% Yield
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index Conservative
|
Conservative
|
10% Australian shares
6% Global shares
6% Global shares - hedged
2% Emerging market shares
3% Property
3% Infrastructure
30% Fixed interest
40% Cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index Diversified
|
Moderate
|
17% Australian shares
10.5% Global shares
10% Global shares - hedged
3.5% Emerging market shares
4.5% Property
4.5% Infrastructure
30% Fixed interest
20% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index Moderate
|
Moderate
|
20% Australian shares
13.5% Global shares
12% Global shares - hedged
4.5% Emerging market shares
5% Property
5% Infrastructure
27% Fixed interest
13% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index Balanced
|
Growth
|
23% Australian shares
15.5% Global shares
14% Global shares - hedged
5.5% Emerging market shares
6% Property
6% Infrastructure
25% Fixed interest
5% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index Growth
|
Growth
|
27.5% Australian shares
17% Global shares
15% Global shares - hedged
6.5% Emerging market shares
7% Property
7% Infrastructure
17% Fixed interest
3% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Colonial First State Wholesale Enhanced Index High Growth
|
High Growth
|
34% Australian shares
20.5% Global shares
18% Global shares - hedged
7.5% Emerging market shares
10% Property
10% Infrastructure
|
Multi-manager
|
At least 7 years
|
High (6)
|
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
|
Medium (4)
|
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
|
Medium to high (5)
|
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
|
Medium to high (5)
|
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
|
High (6)
|
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
|
High (6)
|
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
|
High (6)
|
Unit prices
|
|
AZ Sestante Wholesale Conservative
|
Conservative
|
N/A Cash
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Fixed income
N/A Alternatives
|
AZ Sestante
|
At least 3 years
|
Medium (4)
|
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
|
Medium (4)
|
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
|
Medium (4)
|
Unit prices
|
|
AZ Sestante Wholesale Diversified
|
Moderate
|
N/A Cash
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Fixed income
N/A Alternatives
|
AZ Sestante
|
At least 5 years
|
Medium to high (5)
|
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
|
Medium to high (5)
|
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
|
Medium to high (5)
|
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
|
High (6)
|
Unit prices
|
|
Pendal Wholesale 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 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
|
High (6)
|
Unit prices
|
|
Perpetual Wholesale Diversified Real Return
|
Diversified Real Return
|
N/A Australian shares
N/A Global shares
N/A Fixed income and credit
N/A Commodities
N/A Property securities
N/A Cash
|
Perpetual Investments
|
At least 5 years
|
High (6)
|
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
|
High (6)
|
Unit prices
|
|
AZ Sestante Wholesale 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
|
|
First Sentier Wholesale High Growth
|
High growth
|
40% Australian shares
10% Australian small companies
50% Global shares
0% Cash
|
FSI
|
At least 7 years
|
High (6)
|
Unit prices
|
|