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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FirstChoice Wholesale Fixed Interest
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Diversified fixed interest
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100% Fixed interest 0% Cash
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Multi-manager
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At least 3 years
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Medium to high (5)
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Unit prices
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FirstChoice Wholesale Alternatives
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Alternatives
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100% 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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FirstChoice Wholesale Lower Volatility Australian Share
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Lower volatility 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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High (6)
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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
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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 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)
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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
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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
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Very high (7)
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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)
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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)
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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
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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
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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 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 Wholesale 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 Wholesale 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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7 years
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Very high (7)
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Unit prices
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Perpetual Wholesale 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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7 years
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Very high (7)
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Unit prices
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Realindex Wholesale Australian Share
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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 Wholesale 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 Wholesale 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 Wholesale 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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Tyndall Wholesale Australian Share Income
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Australian share
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97% Australian shares and hybrids 0% Global shares 3% Cash and cash equivalents
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Tyndall 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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WaveStone Wholesale 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 Wholesale 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 Dexia
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7 years
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Very high (7)
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Unit prices
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Celeste 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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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 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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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 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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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 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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7 years
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Very high (7)
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Unit prices
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First Sentier Wholesale 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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7 years
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Very high (7)
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Unit prices
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OC Wholesale 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 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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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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Acadian Wholesale Sustainable Global Equity
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Global Share
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100% Global shares 0% Cash
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Acadian
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At least 7 years
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Very high (7)
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Unit prices
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Antipodes Wholesale Global
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Global Share
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100% Global Shares 0% Cash and Fixed Interest
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Antipodes
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At least 7 years
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Very high (7)
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Unit prices
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Baillie Gifford Wholesale Global Stewardship
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Global share
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100% Global shares 0% Cash
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Baillie Gifford
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At least 7 years
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Very high (7)
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Unit prices
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Baillie Gifford Wholesale Long Term Global Growth
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Global share
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100% Global shares 0% Cash
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Baillie Gifford
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At least 7 years
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Very high (7)
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Unit prices
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Barrow Hanley 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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At least 7 years
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Very high (7)
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Unit prices
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Epoch Wholesale Global Equity Shareholder Yield Fund
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Global share
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100% Equities 0% Cash
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Epoch
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At least 7 years
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Very high (7)
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Unit prices
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Hyperion Wholesale Global Growth Companies
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Global Share
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100% Global shares 0% Cash
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Hyperion AM
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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 Wholesale Concentrated Global Share
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Global share
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100% Global shares 0% Cash
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Royal London
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At least 7 years
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Very high (7)
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Unit prices
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Magellan Wholesale Global Share
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Global share
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100% Global shares 0% Cash
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Magellan
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At least 7 years
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Very high (7)
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Unit prices
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|
Magellan Wholesale Global Share - Hedged
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Global share
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100% Global shares 0% Cash
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Magellan
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At least 7 years
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Very high (7)
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Unit prices
|
|
MFS Wholesale Global Equity
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Global Share
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100% Global shares 0% Cash
|
MFS
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7 years
|
Very high (7)
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Unit prices
|
|
Pendal Wholesale Concentrated Global Share
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Global share
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100% Global shares 0% Cash
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Pendal
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At least 7 years
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Very high (7)
|
Unit prices
|
|
Platinum Wholesale International
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Global share
|
N/A Global shares N/A Cash and fixed interest
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Platinum
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At least 7 years
|
Very high (7)
|
Unit prices
|
|
PM Capital Wholesale Global Companies
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Global share
|
N/A Equities N/A Yield securities N/A Cash
|
PM Capital
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At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Global Share
|
Global share
|
100% Global shares 0% Cash
|
Realindex Investments
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At least 7 years
|
Very high (7)
|
Unit prices
|
|
Realindex Wholesale Global Share Hedged
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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
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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
|
|