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  • Investment type: Retirement products
  • Products: FirstChoice Wholesale Pension
 
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FirstChoice Wholesale Pension Minimum investment $20,000, Colonial First State and other fund managers
Fund/option Investment category 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
Multi-manager At least 3 years Medium to high (5) Unit prices
FirstChoice Wholesale TTR Fixed Interest
Diversified fixed interest 0% Cash
100% Fixed Interest
Multi-manager At least 3 years Medium to high (5) Unit prices
FirstChoice Wholesale Alternatives
Alternatives 100% Alternatives
Multi-manager At least 5 years Medium to high (5) Unit prices
FirstChoice Wholesale TTR Alternatives
Alternatives 100% Alternatives
Multi-manager At least 5 years Medium to high (5) Unit prices
FirstChoice Wholesale Lower Volatility Australian Share
Lower volatility share 100% Australian shares
0% Cash
Multi-manager At least 7 years High (6) Unit prices
FirstChoice Wholesale Australian Share
Australian Share 100% Australian shares
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Australian Share
Australian share 100% Australian shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Australian Small Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Australian Small Companies
Australian share - small companies 100% Australian shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Global Share
Global Share 100% Global shares
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Global Share
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Global Share - Hedged
Global Share 100% Global shares
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale Asian Share
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Emerging Markets
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Emerging Markets
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Property Securities
Australian property and infrastructure securities 0% Cash
100% Property securities
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Global Property Securities
Global Property and Infrastructure Securities 100% Global Property Securities
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale Global Infrastructure Securities
Global Property and Infrastructure Securities 100% Global Infrastructure Securities
0% Cash
Multi-manager 7 years Very high (7) Unit prices
FirstChoice Wholesale TTR Global Infrastructure Securities
Global property and infrastructure securities 0% Cash
100% Global infrastructure securities
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Geared Australian Share
Geared funds 100% Australian shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
FirstChoice Wholesale Geared Global Share
Geared funds 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Australian Bond
Australian fixed interest 100% Cash and fixed interest
Multi-manager At least 3 years Medium to high (5) Unit prices
Colonial First State Wholesale TTR Index Australian Bond
Australian fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium to high (5) Unit prices
Colonial First State Wholesale Index Global Bond
Diversified fixed interest 100% Global cash and fixed interest
Multi-manager At least 3 years Medium to high (5) Unit prices
Colonial First State Wholesale TTR Index Global Bond
Diversified fixed interest 100% Cash and fixed interest
Multi-manager At least 3 years Medium to high (5) Unit prices
Colonial First State Wholesale Index Australian Share
Australian Share 100% Australian shares
0% Cash
Multi-manager 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Australian Share
Australian share 100% Australian shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Global Share
Global Share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Global Share
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Global Share Hedged
Global Share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Global Share - Hedged
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Property Securities
Australian property and infrastructure securities 0% Cash
100% Property securities
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Global Property Securities
Global property and infrastructure securities 100% Global property Securities
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Global Property Securities
Global property and infrastructure securities 0% Cash
100% Global property securities
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Index Global Listed Infrastructure Securities
Global property and infrastructure securities 100% Global infrastructure Securities
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale TTR Index Global Listed Infrastructure Securities
Global property and infrastructure securities 0% Cash
100% Global infrastructure securities
Multi-manager At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Geared Index Australian Share
Geared 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
Colonial First State Wholesale Geared Index Global Share
Geared 100% Global shares
0% Cash
SSgA At least 7 years Very high (7) Unit prices
FirstRate Cash Non-Auto-rebalancing
Cash and deposits 100% Cash
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Saver
Cash and deposits 100% Cash
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale TTR Saver
Cash and deposits 100% Cash
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit 3 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit 6 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit 9 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit 12 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 2 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 3 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 5 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 7 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 10 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
FirstRate Wholesale Term Deposit - 15 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Very Low (1) Interest rates
First Sentier Wholesale Strategic Cash
Enhanced cash 100% Cash and money market securities
FSI No minimum Very Low (1) Unit prices
First Sentier Wholesale TTR Strategic Cash
Enhanced cash 100% Cash and money market securities
FSI No minimum Very Low (1) Unit prices
First Sentier Wholesale Global Credit Income
Short duration fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium (4) Unit prices
First Sentier Wholesale TTR Global Credit Income
Short duration fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium (4) Unit prices
Franklin Wholesale Australian Absolute Return Bond
Short duration fixed interest N/A Cash
N/A Investment grade fixed income
N/A High yield
Franklin Templeton At least 3 years Medium (4) Unit prices
Franklin Wholesale TTR Australian Absolute Return Bond
Short duration fixed interest N/A Cash
N/A Investment grade fixed income
N/A High yield
Franklin Templeton At least 3 years Medium (4) Unit prices
Kapstream Wholesale Absolute Return Income
Short duration fixed interest 100% Cash and fixed interest (including derivatives)
Kapstream At least 3 years Medium (4) Unit prices
Kapstream Wholesale TTR Absolute Return Income
Short duration fixed interest 100% Cash and fixed interest (including derivatives)
Kapstream At least 3 years Medium (4) Unit prices
Macquarie Wholesale Income Opportunities
Short duration fixed interest N/A Investment Grade Fixed Income
N/A High Yield
N/A Emerging Market Debt
N/A Cash
Macquarie At least 3 years Medium (4) Unit prices
Macquarie Wholesale TTR Income Opportunities
Short duration fixed interest N/A Investment Grade Fixed Income
N/A High Yield
N/A Emerging Market Debt
N/A Cash
Macquarie At least 3 years Medium (4) Unit prices
Perpetual Wholesale Diversified Income
Short duration 100% Cash and credit
Perpetual Investments At least 3 years Medium (4) Unit prices
Perpetual Wholesale TTR Diversified Income
Short duration fixed interest 100% Cash and credit
Perpetual Investments At least 3 years Medium (4) Unit prices
PM Capital Wholesale Enhanced Yield
Short duration fixed interest N/A Cash and cash equivalents
N/A Yield securities
N/A Australian and global shares
PM Capital At least 3 years Medium (4) Unit prices
Schroder Wholesale Absolute Return Income
Short duration fixed interest N/A Australian and global investment grade
N/A Australian High Yield
N/A Global High Yield
N/A Cash and equivalent
N/A Active Currency
Schroders At least 3 years Medium (4) Unit prices
Schroder Wholesale TTR Absolute Return Income
Short duration fixed interest N/A Australian and global investment grade
N/A Australian High Yield
N/A Global High Yield
N/A Cash and equivalent
N/A Active Currency
Schroders At least 3 years Medium (4) Unit prices
Acadian Wholesale Defensive Income
Alternative income 0% Australian Shares
100% Cash and Fixed Interest
Acadian At least 3 years Medium (4) Unit prices
Acadian Wholesale TTR Defensive Income
Alternative income 100% Cash and fixed interest
Acadian At least 3 years Medium (4) Unit prices
First Sentier Wholesale Target Return Income
Alternative Income 0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
FSI At least 5 years Medium (4) Unit prices
Pendal Wholesale Monthly Income Plus
Alternative Income N/A Cash
N/A Fixed Income
N/A Australian Shares
Pendal At least 5 years Medium to high (5) Unit prices
Affirmative Wholesale Global Impact Bond
Global fixed interest 100% Global cash and fixed income
Affirmative Investment At least 3 years Medium to high (5) Unit prices
Brandywine Wholesale Global Income Optimiser
Diversified fixed interest 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
Brandywine At least 3 years Medium to high (5) Unit prices
Brandywine Wholesale TTR Global Income Optimiser
Diversified fixed interest 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
Brandywine At least 3 years Medium to high (5) Unit prices
Colchester Wholesale Global Government Bond
Diversified Fixed Interest N/A Cash and global fixed interest
Colchester At least 3 years Medium to high (5) Unit prices
Colchester Wholesale TTR Global Government Bond
Diversified fixed interest 100% Cash and fixed interest
Colchester At least 3 years Medium to high (5) Unit prices
First Sentier Wholesale Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium to high (5) Unit prices
First Sentier Wholesale TTR Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale TTR Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale Global Bond
Diversified fixed interest 100% Cash and global fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale TTR Global Bond
Diversified fixed interest 100% Cash and global fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
UBS Wholesale Diversified Fixed Income
Diversified fixed interest 50% Australian fixed interest and cash
50% International fixed interest and cash
UBS At least 3 years Medium to high (5) Unit prices
UBS Wholesale TTR Diversified Fixed Income
Diversified fixed interest 50% Australian fixed interest and cash
50% International fixed interest
UBS At least 3 years Medium to high (5) Unit prices
First Sentier Wholesale Australian Bond
Australian fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium to high (5) Unit prices
First Sentier Wholesale TTR Australian Bond
Australian fixed interest 100% Australian fixed interest and cash
0% Global fixed interest
FSI At least 3 years Medium to high (5) Unit prices
Pendal Wholesale Sustainable Australian Fixed Interest
Australian fixed interest 100% Cash and fixed interest securities
Pendal At least 3 years Medium to high (5) Unit prices
Pendal Wholesale TTR Sustainable Australian Fixed Interest
Australian fixed interest 100% Cash and fixed interest securities
Pendal At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale Australian Bond
Australian fixed interest 100% Cash and fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
PIMCO Wholesale TTR Australian Bond
Australian fixed interest 100% Cash and fixed interest
PIMCO At least 3 years Medium to high (5) Unit prices
Aspect Wholesale Absolute Return
Alternatives 100% Cash and derivatives
Aspect Capital At least 5 years Medium to high (5) Unit prices
Aspect Wholesale Diversified Futures
Alternatives N/A Cash, futures and forwards
Aspect Capital At least 5 years Medium to high (5) Unit prices
Aspect Wholesale TTR Diversified Futures
Alternatives 100% Cash, futures and forwards
Aspect Capital At least 5 years Medium to high (5) Unit prices
Acadian Wholesale Global Managed Volatility Equity
Lower volatility share 100% Global Shares
0% Cash
Acadian At least 7 years High (6) Unit prices
Acadian Wholesale TTR Global Managed Volatility Equity
Lower volatility share 0% Cash
100% Global shares
Acadian At least 7 years High (6) Unit prices
First Sentier Wholesale Equity Income
Lower volatility share N/A Australian shares
N/A Cash
FSI At least 7 years High (6) Unit prices
First Sentier Wholesale TTR Equity Income
Lower volatility share 100% Australian shares
FSI At least 7 years High (6) Unit prices
Merlon Wholesale Australian Share Income
Australian share N/A Australian Shares
N/A Cash, hybrids, options and futures
Merlon At least 7 years High (6) Unit prices
Merlon Wholesale TTR Australian Share Income
Lower volatility share N/A Australian shares
N/A Cash, hybrids, options and futures
Merlon At least 7 years High (6) Unit prices
State Street Wholesale Australian Equity
Lower Volatility Share 100% Australian shares
0% Cash
SSgA At least 7 years High (6) Unit prices
State Street Wholesale TTR Australian Equity
Lower volatility share 0% Cash
100% Australian shares
SSgA At least 7 years High (6) Unit prices
Acadian Wholesale Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
Alphinity Wholesale Sustainable Share
Australian share 100% Australian shares
0% Cash
Alphinity At least 7 years Very high (7) Unit prices
Alphinity Wholesale TTR Sustainable Share
Australian share 0% Cash
100% Australian shares
Alphinity At Least 7 years Very high (7) Unit prices
Ausbil Wholesale Active Sustainable Equity
Australian share 100% Australian shares
0% Cash
Ausbil Dexia At least 7 years Very high (7) Unit prices
Ausbil Wholesale Australian Active Equity
Australian share 100% Australian shares
0% Cash
Ausbil Dexia At least 7 years Very high (7) Unit prices
Ausbil Wholesale TTR Australian Active Equity
Australian share 0% Cash
100% Australian shares
Ausbil Dexia At least 7 years Very high (7) Unit prices
Bennelong Wholesale Ex-20 Australian Equities
Australian share 0% Cash
100% Australian Shares
Bennelong At least 7 years Very high (7) Unit prices
Bennelong Wholesale TTR Ex-20 Australian Equities
Australian share 100% Australian shares
0% Cash
Bennelong At least 7 years Very high (7) Unit prices
Fidelity Wholesale Australian Equities
Australian Share 100% Australian shares
0% Cash
Fidelity 7 years Very high (7) Unit prices
Fidelity Wholesale TTR Australian Equities
Australian share 100% Australian shares
0% Cash
Fidelity At least 7 years Very high (7) Unit prices
First Sentier Wholesale Concentrated Australian Share
Australian Share 100% Australian shares
0% Cash
FSI 7 years Very high (7) Unit prices
First Sentier Wholesale TTR Concentrated Australian Share
Australian share 0% Cash
100% Australian shares
FSI At least 7 years Very high (7) Unit prices
First Sentier Wholesale Imputation
Australian Share 100% Australian shares
0% Cash
FSI 7 years Very high (7) Unit prices
First Sentier Wholesale TTR Imputation
Australian share 0% Cash
100% Australian shares
FSI At least 7 years Very high (7) Unit prices
Investors Mutual Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
Investors Mutual At least 7 years Very high (7) Unit prices
Investors Mutual Wholesale TTR Australian Share
Australian share 100% Australian shares
0% Cash
Investors Mutual At least 7 years Very high (7) Unit prices
Lazard Wholesale Select Australian Equity
Australian share 98% Australian shares
2% Cash
Lazard At least 7 years Very high (7) Unit prices
Lazard Wholesale TTR Select Australian Equity
Australian share 100% Australian shares
0% Cash
Lazard At least 7 years Very high (7) Unit prices
Maple-Brown Abbott Wholesale Australian Share
Australian Share 100% Australian shares
0% Cash
Maple Brown Abbott At least 7 years Very high (7) Unit prices
Pendal Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
Pendal At least 7 years Very high (7) Unit prices
Pendal Wholesale TTR Australian Share
Australian share 0% Cash
100% Australian shares
Pendal At least 7 years Very high (7) Unit prices
Pendal Wholesale Sustainable Australian Share
Australian share 100% Australian shares
0% Cash
Pendal At least 7 years Very high (7) Unit prices
Perennial Value Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
Perennial Value At least 7 years Very high (7) Unit prices
Perennial Value Wholesale TTR Australian Share
Australian share 0% Cash
100% Australian shares
Perennial Value At least 7 years Very high (7) Unit prices
Perpetual Wholesale Australian Share
Australian Share 100% Australian shares
0% Cash
Perpetual Investments 7 years Very high (7) Unit prices
Perpetual Wholesale TTR Australian Share
Australian share 0% Cash
100% Australian shares
Perpetual Investments At least 7 years Very high (7) Unit prices
Perpetual Wholesale Industrial Share
Australian Share 100% Australian shares
0% Cash
Perpetual Investments 7 years Very high (7) Unit prices
Perpetual Wholesale TTR Industrial Share
Australian share 0% Cash
100% Australian industrial shares
Perpetual Investments At least 7 years Very high (7) Unit prices
Realindex Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
Realindex Investments At least 7 years Very high (7) Unit prices
Realindex Wholesale TTR Australian Share
Australian share 100% Australian shares
0% Cash
Realindex Investments 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
Schroder Wholesale TTR 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
T. Rowe Price Wholesale TTR Australian Equity
Australian share 0% Cash
100% Australian shares
T Rowe Price At least 7 years Very high (7) Unit prices
Tyndall Wholesale Australian Share Income
Australian share 97% Australian shares and hybrids
0% Global shares
3% Cash and cash equivalents
Tyndall Asset Management At least 7 years Very high (7) Unit prices
WaveStone Wholesale Australian Share
Australian share 100% Australian shares
0% Cash
WaveStone Capital At least 7 years Very high (7) Unit prices
WaveStone Wholesale TTR Australian Share
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
Ausbil Wholesale TTR Australian Emerging Leaders
Australian share - small companies 100% Australian shares
0% Cash
Ausbil Dexia At least 7 years Very high (7) Unit prices
Celeste Wholesale Australian Small Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Celeste At least 7 years Very high (7) Unit prices
Eiger Wholesale Australian Small Companies
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 TTR Australian Small Companies
Australian Share - Small Companies 0% Cash
100% Australian shares
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
FSI 7 years Very high (7) Unit prices
OC Wholesale Premium Small Companies
Australian Share - Small Companies 0% Cash
100% Australian shares
OC Funds Management At least 7 years Very high (7) Unit prices
OC Wholesale TTR Premium Small Companies
Australian share - small companies 100% Australian shares
0% Cash
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
Baillie Gifford Wholesale TTR Long Term Global Growth
Global share 0% Cash
100% Global shares
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
Epoch Wholesale TTR 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
Ironbark Royal London Wholesale TTR 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 TTR 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
Magellan Wholesale TTR 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
MFS Wholesale TTR Global Equity
Global share 100% Global shares
0% Cash
MFS At least 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
Platinum Wholesale TTR 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 TTR 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
Realindex Wholesale TTR Global Share – Hedged
Global share 0% Cash
100% Global shares
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 100% Global shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
Stewart Investors Wholesale TTR Worldwide Sustainability
Global share 100% Global shares
0% 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
Talaria Wholesale TTR 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 TTR 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
T. Rowe Price Wholesale TTR 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
Pendal Wholesale TTR Global Emerging Market Opportunities
Global Share - emerging markets 0% Cash
100% Global shares
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
Platinum Wholesale TTR 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
Bennelong Kardinia Wholesale TTR Absolute Return
Specialist Share N/A Australian shares
N/A 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
APN Wholesale TTR AREIT
Australian property and infrastructure securities 0% Cash
100% Property securities
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
Pendal Wholesale TTR 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 7 years Very high (7) Unit prices
First Sentier Wholesale TTR 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 7 years Very high (7) Unit prices
First Sentier Wholesale TTR Global Property Securities
Global property and infrastructure securities 0% Cash
100% Global property securities
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
Macquarie Wholesale TTR Global Listed Real Estate
Global property and infrastructure securities 0% Cash
100% Global property securities
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
Magellan Wholesale TTR Infrastructure
Global property and infrastructure securities 100% 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
Resolution Capital Wholesale TTR 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 funds 100% Global Shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
First Sentier Wholesale Geared Share
Geared funds 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
First Sentier Wholesale TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR 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 TTR Index Conservative
Conservative 40% Cash
10% Australian shares
7% Global shares
3% Global infrastructure securities
30% Fixed interest
3% Global property securities
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 TTR Index Diversified
Moderate 20% Cash
18% Australian shares
11% Global shares
5% Global infrastructure securities
30% Fixed interest
5% Global property securities
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 TTR Index Moderate
Moderate 13% Cash
23% Australian shares
13.5% Global shares
5% Global infrastructure securities
27% Fixed interest
5% Global property securities
13.5% Global shares - hedged
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 TTR Index Balanced
Growth 6% Cash
26% Australian shares
16% Global shares
6% Global infrastructure securities
24% Fixed interest
6% Global property securities
16% Global shares - hedged
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 TTR Index Growth
Growth 3% Cash
30% Australian shares
18% Global shares
7% Global infrastructure securities
17% Fixed interest
7% Global property securities
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
Colonial First State Wholesale TTR Index High Growth
High Growth 36% Australian shares
22% Global shares
10% Global infrastructure securities
10% Global property securities
22% Global shares - hedged
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
AZ Sestante Wholesale TTR 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 securities
70% Fixed interest and cash
FSI 3 years Medium (4) Unit prices
First Sentier Wholesale TTR Conservative
Conservative 15% Australian shares
10% Global shares
5% Property securities
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
Perpetual Wholesale TTR Conservative Growth
Conservative 11% Australian shares
10% Global shares
4% Property securities
56% Fixed income
12% Alternatives
7% Cash and enhanced cash
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
AZ Sestante Wholesale TTR 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
First Sentier Wholesale TTR Balanced
Moderate 20% Australian shares
15% Global shares
5% Property securities
50% Fixed interest and cash
10% Real return
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
Perpetual Wholesale TTR Diversified Growth
Moderate 21% Australian shares
19% Global shares
5% Property securities
39% Fixed income
12% Alternatives
4% Cash and enhanced cash
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
First Sentier Wholesale TTR Diversified
Growth 30% Australian shares
20% Global shares
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
10% Real return
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 TTR Balanced Growth
Growth 31% Australian shares
28% Global shares
6% Property securities
21% Fixed income
12% Alternatives
2% Cash and enhanced cash
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
Perpetual Wholesale TTR 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
Schroder Wholesale TTR Real Return
Diversified real return N/A Australian and global high yield, emerging market debt
N/A Australian and global shares and property securities
N/A Cash, cash equivalents and investment grade securities
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
AZ Sestante Wholesale TTR 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
PM Capital Wholesale TTR Enhanced Yield
Short duration fixed interest N/A Cash and cash equivalents
N/A Yield securities
N/A Australian and global shares
PM Capital At least 3 years Medium (4) Unit prices
Pendal Wholesale TTR Monthly Income Plus
Alternative income N/A Cash
N/A Fixed Income
N/A Australian Shares
Pendal At least 5 years Medium to high (5) Unit prices
Product Disclosure Statements (PDSs) describing each product are available from this site or by contacting our Investor Service Centre on 13 13 36. The relevant PDS should be considered before making a decision about any product.

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