|
FirstChoice Wholesale Personal Super Minimum investment $1,500, 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
|
CFS Fixed Interest
|
Diversified fixed interest
|
100% Fixed interest
0% Cash
|
Multi-manager
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Global Share – Hedged
|
Global Share
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Emerging Markets
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS 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
|
|
CFS Global Infrastructure Securities
|
Global Property and Infrastructure Securities
|
100% Global Infrastructure Securities
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Australian Share (Multi-Manager)
|
Geared
|
100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Global Share
|
Geared
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Share
|
Geared
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series: US Treasury Bills
|
Enhanced cash
|
N/A Cash equivalents
N/A Cash
|
VanEck
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series - Physical Gold
|
Alternatives
|
N/A Commodities
N/A Cash
|
Global X
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series - All-World ex-US Shares
|
Global Share
|
N/A Global shares
N/A Cash
|
Vanguard
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS ETF Exposure Series - US Shares
|
Global Share
|
N/A Global shares
N/A Cash
|
BlackRock
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Bond
|
Diversified fixed interest
|
100% Global cash and fixed interest
|
SSgA
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
BlackRock
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Index Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Share
|
Global Share
|
100% Global shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Share – Hedged
|
Global Share
|
100% Global shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Property Securities
|
Global property and infrastructure securities
|
100% Global property Securities
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Index Global Listed Infrastructure Securities
|
Global property and infrastructure securities
|
100% Global infrastructure Securities
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Index Australian Share
|
Geared
|
100% Australian shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Geared Index Global Share
|
Geared
|
100% Global shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal 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
|
|
FirstRate Saver Non-Auto-rebalancing
|
Cash and deposits
|
100% Cash
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Saver
|
Cash and deposits
|
100% Cash
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 3 month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 6 month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 9 month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 12 month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 2 Year Monthly
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 2 Year Annual
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 3 Year Monthly
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 3 Year Annual
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 5 Year Monthly
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
FirstRate Term Deposit – 5 Year Annual
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Very Low (1)
|
Interest rates
|
|
CFS Enhanced Cash
|
Enhanced cash
|
100% Cash and money market securities
|
Colonial First State
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
First Sentier Strategic Cash
|
Enhanced cash
|
100% Cash and money market securities
|
FSI
|
No minimum
|
Very Low (1)
|
Unit prices
|
|
Daintree Core Income
|
Short duration fixed interest
|
N/A Cash & Cash Equivalents
N/A Australian Fixed Interest
N/A Global Fixed Interest
N/A High Yield
N/A Mortgage and Asset Backed Securities
|
Daintree
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Franklin 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
|
|
Janus Henderson Diversified Credit
|
Short duration fixed interest
|
N/A Cash and short term securities
N/A Corporate Debt
N/A Australian Hybrids
N/A Australian asset backed securities
N/A Global High Yield Credit
N/A Global Secured Loans
N/A Emerging markets debt
|
Janus Henderson
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Kapstream Absolute Return Income
|
Short duration fixed interest
|
100% Cash and fixed interest (including derivatives)
|
Kapstream
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Macquarie 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
|
|
Mutual Income
|
Short duration fixed interest
|
N/A Cash
N/A Senior debt
N/A Subordinated debt
|
Mutual Limited
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Perpetual Diversified Income
|
Short duration
|
100% Cash and credit
|
Perpetual Investments
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
PM Capital 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 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
|
|
Yarra Enhanced Income
|
Short duration fixed interest
|
N/A Fixed Income
N/A Cash
|
Yarra
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Bentham Global Income
|
Diversified fixed interest
|
N/A Australian Hybrids
N/A Global Hybrids
N/A Global Loans
N/A Global High Yield
N/A Investment Grade Credit
N/A Cash
|
Bentham
|
At Least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Brandywine 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 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 Emerging Market Bond
|
Diversified fixed interest
|
100% Cash and Global Fixed Interest
|
Colchester
|
At Least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Fortlake Real Income
|
Diversified fixed interest
|
N/A Australian Fixed Interest
N/A Global Fixed Interest
|
Fortlake
|
At Least 3 years
|
Medium to high (5)
|
Unit prices
|
|
Macquarie Dynamic Bond
|
Diversified fixed interest
|
N/A Sovereign bonds
N/A Investment grade credit
N/A High yield
N/A Emerging markets debt
|
Macquarie
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
MetLife Global Bond
|
Diversified fixed interest
|
100% Cash and global fixed interest
|
MetLife
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
PIMCO Diversified Fixed Interest
|
Diversified fixed interest
|
100% Cash and fixed interest
|
PIMCO
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
PIMCO Global Bond
|
Diversified fixed interest
|
100% Cash and global fixed interest
|
PIMCO
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
T. Rowe Price Dynamic Global Bond
|
Diversified fixed interest
|
N/A Government bond and government related bonds
N/A Corporate bonds
N/A Securitised
N/A Cash and cash equivalents
|
T Rowe Price
|
At least 3 years
|
Medium to high (5)
|
Unit prices
|
|
UBS 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
|
|
Janus Henderson Tactical Income
|
Australian Fixed Interest
|
N/A Cash
N/A Conservative fixed interest
N/A Australian Fixed Interest
N/A High Yield Securities
|
Janus Henderson
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Macquarie Australian Fixed Interest
|
Australian fixed interest
|
100% Australian fixed interest and cash
|
Macquarie
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Pendal Sustainable Australian Fixed Interest
|
Australian fixed interest
|
100% Cash and fixed interest securities
|
Pendal
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
PIMCO Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
PIMCO
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Western Asset Australian Bond
|
Australian Fixed Interest
|
100% Cash and Fixed Interest
|
Western Asset
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Acadian Defensive Income
|
Alternatives
|
0% Australian Shares
100% Cash and Fixed Interest
|
Acadian
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
Aspect Absolute Return
|
Alternatives
|
100% Cash and derivatives
|
Aspect Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Aspect Diversified Futures
|
Alternatives
|
N/A Cash, futures and forwards
|
Aspect Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
BlackRock Global Liquid Alternatives
|
Alternatives
|
N/A Australian shares
N/A Global shares
N/A Australian Fixed Income
N/A Global Fixed Income
N/A Structured products
N/A Real property
N/A Derivatives
N/A Cash and cash equivalents
|
BlackRock
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
AB Managed Volatility Equities
|
Lower volatility share
|
100% Australian shares
N/A Global Shares
N/A Cash
|
AllianceBernstein
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Global Managed Volatility Equity
|
Lower volatility share
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Merlon 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
|
|
State Street Australian Equity
|
Lower Volatility Share
|
100% Australian shares
0% Cash
|
SSgA
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Core Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Airlie Australian Share
|
Australian Share
|
N/A Australian shares
N/A Cash and cash equivalents
|
Airlie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Alphinity Sustainable Share
|
Australian share
|
100% Australian shares
0% Cash
|
Alphinity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Antares Ex-20 Australian Equities
|
Australian share
|
100% Australian shares
0% Cash and cash equivalents
|
Antares
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Active Sustainable Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Australian Active Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bennelong Ex-20 Australian Equities
|
Australian share
|
0% Cash
100% Australian Shares
|
Bennelong
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
DNR Capital Australian Equities High Conviction
|
Australian Share
|
100% Australian shares
0% Cash
|
DNR Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
DNR Capital Australian Equities Income
|
Australian share
|
100% Australian shares
0% Cash
|
DNR Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Australian Equities
|
Australian Share
|
100% Australian shares
0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Concentrated Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Imputation
|
Australian Share
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Infinity Core Australian Equity
|
Australian share
|
100% Australian Share
0% Cash
|
Infinity Asset Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Investors Mutual Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Investors Mutual
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Lazard Select Australian Equity
|
Australian share
|
98% Australian shares
2% Cash
|
Lazard
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Martin Currie Australia Equity Income
|
Australian share
|
100% Australian Shares
0% Cash
|
Martin Currie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Sustainable Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perennial Value Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Perennial Value
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Industrial Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platypus Australian Equities
|
Australian share
|
100% Australian shares
0% Cash and cash equivalents
|
Platypus
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
RQI Australian Value
|
Australian share
|
100% Australian shares
0% Cash
|
RQI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Schroder Australian Equity
|
Australian Share
|
100% Australian shares
0% Cash
|
Schroders
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Solaris Core Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Solaris Invest Managers
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
WaveStone Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
WaveStone Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ausbil Australian Emerging Leaders
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Ausbil
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Eiger 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 Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Infinity SMID Australian Equity
|
Australian share - small companies
|
100% Australian Share
0% Cash
|
Infinity Asset Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Investors Mutual Future Leaders
|
Australian Share - Small Companies
|
100% Australian Shares
0% Cash
|
Investors Mutual
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Longwave Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian Shares
0% Cash
|
Longwave Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
OC Premium Small Companies
|
Australian Share - Small Companies
|
0% Cash
100% Australian shares
|
OC Funds Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Smaller Companies
|
Australian share - small companies
|
100% Australian shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
RQI Australian Small Cap Value
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
RQI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Antipodes Global
|
Global Share
|
100% Global Shares
0% Cash and Fixed Interest
|
Antipodes
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Sustainable Growth
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Baillie Gifford Long Term Global Growth
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Barrow Hanley Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Barrow Hanley
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Capital Group New Perspective
|
Global share
|
100% Global shares
0% Cash
|
Capital Group
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Capital Group New Perspective - Hedged
|
Global share
|
100% Global Shares
0% Cash
|
Capital Group
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Epoch Global Equity Shareholder Yield
|
Global share
|
100% Equities
0% Cash
|
Epoch
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
GQG Partners Global Equity
|
Global Share
|
100% Global Shares
0% Cash and cash equivalents
|
GQG Partners
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
GQG Partners Global Equity - Hedged
|
Global share
|
100% Global shares
0% Cash and cash equivalents
|
GQG Partners
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Hyperion Global Growth Companies
|
Global Share
|
100% Global shares
0% Cash
|
Hyperion AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Intermede Global Equities
|
Global Share
|
100% Global Shares
0% Cash
|
Intermede
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Brown Advisory Global Share
|
Global share
|
100% Global shares
0% Cash
|
Brown Advisory
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Global Share
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Global Share - Hedged
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
MFS Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
MFS
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Nanuk New World
|
Global Share
|
100% Global Shares
0% Cash
|
Nanuk
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Global Select
|
Global Share
|
100% Global shares
0% Cash
|
JO Hambro
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Royal London Concentrated Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Royal London
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Royal London Core Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Royal London
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
RQI Global Value
|
Global share
|
100% Global shares
0% Cash
|
RQI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
RQI Global Value - Hedged
|
Global share
|
100% Global shares
0% Cash
|
RQI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Stewart Investors Worldwide Leaders Sustainability
|
Global share
|
100% Global equities
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Talaria 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 Global Equity
|
Global share
|
100% Global shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
T. Rowe Price Global Equity – Hedged
|
Global Share
|
100% Global shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Aikya Emerging Markets Opportunities
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Aikya
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Asia
|
Global Share - emerging markets
|
100% Asian shares
0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Pendal Global Emerging Market Opportunities
|
Global share
|
100% Global shares
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Platinum 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
|
|
RQI Emerging Markets Value
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
RQI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Skerryvore Global Emerging Markets All-Cap
|
Global share - emerging markets
|
100% Global share
0% Cash
|
Skerryvore
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Australian Equity Long Short
|
Specialist share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Global Equity Long Short
|
Specialist share
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Bell Global Emerging Companies
|
Specialist Share
|
100% Global shares
0% Cash
|
Bell AM
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS - Wellington Global Health & Biotechnology
|
Specialist share
|
100% Global Shares
10% Cash
|
Wellington Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS - Wellington Global Small Companies
|
Specialist share
|
100% Global shares
0% Cash
|
Wellington Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS - Wellington Global Technology & Communications
|
Specialist share
|
100% Global Shares
10% Cash
|
Wellington Management
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Fidelity Global Future Leaders
|
Specialist share
|
100% Global shares
0% Cash
|
Fidelity
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Janus Henderson Global Natural Resources
|
Global Share
|
100% Global shares
0% Cash
|
Janus Henderson
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
L1 Capital Catalyst
|
Specialist share
|
100% Australian shares
0% Cash
|
L1 Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Perpetual Share-Plus Long-Short
|
Specialist share
|
N/A Australian Share - Long
N/A Australian Share - Short
N/A Australian Shares (net)
N/A Cash
|
Perpetual Investments
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
PM Capital Global Companies
|
Specialist Share
|
N/A Equities
N/A Yield securities
N/A Cash
|
PM Capital
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Sage Capital Equity Plus
|
Specialist Share
|
100% Australian shares
0% Cash and cash equivalents
0% Derivatives
|
Sage
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Vinva Global Alpha Extension
|
Specialist share
|
100% Global shares
0% Cash
|
Vinva
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
FSI
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Ironbark Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Ironbark
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Martin Currie 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 Property Investment
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Pendal
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
ClearBridge RARE Infrastructure Value
|
Global property and infrastructure securities
|
100% Global Infrastructure securities
0% Cash and cash equivalents
|
ClearBridge
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Cohen & Steers Global Listed Infrastructure
|
Global property and infrastructure securities
|
100% Global listed infrastructure
0% Cash
|
Cohen & Steers
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
First Sentier 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 Global Listed Real Estate
|
Global property and infrastructure securities
|
100% Global property securities
0% Cash
|
Macquarie
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Magellan Infrastructure
|
Global property and infrastructure securities
|
100% Global infrastructure securities
0% Cash
|
Magellan
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Quay Global Real Estate - Unhedged
|
Global property and infrastructure securities
|
100% Global Shares
0% Cash and cash equivalents
|
Quay
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Resolution Capital 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 Geared Core Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
Acadian Geared Global Equity
|
Geared
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Defensive
|
Defensive
|
4% Australian shares
6% Global shares
60% Fixed Interest and Private Debt
30% Cash and defensive alternatives
|
Multi-manager
|
At least 3 years
|
Low to medium (3)
|
Unit prices
|
|
CFS Conservative
|
Conservative
|
8% Australian shares
15% Global shares and Private Equity
8% Property, Infrastructure, Alternatives
49% Fixed interest and Private Debt
20% Cash & defensive alternatives
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Real Return
|
Diversified real return
|
N/A Australian shares
N/A Global shares
N/A Property and Infrastructure
N/A Fixed Income and Credit
N/A Alternatives and commodities
N/A Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Diversified
|
Moderate
|
14.5% Australian shares
27% Global shares and Private Equity
10% Property, Infrastructure, Alternatives
36% Fixed interest and Private Debt
12.5% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Moderate
|
Moderate
|
18% Australian shares
31.5% Global shares and Private Equity
12% Property, Infrastructure, Alternatives
29% Fixed interest and Private Debt
9.5% Cash & defensive alternatives
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Balanced
|
Growth
|
21.5% Australian shares
36% Global shares and Private Equity
14% Property, Infrastructure, Alternatives
24% Fixed interest and Private Debt
4.5% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Growth
|
Growth
|
26.5% Australian shares
39.5% Global shares and Private Equity
16% Property, Infrastructure, Alternatives
17% Fixed interest and Private Debt
1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS High Growth
|
High growth
|
36% Australian shares
51% Global shares and Private Equity
12% Property, Infrastructure, Alternatives
1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
CFS Geared Growth Plus
|
Geared
|
35.5% Australian shares
42.5% Global shares
12% Property, Infrastructure, Alternatives
10% Yield
|
Multi-manager
|
At least 7 years
|
Very high (7)
|
Unit prices
|
|
CFS Lifestage 1945-49
|
Moderate
|
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Lifestage 1950-54
|
Moderate
|
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Lifestage 1955-59
|
Moderate
|
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Lifestage 1960-64
|
Moderate
|
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1965-69
|
Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1970-74
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1975-79
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1980-84
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1985-89
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1990-94
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 1995-99
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 2000-04
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Lifestage 2005-09
|
High Growth
|
|
Multi-manager
|
At least 10 years
|
High (6)
|
Unit prices
|
|
CFS Thrive+ Sustainable Growth
|
Growth
|
28% Australian shares
46% Global shares and Private Equity
17% Fixed Interest
4% Property
4% Infrastructure
1% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index Conservative
|
Conservative
|
10% Australian shares
16% Global shares
2% Global Property Securities
2% Global Infrastructure Securities
50% Fixed interest
20% Cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Enhanced Index Diversified
|
Moderate
|
17% Australian shares
27% Global shares
3% Global Property Securities
3% Global Infrastructure Securities
37% Fixed interest
13% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Enhanced Index Moderate
|
Moderate
|
20% Australian shares
32% Global shares
4% Global Property Securities
4% Global Infrastructure Securities
30% Fixed interest
10% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Enhanced Index Balanced
|
Growth
|
23% Australian shares
38% Global shares
4.5% Global Property Securities
4.5% Global Infrastructure Securities
25% Fixed interest
5% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index Growth
|
Growth
|
27.5% Australian shares
42.5% Global shares
5% Global Property Securities
5% Global Infrastructure Securities
18% Fixed interest
2% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Enhanced Index High Growth
|
High Growth
|
36% Australian shares
51% Global shares
6% Global Property Securities
6% Global Infrastructure Securities
1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
CFS Index Conservative
|
Conservative
|
10% Australian shares
16% Global shares
2% Global Property Securities
2% Global Infrastructure Securities
55% Fixed Interest
15% Cash
|
Multi-manager
|
At least 3 years
|
Medium (4)
|
Unit prices
|
|
CFS Index Diversified
|
Moderate
|
18% Australian shares
26% Global shares
3% Global Property Securities
3% Global Infrastructure Securities
40% Fixed Interest
10% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Moderate
|
Moderate
|
23% Australian shares
29% Global shares
4% Global Property Securities
4% Global Infrastructure Securities
32% Fixed Interest
8% Cash
|
Multi-manager
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
CFS Index Balanced
|
Growth
|
26% Australian shares
35% Global shares
4.5% Global Property Securities
4.5% Global Infrastructure Securities
26% Fixed Interest
4% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Index Growth
|
Growth
|
30% Australian shares
40% Global shares
5% Global Property Securities
5% Global Infrastructure Securities
18% Fixed Interest
2% Cash
|
Multi-manager
|
At least 5 years
|
High (6)
|
Unit prices
|
|
CFS Index High Growth
|
High Growth
|
37% Australian shares
50% Global shares
6% Global Property Securities
6% Global Infrastructure Securities
1% Cash
|
Multi-manager
|
At least 7 years
|
High (6)
|
Unit prices
|
|
AZ Sestante 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
|
|
Context Capital Short Term
|
Conservative
|
7.5% Australian shares
7.5% Global shares
6% Property and infrastructure securities
54% Fixed Income
25% Cash
|
Context Capital
|
At Least 3 years
|
Medium (4)
|
Unit prices
|
|
Perpetual 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 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
|
|
Context Capital Medium Term
|
Moderate
|
20% Australian shares
20% Global shares
10% Property and infrastructure securities
32% Fixed Income
8% Alternatives
10% Cash
|
Context Capital
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Evidentia Medium Term
|
Moderate
|
19% Australian Share
25% Global Shares
6% Property and Infrastructure Securities
0% Alternatives
0% Diversified
40% Fixed Income
10% Cash
|
Evidentia
|
At least 5 years
|
Medium to high (5)
|
Unit prices
|
|
Perpetual 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
|
|
Pendal 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 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
|
|
Drummond Dynamic Plus
|
Diversified real return
|
N/A Australian shares
N/A Global Shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Global Fixed Income
N/A Corporate Bonds
N/A Cash & Derivatives
|
Drummond Capital
|
At least 5 years
|
High (6)
|
Unit prices
|
|
Perpetual 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 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 Growth
|
High Growth
|
N/A Cash
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Fixed income
N/A Alternatives
|
AZ Sestante
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Context Capital Long Term
|
High growth
|
40% Australian shares
45% Global shares
10% Property and infrastructure securities
0% Fixed Income
5% Alternatives
0% Cash
|
Context Capital
|
At least 7 years
|
High (6)
|
Unit prices
|
|
Evidentia Long Term
|
High growth
|
45% Australian Share
47% Global Shares
6% Property and Infrastructure Securities
0% Alternatives
0% Diversified
0% Fixed Income
2% Cash
|
Evidentia
|
At least 7 years
|
High (6)
|
Unit prices
|
|