|
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
|
Performance & prices
|
More information
|
FirstChoice Wholesale Fixed Interest
|
Diversified fixed interest
|
100% Fixed interest
0% Cash
|
Multi-manager
|
At least 3 years
|
Unit prices
|
|
FirstChoice Wholesale Alternatives
|
Alternatives
|
100% Alternatives
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Lower Volatility Australian Share
|
Lower volatility share
|
100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Share - Hedged
|
Global Share
|
100% Global shares
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Asian Share
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Emerging Markets
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Small Companies
|
Specialist share
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Property Securities
|
Global Property and Infrastructure Securities
|
100% Global Property Securities
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Infrastructure Securities
|
Global Property and Infrastructure Securities
|
100% Global Infrastructure Securities
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
FirstChoice Wholesale Geared Australian Share
|
Geared funds
|
100% Australian shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Geared Global Share
|
Geared funds
|
100% Global shares
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
Multi-manager
|
At least 3 years
|
Unit prices
|
|
Colonial First State Wholesale Index Global Bond
|
Diversified fixed interest
|
100% Global cash and fixed interest
|
Colonial First State
|
At least 3 years
|
Unit prices
|
|
Colonial First State Wholesale Index Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
|
CFS W'sale Index Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Colonial First State
|
7 years
|
Unit prices
|
|
CFS W'sale Index Global Share Hedged
|
Global Share
|
100% Global shares
0% Cash
|
Colonial First State
|
7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Global Property Securities
|
Global property and infrastructure securities
|
100% Global property Securities
0% Cash
|
Colonial First State
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Global Listed Infrastructure Securities
|
Global property and infrastructure securities
|
100% Global infrastructure Securities
0% Cash
|
Colonial First State
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Target Return Income
|
Alternative Income
|
0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
|
FSI
|
At least 5 years
|
Unit prices
|
|
FirstRate Wholesale Saver
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit 3 Month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit 6 Month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit 9 Month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit 12 Month
|
Cash and Deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 2 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 3 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 5 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 7 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 10 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 15 year
|
Cash and deposits
|
100% Cash and deposits
|
Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
First Sentier Wholesale Strategic Cash
|
Enhanced cash
|
100% Cash and money market securities
|
FSI
|
No minimum
|
Unit prices
|
|
First Sentier Wholesale Global Credit Income
|
Short duration fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Unit prices
|
|
Kapstream Wholesale Absolute Return Income
|
Short duration fixed interest
|
100% Cash and fixed interest (including derivatives)
|
Kapstream
|
At least 3 years
|
Unit prices
|
|
Macquarie Wholesale Income Opportunities
|
Short duration fixed interest
|
N/A Investment Grade Fixed Income
N/A High Yield
N/A Emerging Market Debt
N/A Cash
|
Macquarie
|
At least 3 years
|
Unit prices
|
|
Perpetual Wholesale Diversified Income
|
Short duration
|
100% Cash and credit
|
Perpetual Investments
|
At least 3 years
|
Unit prices
|
|
PM Capital Wholesale Enhanced Yield
|
Short duration fixed interest
|
N/A Yield securities
N/A Australian and global shares
N/A Cash
|
PM Capital
|
At least 3 years
|
Unit prices
|
|
Schroder Wholesale Absolute Return Income
|
Short duration fixed interest
|
N/A Australian and global investment grade
N/A Australian High Yield
N/A Global High Yield
N/A Cash and equivalent
N/A Active Currency
|
Schroders
|
At least 3 years
|
Unit prices
|
|
Acadian Wholesale Defensive income
|
Alternative income
|
0% Australian Shares
100% Cash and Fixed Interest
|
Acadian
|
At least 3 years
|
Unit prices
|
|
Pendal Wholesale Monthly Income Plus
|
Alternative Income
|
N/A Cash
N/A Fixed Income
N/A Australian Shares
|
Pendal
|
At least 5 years
|
Unit prices
|
|
Affirmative Wholesale Global Bond
|
Global fixed interest
|
100% Global cash and fixed income
|
Affirmative Investment
|
At least 3 years
|
Unit prices
|
|
Colchester Wholesale Global Government Bond
|
Diversified Fixed Interest
|
N/A Cash and global fixed interest
|
Colchester
|
At least 3 years
|
Unit prices
|
|
First Sentier Wholesale Diversified Fixed Interest
|
Diversified fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Unit prices
|
|
Franklin Templeton Wholesale Multisector Bond
|
Diversified fixed interest
|
100% Global fixed income
N/A Global high yield
N/A Emerging market debt
N/A Cash
|
Franklin Templeton
|
At least 3 years
|
Unit prices
|
|
PIMCO Wholesale Global Bond
|
Diversified fixed interest
|
100% Cash and global fixed interest
|
PIMCO
|
At least 3 years
|
Unit prices
|
|
UBS Wholesale Diversified Fixed Income
|
Diversified fixed interest
|
50% Australian fixed interest and cash
50% International fixed interest and cash
|
UBS
|
At least 3 years
|
Unit prices
|
|
First Sentier Wholesale Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
FSI
|
At least 3 years
|
Unit prices
|
|
PIMCO Wholesale Australian Bond
|
Australian fixed interest
|
100% Cash and fixed interest
|
PIMCO
|
At least 3 years
|
Unit prices
|
|
Aspect Wholesale Absolute Return
|
Alternatives
|
100% Cash and derivatives
|
Aspect Capital
|
At least 5 years
|
Unit prices
|
|
Aspect Wholesale Diversified Futures
|
Alternatives
|
N/A Cash, futures and forwards
|
Aspect Capital
|
At least 5 years
|
Unit prices
|
|
Acadian Wholesale Global Managed Volatility Equity
|
Lower volatility share
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Equity Income
|
Lower volatility share
|
N/A Australian shares
N/A Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
Merlon Wholesale Australian Share Income
|
Australian share
|
N/A Australian Shares
N/A Cash, hybrids, options and futures
|
Merlon
|
At least 7 years
|
Unit prices
|
|
Milliman Wholesale Managed Risk Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Milliman
|
At least 7 years
|
Unit prices
|
|
Milliman Wholesale Managed Risk Global Share
|
Global Share
|
100% Global shares
0% Cash and futures
|
Milliman
|
At least 7 years
|
Unit prices
|
|
State Street Wholesale Australian Equity
|
Lower Volatility Share
|
100% Australian shares
0% Cash
|
SSgA
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
Alphinity Wholesale Sustainable Share
|
Australian share
|
100% Australian shares
0% Cash
|
Alphinity
|
At least 7 years
|
Unit prices
|
|
Ausbil Wholesale Australian Active Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Ausbil Dexia
|
At least 7 years
|
Unit prices
|
|
Bennelong Wholesale Ex-20 Australian Equities
|
Australian share
|
0% Cash
100% Australian Shares
|
Bennelong
|
At least 7 years
|
Unit prices
|
|
BlackRock Wholesale Advantage Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
BlackRock
|
At least 7 years
|
Unit prices
|
|
Fidelity Wholesale Australian Equities
|
Australian Share
|
100% Australian shares
0% Cash
|
Fidelity
|
7 years
|
Unit prices
|
|
First Sentier Wholesale Concentrated Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
First Sentier Wholesale Imputation
|
Australian Share
|
100% Australian shares
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
Investors Mutual Wholesale Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Investors Mutual
|
At least 7 years
|
Unit prices
|
|
Lazard Wholesale Select Australian Equity
|
Australian share
|
98% Australian shares
2% Cash
|
Lazard
|
At least 7 years
|
Unit prices
|
|
Maple-Brown Abbott Wholesale Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Maple Brown Abbott
|
At least 7 years
|
Unit prices
|
|
Nikko AM Wholesale Australian Share Concentrated
|
Australian Share
|
100% Australian shares
0% Cash
|
Nikko AM
|
At least 7 years
|
Unit prices
|
|
Pendal Wholesale Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Pendal
|
At least 7 years
|
Unit prices
|
|
Pendal Wholesale Sustainable Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Pendal
|
At least 7 years
|
Unit prices
|
|
Perennial Value Wholesale Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Perennial Value
|
At least 7 years
|
Unit prices
|
|
Perpetual Wholesale Australian Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Perpetual Investments
|
7 years
|
Unit prices
|
|
Perpetual Wholesale Industrial Share
|
Australian Share
|
100% Australian shares
0% Cash
|
Perpetual Investments
|
7 years
|
Unit prices
|
|
Realindex Wholesale Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Unit prices
|
|
Schroder W'sale Aust Equity
|
Australian Share
|
100% Australian Shares
0% Cash
|
Schroders
|
7 years
|
Unit prices
|
|
Solaris Wholesale Core Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Solaris Invest Managers
|
At least 7 years
|
Unit prices
|
|
T. Rowe Price Wholesale Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Unit prices
|
|
WaveStone Wholesale Australian Share
|
Australian share
|
100% Australian shares
0% Cash
|
WaveStone Capital
|
At least 7 years
|
Unit prices
|
|
Ausbil Wholesale Australian Emerging Leaders
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Ausbil Dexia
|
7 years
|
Unit prices
|
|
Celeste Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Celeste
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Developing Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
First Sentier Wholesale Future Leaders
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
OC Wholesale Premium Small Companies
|
Australian Share - Small Companies
|
0% Cash
100% Australian shares
|
OC Funds Management
|
At least 7 years
|
Unit prices
|
|
Realindex Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Sustainable Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
Altrinsic Wholesale Global Equity
|
Global share
|
14% Global emerging market shares
86% Global developed market shares
0% Cash
|
Altrinsic
|
At least 7 years
|
Unit prices
|
|
Antipodes Wholesale Global
|
Global Share
|
100% Global Shares
0% Cash and Fixed Interest
|
Antipodes
|
At least 7 years
|
Unit prices
|
|
Baillie Gifford Wholesale Global Stewardship
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Unit prices
|
|
Baillie Gifford Wholesale Long Term Global Growth
|
Global share
|
100% Global shares
0% Cash
|
Baillie Gifford
|
At least 7 years
|
Unit prices
|
|
Epoch Wholesale Global Equity Shareholder Yield Fund
|
Global share
|
100% Equities
0% Cash
|
Epoch
|
At least 7 years
|
Unit prices
|
|
Magellan Wholesale Global Share
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Unit prices
|
|
Magellan Wholesale Global Share - Hedged
|
Global share
|
100% Global shares
0% Cash
|
Magellan
|
At least 7 years
|
Unit prices
|
|
MFS Wholesale Global Equity
|
Global Share
|
100% Global shares
0% Cash
|
MFS
|
7 years
|
Unit prices
|
|
Pendal Wholesale Concentrated Global Share
|
Global share
|
100% Global shares
0% Cash
|
Pendal
|
At least 7 years
|
Unit prices
|
|
Perpetual Wholesale Global Share
|
Global Share
|
100% Global shares
0% Cash
|
Perpetual Investments
|
At least 7 years
|
Unit prices
|
|
Platinum Wholesale International
|
Global share
|
N/A Global shares
N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Unit prices
|
|
PM Capital Wholesale Global Companies
|
Global share
|
N/A Equities
N/A Yield securities
N/A Cash
|
PM Capital
|
At least 7 years
|
Unit prices
|
|
Realindex Wholesale Global Share
|
Global share
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Unit prices
|
|
Realindex Wholesale Global Share Hedged
|
Global share
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Unit prices
|
|
Stewart Investors Wholesale Worldwide Leaders Sustainability
|
Global share
|
100% Global shares
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
Stewart Investors Wholesale Worldwide Sustainability
|
Global share
|
100% Global shares
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
T. Rowe Price Wholesale Global Equity
|
Global share
|
100% Global shares
0% Cash
|
T Rowe Price
|
At least 7 years
|
Unit prices
|
|
Pendal Wholesale Global Emerging Market Opportunities
|
Global share
|
100% Global shares
0% Cash
|
Pendal
|
At least 7 years
|
Unit prices
|
|
Platinum Wholesale Asia
|
Global share - emerging markets
|
N/A Asian shares
N/A Cash and fixed interest
|
Platinum
|
At least 7 years
|
Unit prices
|
|
Realindex Wholesale Emerging Markets
|
Global share - emerging markets
|
100% Global shares
0% Cash
|
Realindex Investments
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Australian Equity Long Short
|
Specialist share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Global Equity Long Short
|
Specialist share
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
Bennelong Kardinia Wholesale Absolute Return
|
Specialist share
|
100% Australian shares
100% Cash and cash equivalents
|
Kardinia Capital
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Global Health & Biotechnology
|
Specialist Share
|
100% Global Shares
10% Cash
|
Colonial First State
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Global Technology & Communications
|
Specialist Share
|
100% Global Shares
10% Cash
|
Colonial First State
|
At least 7 years
|
Unit prices
|
|
Janus Henderson Wholesale Global Natural Resources
|
Global Share
|
100% Global shares
0% Cash
|
Janus Henderson
|
At least 7 years
|
Unit prices
|
|
APN Wholesale AREIT
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
APN
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
Ironbark Wholesale Property Securities
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Ironbark
|
At least 7 years
|
Unit prices
|
|
Legg Mason Martin Currie Wholesale Real Income
|
Australian property and infrastructure securities
|
100% Australian property, utility and infrastructure securities
|
Legg Mason
|
At least 7 years
|
Unit prices
|
|
Pendal Wholesale Property Investment
|
Australian property and infrastructure securities
|
100% Property securities
0% Cash
|
Pendal
|
At least 7 years
|
Unit prices
|
|
AMP Capital Wholesale Global Property Securities
|
Global property and infrastructure securities
|
100% Global property securities
0% Cash
|
AMP
|
7 years
|
Unit prices
|
|
First Sentier Wholesale Global Property Securities
|
Global Property and Infrastructure Securities
|
100% Global property securities
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
First Sentier Wholesale Global Listed Infrastructure
|
Global Property and Infrastructure Securities
|
100% Infrastructure securities
0% Cash
|
FSI
|
7 years
|
Unit prices
|
|
Magellan Wholesale Infrastructure
|
Global property and infrastructure securities
|
100% Global infrastructure securities
0% Cash
|
Magellan
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Geared Australian Equity
|
Australian share
|
100% Australian shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
Acadian Wholesale Geared Global Equity
|
Geared funds
|
100% Global Shares
0% Cash
|
Acadian
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Geared Global Property Securities
|
Geared funds
|
100% Global Property Securities
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale Geared Share
|
Geared funds
|
100% Australian shares
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Defensive
|
Defensive
|
5% Australian shares
4% Global shares
1% Global shares - hedged
40% Fixed interest
50% Cash and defensive alternatives
|
Multi-manager
|
At least 3 years
|
Unit prices
|
|
FirstChoice Wholesale Conservative
|
Conservative
|
9.5% Australian Shares
7% Global Shares
3.5% Global Shares - Hedged
1% Emerging Markets
6% Alternatives
3% Global Property Securities
3% Global infrastructure Securities
30% Fixed Interest
37% Cash & Defensive alternatives
|
Multi-manager
|
At least 3 years
|
Unit prices
|
|
FirstChoice Wholesale Diversified
|
Moderate
|
16.5% Australian Shares
13% Global Shares
7% Global Shares - Hedged
2.5% Emerging Markets
6% Alternatives
4% Global Property Securities
4% Global infrastructure Securities
24% Fixed Interest
23% Cash & Defensive alternatives
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Moderate
|
Moderate
|
20% Australian Shares
15% Global Shares
9% Global Shares - Hedged
3% Emerging Markets
6% Alternatives
5% Global Property Securities
5% Global infrastructure Securities
22% Fixed Interest
15% Cash & Defensive alternatives
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Balanced
|
Growth
|
23% Australian Shares
17% Global Shares
10.5% Global Shares - Hedged
3.5% Emerging Markets
8% Alternatives
6% Global Property Securities
6% Global infrastructure Securities
20% Fixed Interest
6% Cash & Defensive alternatives
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Growth
|
Growth
|
27% Australian Shares
20% Global Shares
11% Global Shares - Hedged
4% Emerging Markets
8% Alternatives
7% Global Property Securities
7% Global infrastructure Securities
16% Fixed Interest
0% Cash & Defensive alternatives
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale High Growth
|
High growth
|
34% Australian shares
21% Global shares
10% Global infrastructure securities
10% Global property securities
15% Global shares - hedged
10% Emerging market share
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Geared Growth Plus
|
Geared funds
|
34% Australian shares
16% Global shares
10% Global shares - hedged
10% Global Infrastructure Securities
10% Global Property Securities
10% Emerging Market Shares
10% Yield
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index Conservative
|
Conservative
|
12% Australian shares
5% Global shares
6% Global shares - hedged
1% Emerging market shares
3% Global property securities
3% Global infrastructure securities
25% Australian fixed interest
15% Global fixed interest
30% Cash
|
Multi-manager
|
3 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index Diversified
|
Moderate
|
20.5% Australian shares
9% Global shares
10% Global shares - hedged
1.5% Emerging market shares
30% Fixed interest
4.5% Global property securities
4.5% Global infrastructure securities
20% Cash
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index Moderate
|
Moderate
|
13% Cash
27% Fixed Interest
25% Australian Share
11% Global shares
12% Global shares - hedged
2% Emerging market shares
5% Global property securities
5% Global infrastructure securities
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index Balanced
|
Growth
|
29% Australian shares
13% Global shares
14% Global shares - hedged
2% Emerging market shares
6% Global property securities
6% Global infrastructure securities
15% Australian fixed interest
10% Global fixed interest
5% Cash
|
Multi-manager
|
5 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index Growth
|
Growth
|
33% Australian shares
15% Global shares
15% Global shares - hedged
3% Emerging market shares
7% Global property securities
7% Global infrastructure securities
17% Fixed interest
3% Cash
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
FirstChoice Wholesale Multi-Index High Growth
|
High Growth
|
40% Australian shares
15% Global shares
15% Global shares hedged
10% Emerging market shares
10% Global property securities
10% Global infrastructure securities
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Conservative
|
Conservative
|
40% Cash
30% Fixed Interest
3% Global property securities
3% Global infrastructure securities
10% Australian Shares
7% Global shares
7% Global shares - hedged
|
Multi-manager
|
At least 3 years
|
Unit prices
|
|
Colonial First State Wholesale Index Diversified
|
Moderate
|
20% Cash
30% Fixed Interest
5% Global property securities
5% Global infrastructure securities
18% Australian Shares
11% Global shares
11% Global shares - hedged
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
Colonial First State Wholesale Index Moderate
|
Moderate
|
23% Australian Shares
13.5% Global Shares
13.5% Global Shares - Hedged
5% Global Property Securities
5% Global Infrastructure Securities
27% Fixed Interest
13% Cash
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
Colonial First State Wholesale Index Balanced
|
Growth
|
26% Australian shares
16% Global Shares
16% Global Shares Hedged
6% Global Property Securities
6% Global Infrastructure Securities
24% Fixed Interest
6% Cash
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
Colonial First State Wholesale Index Growth
|
Growth
|
3% Cash
17% Fixed Interest
7% Global property securities
7% Global infrastructure securities
30% Australian Shares
18% Global shares
18% Global shares - hedged
|
Multi-manager
|
At least 5 years
|
Unit prices
|
|
Colonial First State Wholesale Index High Growth
|
High Growth
|
36% Australian Shares
22% Global Shares
22% Global Shares Hedged
10% Global Property Securities
10% Global Infrastructure Securities
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
AZ Sestante Wholesale Conservative
|
Conservative
|
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
|
AZ Sestante
|
At least 3 years
|
Unit prices
|
|
First Sentier Wholesale Conservative
|
Conservative
|
15% Australian shares
10% Global shares
5% Property securities
70% Fixed interest and cash
|
FSI
|
3 years
|
Unit prices
|
|
Perpetual Wholesale Conservative Growth
|
Conservative
|
11% Australian shares
10% Global shares
4% Property securities
56% Fixed income
7% Cash and enhanced cash
12% Alternatives
|
Perpetual Investments
|
At least 3 years
|
Unit prices
|
|
AZ Sestante Wholesale Diversified
|
Moderate
|
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
|
AZ Sestante
|
At least 5 years
|
Unit prices
|
|
First Sentier Wholesale Balanced
|
Moderate
|
20% Australian shares
15% Global shares
10% Real return
5% Property securities
50% Fixed interest and cash
|
FSI
|
At least 5 years
|
Unit prices
|
|
Perpetual Wholesale Diversified Growth
|
Moderate
|
21% Australian shares
19% Global shares
5% Property securities
39% Fixed income
4% Cash and enhanced cash
12% Alternatives
|
Perpetual Investments
|
At least 5 years
|
Unit prices
|
|
First Sentier Wholesale Diversified
|
Growth
|
30% Australian shares
20% Global shares
10% Real return
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
|
FSI
|
At least 5 years
|
Unit prices
|
|
Pendal Wholesale Active Balanced
|
Growth
|
33% Australian Shares
33% Global Shares
6% Property Securities
18% Diversified Fixed Interest
10% Cash
0% Alternatives
|
Pendal
|
At least 5 years
|
Unit prices
|
|
Perpetual Wholesale Balanced Growth
|
Growth
|
31% Australian shares
28% Global shares
6% Property securities
21% Fixed income
2% Cash and enhanced cash
12% Alternatives
|
Perpetual Investments
|
At least 5 years
|
Unit prices
|
|
Schroder Wholesale Real Return
|
Diversified real return
|
N/A Cash and cash equivalents, investment grade securities
N/A Australian and global high yield, emerging market debt and Asian bonds
N/A Australian and global shares and property securities
0% Cash
|
Schroders
|
At least 5 years
|
Unit prices
|
|
AZ Sestante Wholesale Growth
|
High Growth
|
N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
|
AZ Sestante
|
At least 7 years
|
Unit prices
|
|
First Sentier Wholesale High Growth
|
High growth
|
40% Australian shares
10% Australian small companies
50% Global shares
0% Cash
|
FSI
|
At least 7 years
|
Unit prices
|
|
Milliman Wholesale Managed Risk Multi-Index High Growth
|
Lower volatility share
|
80% Australian and global shares
0% Cash and futures
20% Property and infrastructure securities
|
Milliman
|
At least 7 years
|
Unit prices
|
|