FirstChoice Wholesale Personal Super Minimum investment $1,500, Colonial First State and other fund managers
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Fund/option
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Investment category
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Benchmark asset allocation
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Investment manager
|
Minimum suggested timeframe
|
Performance & prices
|
More information
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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
|
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FirstChoice Wholesale Lower Volatility Australian Share
|
Lower volatility share
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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
|
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FirstChoice Wholesale Australian Small Companies
|
Australian Share - Small Companies
|
100% Australian shares 0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
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FirstChoice Wholesale Global Share
|
Global Share
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100% Global shares 0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
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FirstChoice Wholesale Global Share - Hedged
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Global Share
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100% Global shares 0% Cash
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Multi-manager
|
7 years
|
Unit prices
|
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FirstChoice Wholesale Asian Share
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Global share - emerging markets
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100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
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FirstChoice Wholesale Emerging Markets
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Global share - emerging markets
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100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
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FirstChoice Wholesale Global Small Companies
|
Specialist share
|
100% Global shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
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FirstChoice Wholesale Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
|
FirstChoice Wholesale Global Property Securities
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Global Property and Infrastructure Securities
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100% Global Property Securities 0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
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FirstChoice Wholesale Global Infrastructure Securities
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Global Property and Infrastructure Securities
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100% Global Infrastructure Securities 0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
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FirstChoice Wholesale Geared Australian Share
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Geared funds
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100% Australian shares 0% Cash
|
Multi-manager
|
At least 7 years
|
Unit prices
|
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FirstChoice Wholesale Geared Global Share
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Geared funds
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100% Global shares 0% Cash
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Multi-manager
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At least 7 years
|
Unit prices
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Colonial First State Wholesale Index Australian Bond
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Australian fixed interest
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100% Cash and fixed interest
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Multi-manager
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At least 3 years
|
Unit prices
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Colonial First State Wholesale Index Global Bond
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Diversified fixed interest
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100% Global cash and fixed interest
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Colonial First State
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At least 3 years
|
Unit prices
|
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Colonial First State Wholesale Index Australian Share
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Australian Share
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100% Australian shares 0% Cash
|
Multi-manager
|
7 years
|
Unit prices
|
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CFS W'sale Index Global Share
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Global Share
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100% Global shares 0% Cash
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Colonial First State
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7 years
|
Unit prices
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CFS W'sale Index Global Share Hedged
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Global Share
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100% Global shares 0% Cash
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Colonial First State
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7 years
|
Unit prices
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Colonial First State Wholesale Index Property Securities
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Australian property and infrastructure securities
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100% Property securities 0% Cash
|
Multi-manager
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At least 7 years
|
Unit prices
|
|
Colonial First State Wholesale Index Global Property Securities
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Global property and infrastructure securities
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100% Global property Securities 0% Cash
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Colonial First State
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At least 7 years
|
Unit prices
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Colonial First State Wholesale Index Global Listed Infrastructure Securities
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Global property and infrastructure securities
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100% Global infrastructure Securities 0% Cash
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Colonial First State
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At least 7 years
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Unit prices
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First Sentier Wholesale Target Return Income
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Alternative Income
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0% Australian shares, global property securities and global listed infrastructure securities 100% Hybrids, cash and fixed interest
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FSI
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At least 5 years
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Unit prices
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FirstRate Wholesale Saver
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Cash and Deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
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Interest rates
|
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FirstRate Wholesale Term Deposit 3 Month
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Cash and Deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit 6 Month
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Cash and Deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit 9 Month
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Cash and Deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit 12 Month
|
Cash and Deposits
|
100% Cash and deposits
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Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
FirstRate Wholesale Term Deposit - 2 year
|
Cash and deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit - 3 year
|
Cash and deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit - 5 year
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Cash and deposits
|
100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit - 7 year
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Cash and deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit - 10 year
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Cash and deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
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No minimum
|
Interest rates
|
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FirstRate Wholesale Term Deposit - 15 year
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Cash and deposits
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100% Cash and deposits
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Commonwealth Bank Deposit
|
No minimum
|
Interest rates
|
|
First Sentier Wholesale Strategic Cash
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Enhanced cash
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100% Cash and money market securities
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FSI
|
No minimum
|
Unit prices
|
|
First Sentier Wholesale Global Credit Income
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Short duration fixed interest
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100% Cash and fixed interest
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FSI
|
At least 3 years
|
Unit prices
|
|
Kapstream Wholesale Absolute Return Income
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Short duration fixed interest
|
100% Cash and fixed interest (including derivatives)
|
Kapstream
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At least 3 years
|
Unit prices
|
|
Macquarie Wholesale Income Opportunities
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Short duration fixed interest
|
N/A Investment Grade Fixed Income N/A High Yield N/A Emerging Market Debt N/A Cash
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Macquarie
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At least 3 years
|
Unit prices
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Perpetual Wholesale Diversified Income
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Short duration
|
100% Cash and credit
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Perpetual Investments
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At least 3 years
|
Unit prices
|
|
PM Capital Wholesale Enhanced Yield
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Short duration fixed interest
|
N/A Yield securities N/A Australian and global shares N/A Cash
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PM Capital
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At least 3 years
|
Unit prices
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|
Schroder Wholesale Absolute Return Income
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Short duration fixed interest
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N/A Australian and global investment grade N/A Australian High Yield N/A Global High Yield N/A Cash and equivalent N/A Active Currency
|
Schroders
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At least 3 years
|
Unit prices
|
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Acadian Wholesale Defensive income
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Alternative income
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0% Australian Shares 100% Cash and Fixed Interest
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Acadian
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At least 3 years
|
Unit prices
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|
Pendal Wholesale Monthly Income Plus
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Alternative Income
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N/A Cash N/A Fixed Income N/A Australian Shares
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Pendal
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At least 5 years
|
Unit prices
|
|
Affirmative Wholesale Global Bond
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Global fixed interest
|
100% Global cash and fixed income
|
Affirmative Investment
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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
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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
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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
|
Multi-manager
|
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
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Merlon
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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
|
Multi-manager
|
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
|
|
Ironbark Karara Wholesale Australian Share
|
Australian share
|
100% Australian shares 0% Cash
|
Ironbark
|
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
|
Multi-manager
|
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
|
|
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
|
Multi-manager
|
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
|
|