List of funds

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  • Investment type: Institutional and Master trusts
 
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Wholesale Index Funds
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Indexed Australian Bond Fund
Australian fixed interest 100% Cash and fixed interest
CFS Indexed At least 3 years Unit prices
Colonial First State Wholesale Indexed Global Bond Fund
Diversified fixed interest 100% Cash and fixed interest
CFS Indexed At least 3 years Unit prices
Colonial First State Wholesale Indexed Australian Share Fund
Australian share 100% Australian shares
0% Cash
CFS Indexed At least 7 years Unit prices
Colonial First State Wholesale Indexed Global Share Fund
Global share 100% Global shares
0% Cash
CFS Indexed At least 7 years Unit prices
Colonial First State Wholesale Indexed Property Securities Fund
Australian property and infrastructure securities 100% Property securities
0% Cash
CFS Indexed At least 7 years Unit prices
Wholesale Funds
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
FirstChoice Wholesale Geared Global Share
Geared 100% Global shares
0% Cash
Multi-manager 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
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
First Sentier Wholesale Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
FSI 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
First Sentier Wholesale Equity Income
Lower volatility share N/A Australian shares
N/A Cash
FSI At least 7 years Unit prices
Acadian Wholesale Australian Equity Fund
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
First Sentier Wholesale Concentrated Australian Share
Australian share 100% Australian shares
0% Cash
FSI At least 7 years Unit prices
First Sentier Wholesale Imputation
Australian share 100% Australian shares
0% Cash
FSI 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
First Sentier Wholesale Australian Small Companies
Australian share - small companies 100% Australian shares
0% Cash
FSI 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
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
Acadian Wholesale Australian Equity Long Short Fund
Specialist share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Acadian Wholesale Global Equity Long Short Fund
Specialist share 100% Global shares
0% Cash
Acadian 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
First Sentier Wholesale Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
FSI At least 7 years Unit prices
First Sentier Wholesale Global Property Securities
Global property and infrastructure securities 100% Global property securities
0% Cash
FSI At least 7 years Unit prices
First Sentier Wholesale Global Listed Infrastructure
Global property and infrastructure securities 100% Infrastructure securities
0% Cash
FSI 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 Fund
Geared 100% Global shares
0% Cash
Acadian At least 7 years Unit prices
First Sentier Wholesale Geared Global Property Securities
Geared 100% Global property securities
0% Cash
FSI At least 7 years Unit prices
First Sentier Wholesale Geared Share
Geared 100% Australian shares
0% Cash
FSI At least 7 years Unit prices
First Sentier Wholesale Australian Share Fund
Australian Share 100% Australian shares
0% Cash
FSI At least 7 years Unit prices
Acadian Wholesale Australian Market Neutral Fund Australian Share 0% Australian shares
100% Cash
Acadian At least 5 years Unit prices
First Sentier Global Corporate Bond Fund Short duration fixed interest 100% Cash and fixed interest
FSI At least 3 years Unit prices
First Sentier Wholesale Conservative
Conservative 15% Australian shares
10% Global shares
5% Property securties
70% Fixed interest and cash
FSI At least 3 years 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
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
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
Wholesale Mezzanine Investments
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Acadian Defensive Income Fund - Class A
Australian Share 0% Australian shares
100% Cash and fixed interest
Acadian At least 4 years Unit prices
Realindex Australian Share - Class A
Australian share 100% Australian shares
0% Cash
Realindex Investments At least 7 years Unit prices
Realindex Australian Small Companies - Class A
Australian Share - Small Companies 100% Australian shares
0% Cash
Realindex Investments At least 7 years Unit prices
Realindex Emerging Markets - Class A
Global share - emerging markets 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Realindex Global Share - Class A
Global share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Realindex Global Share Hedged - Class A
Global share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Aspect Diversified Futures Fund - Class A
Alternatives N/A Cash, futures and forwards
Aspect Capital At least 5 years Unit prices
Acadian Global Managed Volatility Equity Fund - Class A
Lower volatility share 100% Global shares
0% Cash
Acadian At least 7 years Unit prices
Milliman Managed Risk Australian Share - Class A
Australian Share 100% Australian shares
0% Cash
Milliman At least 7 years Unit prices
Milliman Managed Risk Global Share - Class A
Global Share 100% Global shares
0% Cash and futures
Milliman At least 7 years Unit prices
First Sentier Investment Grade Corporate Bond Fund
Diversified fixed interest 100% Global fixed interest and cash
FSI At least 3 years Unit prices
Aspect Absolute Return Fund - Class A
Alternatives N/A Cash and Derivatives
Aspect Capital At least 5 years Unit prices
Affirmative Global Bond Fund – Class A
Diversified fixed interest 100% Cash and global fixed interest
Affirmative Investment At least 3 years Unit prices
Acadian Global Equity Long Short - Class A
Specialist Share 100% Global Share
0% Cash
Acadian At least 7 years Unit prices
Acadian Australian Equity Long Short - Class A
Specialist Share 100% Australian Shares
Acadian At least 7 years Unit prices
Baillie Gifford Long Term Global Growth - Class A
Global share 100% Global shares
0% Cash
Baillie Gifford At least 7 years Unit prices
Baillie Gifford Global Stewardship Fund - Class A
Global share 100% Global shares
0% Cash
Baillie Gifford At least 7 years Unit prices
First Sentier Multi-Asset Real Return
Diversified real return N/A Cash
N/A Fixed income securities
N/A Equities
N/A Commodities
FSI At least 5 years Unit prices
Colonial First State FirstChoice Multi-Index Conservative Fund - Class A
Conservative 12% Australian shares
5% Global shares
6% Global shares - hedged
1% Emerging market shares
3% Global property securities
3% Global infrastructure securities
30% Fixed interest
40% Cash
Multi-manager At least 3 years Unit prices
Colonial First State FirstChoice Multi-Index Diversified Fund - Class A
Moderate 20.5% Australian shares
9% Global shares
10% Global shares - hedged
1.5% Emerging market shares
4.5% Global property securities
4.5% Global infrastructure securities
30% Fixed interest
20% Cash
Multi-manager At least 5 years Unit prices
Colonial First State FirstChoice Multi-Index Balanced Fund - Class A
Growth 29% Australian shares
13% Global shares
14% Global shares - hedged
2% Emerging market shares
6% Global property securities
6% Global infrastructure securities
25% Fixed interest
5% Cash
Multi-manager At least 5 years Unit prices
Colonial First State FirstChoice Multi-Index High Growth Fund - Class A
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 FirstChoice Multi-Index Moderate Fund - Class A
Moderate 25% Australian shares
11% Global shares
12% Global shares - hedged
2% Emerging market shares
5% Global property securities
5% Global infrastructure securities
27% Fixed interest
13% Cash
Multi-manager At least 5 years Unit prices
Milliman Managed Risk Multi-Index High Growth - Class A
Lower volatility share 80% Australian and global shares
0% Cash and futures
20% Property and infrastructure securities
Milliman At least 7 years Unit prices
Colonial First State Index Conservative - Class A
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 Index Diversified - Class A
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 Index Growth - Class A
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 Index Moderate - Class A
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 Index Balanced - Class A
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 Index High Growth - Class A
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
Product Disclosure Statements (PDSs) describing each product are available from this site or by contacting our Investor Service Centre on 13 13 36. The relevant PDS should be considered before making a decision about any product.

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