List of funds

Search Criteria

  • Investment type: Institutional and Master trusts
 
  Need Help? Call 13 13 36 or Email us
Wholesale Premium Cash Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Premium Cash Fund
Cash and deposits 100% Cash
Colonial First State No minimum Unit prices
Wholesale Premium Cash Enhanced Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Premium Cash Enhanced Fund Enhanced cash 100% Cash and fixed interest
Colonial First State No minimum Unit prices
Wholesale Institutional Cash Fund
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
Colonial First State Wholesale Institutional Cash Fund Cash and deposits 100% Cash
Colonial First State No minimum Unit prices
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
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Target Return Income Fund
Alternative income 0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
CFSGAM At least 5 years Unit prices
Colonial First State Wholesale Strategic Cash
Enhanced cash 100% Cash and money market securities
CFSGAM No minimum Unit prices
Colonial First State Wholesale Global Credit Income Fund
Short duration fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Diversified Fixed Interest Fund
Diversified fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Australian Bond Fund
Australian fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Equity Income Fund
Lower volatility share N/A Australian shares
N/A Cash
CFSGAM 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
T. Rowe Price Wholesale Australian Equity
Australian share 100% Australian shares
0% Cash
T Rowe Price At least 7 years Unit prices
Colonial First State Wholesale Concentrated Australian Share Fund
Australian share 100% Australian shares
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Imputation Fund
Australian share 100% Australian shares
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Australian Small Companies
Australian share - small companies 100% Australian shares
0% Cash
CFSGAM 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 Fund
Global share 100% Global shares
0% Cash
CFSGAM At least 7 years Unit prices
Stewart Investors Wholesale Worldwide Sustainability
Global share 100% Global shares
0% Cash
CFSGAM 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
Janus Henderson Wholesale Global Natural Resources
Global Share 100% Global shares
0% Cash
Janus Henderson At least 7 years Unit prices
Colonial First State Wholesale Property Securities Fund
Australian property and infrastructure securities 100% Property securities
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Global Property Securities Fund
Global property and infrastructure securities 100% Global property securities
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Global Listed Infrastructure Securities Fund
Global property and infrastructure securities 100% Infrastructure securities
0% Cash
CFSGAM 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
Acadian Wholesale Geared Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Wholesale Geared Global Property Securities Fund
Geared 100% Global property securities
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Geared Share Fund
Geared 100% Australian shares
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Australian Share Fund
Australian Share 100% Australian shares
0% Cash
CFSGAM At least 7 years Unit prices
Stewart Investors Wholesale Global Emerging Markets Leaders
Global share - emerging markets 100% Global shares
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Wholesale Health & Biotechnology Fund
Specialist share 100% Global shares
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Wholesale Global Technology & Communications Fund
Specialist share 100% Global shares
0% Cash
Colonial First State 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
Colonial First State Wholesale Global Bond Fund Diversified fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Global Credit Fund
Diversified fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale International High Yield Fund Short duration fixed interest 100% Cash and fixed interest
Colonial First State At least 4 years Unit prices
Colonial First State Wholesale Global Corporate Bond Fund Short duration fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Government Inflation-Linked Bond Fund
Australian fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Conservative Fund
Conservative 15% Australian shares
10% Global shares
5% Property securties
70% Fixed interest and cash
CFSGAM At least 3 years Unit prices
Colonial First State Wholesale Balanced Fund
Moderate 20% Australian shares
15% Global shares
10% Real return
5% Property securities
50% Fixed interest and cash
CFSGAM At least 5 years Unit prices
Colonial First State Wholesale Diversified Fund
Growth 30% Australian shares
20% Global shares
10% Real return
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
CFSGAM At least 5 years Unit prices
Colonial First State Wholesale High Growth Fund
High growth 40% Australian shares
10% Australian small companies
50% Global shares
0% Cash
CFSGAM 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
Colonial First State Global Listed Infrastructure Securities Fund - Class A
Global property and infrastructure securities 100% Infrastructure securities
0% Cash
CFSGAM At least 5 years Unit prices
Acadian Australian Equity High Yield Fund - Class A
Australian Share 100% Australian shares
0% Cash and futures
Acadian At least 7 years Unit prices
Realindex Enhanced Equal Weighted Global Share Fund - Class A Global share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Stewart Investors Worldwide Sustainability Fund - Class A
Global share 100% Global shares
0% Cash
CFSGAM At least 7 years Unit prices
Colonial First State Equity Income Fund - Class A
Australian Share N/A Australian shares
N/A Cash
CFSGAM 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
Realindex Global Share Fund (Screened) - Class A Global Share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Colonial First State Asian Growth Fund - Class A
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Unit prices
Acadian Diversified Alpha Fund - Class A
Alternatives 100% Global Shares and cash
Acadian At least 5 years Unit prices
Realindex Australian Dividend Plus Fund - Class A
Australian share 100% Australian shares
0% Cash
Realindex Investments At least 7 years Unit prices
Colonial First State Global Emerging Markets Focus Fund - Class A
Global Share - Emerging Markets 100% Global shares
CFSGAM At least 7 years Unit prices
Colonial First State Australian MidCap Fund - Class A
Australian Share - Small Companies 100% Australian and NZ shares
CFSGAM At least 7 years Unit prices
Colonial First State US Select High Yield Fund - Class A Short duration fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State US Short Duration High Yield Fund - Class A Short duration fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Colonial First State High Quality US High Yield Fund - Class A Short duration fixed interest 100% Cash and fixed interest
CFSGAM At least 3 years Unit prices
Acadian Australian Managed Volatility Equity - Class A
Lower Volatility Share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Aspect Absolute Return Fund - Class A
Alternatives N/A Cash and Derivatives
Aspect Capital At least 5 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 shares 100% Global shares
0% Cash
Baillie Gifford At least 7 years Unit prices
Colonial First State Multi-Asset Real Return Fund - Class A
Diversified real return N/A Cash
N/A Fixed income securities
N/A Equities
N/A Commodities
CFSGAM 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 FirstChoice Multi-Index Growth - Class A
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
Baillie Gifford Global Stewardship Fund - Class A
Global shares 100% Global shares
0% Cash
- 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
- 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
- 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
- At least 5 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.