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
Risk
rating
Performance & prices More information
CFS Wholesale Indexed Australian Bond Fund
Australian fixed interest 100% Cash and fixed interest
Multi-manager At least 3 years Medium (4) Unit prices
CFS Wholesale Indexed Global Bond Fund
Diversified fixed interest 100% Cash and fixed interest
Multi-manager At least 3 years Medium to high (5) Unit prices
CFS Wholesale Indexed Australian Share Fund
Australian share 100% Australian shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
CFS Wholesale Indexed Global Share Fund
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
CFS Wholesale Indexed Property Securities Fund
Australian property and infrastructure securities 100% Property securities
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Wholesale Funds
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Risk
rating
Performance & prices More information
CFS Geared Global Share Fund
Geared 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
CFS Geared Share Fund
Geared 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
First Sentier Strategic Cash Fund
Enhanced cash 100% Cash and money market securities
FSI No minimum Very Low (1) Unit prices
Daintree Core Income
Short duration fixed interest N/A Cash & Cash Equivalents
N/A Australian Fixed Interest
N/A Global Fixed Interest
N/A High Yield
N/A Mortgage and Asset Backed Securities
Multi-manager At Least 3 years Medium (4) Unit prices
Janus Henderson Diversified Credit
Short duration fixed interest N/A Cash and short term securities
N/A Corporate Debt
N/A Australian Hybrids
N/A Australian asset backed securities
N/A Global High Yield Credit
N/A Global Secured Loans
N/A Emerging markets debt
Multi-manager At least 3 years Medium (4) Unit prices
Macquarie Dynamic Bond
Diversified fixed interest N/A Sovereign bonds
N/A Investment grade credit
N/A High yield
N/A Emerging markets debt
Multi-manager At least 3 years Medium to high (5) Unit prices
Macquarie Australian Fixed Interest
Australian fixed interest 100% Australian fixed interest and cash
Multi-manager At least 3 years Medium (4) Unit prices
Acadian Core Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
First Sentier Concentrated Australian Share Fund
Australian share 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
First Sentier Imputation Fund
Australian share 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
Martin Currie Australia Equity Income
Australian share 100% Australian Shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Platypus Australian Equities
Australian share 100% Australian shares
0% Cash and cash equivalents
Multi-manager At least 7 years Very high (7) Unit prices
First Sentier Australian Small Companies Fund
Australian share - small companies 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
Acadian Global Equity
Global Share 100% Global shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
Capital Group New Perspective
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Stewart Investors Worldwide Leaders Sustainability Fund
Global share 100% Global equities
0% Cash
FSI At least 7 years Very high (7) Unit prices
Acadian Australian Equity Long Short Fund
Specialist share 100% Australian shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
Acadian Global Equity Long Short Fund
Specialist share 100% Global shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
CFS - Wellington Global Health & Biotechnology
Specialist share 100% Global Shares
10% Cash
Multi-manager At least 7 years Very high (7) Unit prices
CFS - Wellington Global Technology & Communications
Specialist share 100% Global Shares
10% Cash
Multi-manager At least 7 years Very high (7) Unit prices
Janus Henderson Global Natural Resources Fund
Global Share 100% Global shares
0% Cash
Janus Henderson At least 7 years Very high (7) Unit prices
First Sentier Property Securities Fund
Australian property and infrastructure securities 100% Property securities
0% Cash
FSI At least 7 years Very high (7) Unit prices
ClearBridge RARE Infrastructure Value
Global property and infrastructure securities 100% Global Infrastructure securities
0% Cash and cash equivalents
Multi-manager At least 7 years Very high (7) Unit prices
First Sentier Global Property Securities Fund
Global property and infrastructure securities 100% Global property securities
0% Cash
FSI At least 7 years Very high (7) Unit prices
Acadian Geared Core Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
Acadian Geared Global Equity
Geared 100% Global shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
CFS Wholesale Cash
Enhanced cash 100% Cash and money market securities
Colonial First State No minimum Very Low (1) Unit prices
Acadian Wholesale Australian Market Neutral Fund Australian Share 0% Australian shares
100% Cash
Acadian At least 5 years Medium to high (5) Unit prices
First Sentier Australian Share Fund
Australian Share 100% Australian shares
0% Cash
FSI At least 7 years Very high (7) Unit prices
Generation Global Share Fund
Global share 100% Global shares
0% Cash
Generation At least 7 years Very high (7) Unit prices
First Sentier Geared Global Property Securities Fund
Geared 100% Global property securities
0% Cash
FSI At least 7 years Very high (7) Unit prices
Generation Global Share - Hedged
Global share 100% Global share
0% Cash
Generation At least 7 years Very high (7) Unit prices
First Sentier Global Corporate Bond Fund Short duration fixed interest 100% Cash and fixed interest
FSI At least 3 years Medium (4) Unit prices
Wholesale Mezzanine Investments
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Risk
rating
Performance & prices More information
Acadian Defensive Income - Class A
Alternatives 0% Australian shares
100% Cash and fixed interest
Acadian At least 3 years Medium (4) Unit prices
RQI Australian Value - Class A
Australian share 100% Australian shares
0% Cash
RQI At least 7 years Very high (7) Unit prices
RQI Australian Small Cap Value - Class A
Australian Share - Small Companies 100% Australian shares
0% Cash
RQI At least 7 years Very high (7) Unit prices
RQI Emerging Markets Value - Class A
Global share - emerging markets 100% Global shares
0% Cash
RQI At least 7 years Very high (7) Unit prices
RQI Global Value - Class A
Global share 100% Global shares
0% Cash
RQI At least 7 years Very high (7) Unit prices
RQI Global Value - Hedged - Class A
Global share 100% Global shares
0% Cash
RQI At least 7 years Very high (7) Unit prices
Aspect Diversified Futures Fund - Class A
Alternatives N/A Cash, futures and forwards
Aspect Capital At least 5 years Medium to high (5) Unit prices
Acadian Global Managed Volatility Equity Fund - Class A
Lower volatility share 100% Global shares
0% Cash
Acadian At least 7 years Very high (7) Unit prices
First Sentier Investment Grade Corporate Bond Fund
Diversified fixed interest 100% Global fixed interest and cash
Multi-manager At least 3 years Medium (4) Unit prices
Aspect Absolute Return Fund - Class A
Alternatives N/A Cash and Derivatives
Aspect Capital At least 5 years Medium to high (5) Unit prices
MetLife Global Impact Bond - Class A
Diversified fixed interest 100% Cash and global fixed interest
MetLife At least 3 years Medium to high (5) Unit prices
Acadian Global Equity Long Short - Class A
Specialist Share 100% Global Share
0% Cash
Acadian At least 7 years Very high (7) Unit prices
Acadian Australian Equity Long Short - Class A
Specialist Share 100% Australian Shares
Acadian At least 7 years Very high (7) Unit prices
Baillie Gifford Long Term Global Growth - Class A
Global share 100% Global shares
0% Cash
Baillie Gifford At least 7 years Very high (7) Unit prices
Baillie Gifford Sustainable Growth - Class A
Global share 100% Global shares
0% Cash
Baillie Gifford At least 7 years Very high (7) Unit prices
CFS Index Australian Share - Class A
Australian share 0% Cash
100% Australian Shares
FSI At least 7 years Very high (7) Unit prices
CFS Index Global Share - Class A
Global share 0% Cash
100% Global Share
SSgA At least 7 years Very high (7) Unit prices
CFS Index Australian Bond - Class A
Australian Fixed Interest 100% Cash and fixed interest
Multi-manager At least 3 years Medium to high (5) Unit prices
CFS Index Property Securities - Class A
Australian property and infrastructure securities 0% Cash
100% Property securities
FSI At least 7 years Very high (7) Unit prices
CFS Index Global Share - Hedged - Class A
Global share 0% Cash
100% Global Share
SSgA At least 7 years Very high (7) Unit prices
CFS Index Global Property Securities - Class A
Global property and infrastructure securities 0% Cash
100% Global property securities
SSgA At least 7 years Very high (7) Unit prices
CFS Index Global Bond - Class A
Diversified fixed interest 100% Cash and fixed interest
SSgA At least 3 years Medium to high (5) Unit prices
CFS Index Global Listed Infrastructure Securities - Class A
Global property and infrastructure securities 0% Cash
100% Global infrastructure securities
SSgA At least 7 years Very high (7) Unit prices
CFS Enhanced Cash - Class A
Enhanced cash 100% Cash and money market securities
Colonial First State No minimum Very Low (1) Unit prices
Cohen & Steers Global Listed Infrastructure - Class A
Global property and infrastructure securities 100% Global listed infrastructure
0% Cash
Cohen & Steers At least 7 years Very high (7) Unit prices
CFS Index Conservative - Class A
Conservative 10% Australian shares
16% Global shares
2% Global Property Securities
2% Global Infrastructure Securities
55% Fixed Interest
15% Cash
Multi-manager At least 3 years Medium (4) Unit prices
CFS Index Diversified - Class A
Moderate 18% Australian shares
26% Global shares
3% Global Property Securities
3% Global Infrastructure Securities
40% Fixed Interest
10% Cash
Multi-manager At least 5 years Medium to high (5) Unit prices
CFS Index Growth - Class A
Growth 30% Australian shares
40% Global shares
5% Global Property Securities
5% Global Infrastructure Securities
18% Fixed Interest
2% Cash
Multi-manager At least 5 years High (6) Unit prices
CFS Index Moderate - Class A
Moderate 23% Australian shares
29% Global shares
4% Global Property Securities
4% Global Infrastructure Securities
32% Fixed Interest
8% Cash
Multi-manager At least 5 years Medium to high (5) Unit prices
CFS Index Balanced - Class A
Growth 26% Australian shares
35% Global shares
4.5% Global Property Securities
4.5% Global Infrastructure Securities
26% Fixed Interest
4% Cash
Multi-manager At least 5 years High (6) Unit prices
CFS Index High Growth - Class A
High Growth 37% Australian shares
50% Global shares
6% Global Property Securities
6% Global Infrastructure Securities
1% Cash
Multi-manager At least 7 years High (6) Unit prices
CFS Thrive+ Sustainable Growth - Class A
Growth 30% Australian shares
50% Global shares and Private Equity
9% Australian Fixed interest
10% Global Fixed interest
1% Cash
Multi-manager At least 5 years High (6) Unit prices
CFS Defensive Builder
Conservative 4% Australian shares
6% Global shares
7% Property and infrastructure securities
63% Fixed Interest and private debt
20% Cash
Multi-manager At Least 3 years Medium (4) Unit prices
CFS Growth Builder
Growth 29% Australian shares
43% Global shares
3% Private Equity
10% Property and infrastructure securities
10% Fixed Interest and private debt
3% Alternatives
2% Cash
Multi-manager At least 5 years High (6) Unit prices
CFS Equity Builder
High Growth 39% Australian shares
60% Global shares
1% Cash
Multi-manager At least 7 years High (6) Unit prices
CFS Real Return - Class A
Diversified real return N/A Australian shares
N/A Global shares
N/A Property and Infrastructure
N/A Fixed Income and Credit
N/A Other investments
N/A Cash
Multi-manager At least 5 years Medium to high (5) 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.