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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)
Performance
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)
Performance
Unit prices
CFS Wholesale Indexed Australian Share Fund
Australian share
100% Australian shares
0% Cash
Multi-manager
At least 7 years
Very high (7)
Performance
Unit prices
CFS Wholesale Indexed Global Share Fund
Global share
100% Global shares
0% Cash
Multi-manager
At least 7 years
Very high (7)
Performance
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)
Performance
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)
Performance
Unit prices
First Sentier Target Return Income Fund
Alternative income
0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
FSI
At least 5 years
Medium (4)
Performance
Unit prices
First Sentier Strategic Cash Fund
Enhanced cash
100% Cash and money market securities
FSI
No minimum
Very Low (1)
Performance
Unit prices
First Sentier Global Credit Income Fund
Short duration fixed interest
100% Cash and fixed interest
FSI
At least 3 years
Medium (4)
Performance
Unit prices
First Sentier Diversified Fixed Interest Fund
Diversified fixed interest
100% Cash and fixed interest
FSI
At least 3 years
Medium to high (5)
Performance
Unit prices
First Sentier Australian Bond Fund
Australian fixed interest
100% Cash and fixed interest
FSI
At least 3 years
Medium (4)
Performance
Unit prices
First Sentier Equity Income
Lower volatility share
N/A Australian shares
N/A Cash
FSI
At least 7 years
High (6)
Performance
Unit prices
Acadian Australian Equity Fund
Australian share
100% Australian shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
First Sentier Concentrated Australian Share Fund
Australian share
100% Australian shares
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
First Sentier Imputation Fund
Australian share
100% Australian shares
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
T. Rowe Price Australian Equity Fund
Australian share
100% Australian shares
0% Cash
T Rowe Price
At least 7 years
Very high (7)
Performance
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)
Performance
Unit prices
Acadian Sustainable Global Equity Fund
Global Share
100% Global shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
Stewart Investors Worldwide Leaders Sustainability Fund
Global share
100% Global shares
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
Stewart Investors Worldwide Sustainability Fund
Global share
N/A Global shares
N/A Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
Acadian Australian Equity Long Short Fund
Specialist share
100% Australian shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
Acadian Global Equity Long Short Fund
Specialist share
100% Global shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
CFS Global Health & Biotechnology Fund
Specialist Share
100% Global Shares
10% Cash
Multi-manager
At least 7 years
Very high (7)
Performance
Unit prices
CFS Global Technology & Communications Fund
Specialist Share
100% Global Shares
10% Cash
Multi-manager
At least 7 years
Very high (7)
Performance
Unit prices
Janus Henderson Global Natural Resources Fund
Global Share
100% Global shares
0% Cash
Janus Henderson
At least 7 years
Very high (7)
Performance
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)
Performance
Unit prices
First Sentier Global Listed Infrastructure Fund
Global property and infrastructure securities
100% Infrastructure securities
0% Cash
FSI
At least 7 years
Very high (7)
Performance
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)
Performance
Unit prices
Acadian Geared Australian Equity Fund
Australian share
100% Australian shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
Acadian Geared Sustainable Global Equity Fund
Geared
100% Global shares
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
CFS Geared Share Fund
Geared
100% Australian shares
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
Acadian Wholesale Australian Market Neutral Fund
Australian Share
0% Australian shares
100% Cash
Acadian
At least 5 years
Medium to high (5)
Performance
Unit prices
First Sentier Australian Share Fund
Australian Share
100% Australian shares
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
Generation Global Share Fund
Global share
100% Global shares
0% Cash
Generation
At least 7 years
Very high (7)
Performance
Unit prices
First Sentier Geared Global Property Securities Fund
Geared
100% Global property securities
0% Cash
FSI
At least 7 years
Very high (7)
Performance
Unit prices
First Sentier Global Corporate Bond Fund
Short duration fixed interest
100% Cash and fixed interest
FSI
At least 3 years
Medium (4)
Performance
Unit prices
First Sentier Conservative Fund
Conservative
15% Australian shares
10% Global shares
5% Property securties
70% Fixed interest and cash
Multi-manager
At least 3 years
Medium (4)
Performance
Unit prices
First Sentier Balanced Fund
Moderate
25% Australian shares
20% Global shares
5% Property securities
50% Fixed interest and cash
Multi-manager
At least 5 years
Medium to high (5)
Performance
Unit prices
First Sentier Diversified Fund
Growth
35% Australian shares
25% Global shares
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
Multi-manager
At least 5 years
High (6)
Performance
Unit prices
First Sentier High Growth Fund
High growth
40% Australian shares
10% Australian small companies
50% Global shares
0% Cash
Multi-manager
At least 7 years
High (6)
Performance
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 Fund - Class A
Australian Share
0% Australian shares
100% Cash and fixed interest
Acadian
At least 4 years
Medium (4)
Performance
Unit prices
Realindex Australian Share Value - Class A
Australian share
100% Australian shares
0% Cash
Realindex Investments
At least 7 years
Very high (7)
Performance
Unit prices
Realindex Australian Small Companies Value - Class A
Australian Share - Small Companies
100% Australian shares
0% Cash
Realindex Investments
At least 7 years
Very high (7)
Performance
Unit prices
Realindex Emerging Markets Value - Class A
Global share - emerging markets
100% Global shares
0% Cash
Realindex Investments
At least 7 years
Very high (7)
Performance
Unit prices
Realindex Global Share Value - Class A
Global share
100% Global shares
0% Cash
Realindex Investments
At least 7 years
Very high (7)
Performance
Unit prices
Realindex Global Share Value Hedged - Class A
Global share
100% Global shares
0% Cash
Realindex Investments
At least 7 years
Very high (7)
Performance
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)
Performance
Unit prices
Acadian Global Managed Volatility Equity Fund - Class A
Lower volatility share
100% Global shares
0% Cash
Acadian
At least 7 years
High (6)
Performance
Unit prices
First Sentier Investment Grade Corporate Bond Fund
Diversified fixed interest
100% Global fixed interest and cash
FSI
At least 3 years
Medium (4)
Performance
Unit prices
Aspect Absolute Return Fund - Class A
Alternatives
N/A Cash and Derivatives
Aspect Capital
At least 5 years
Medium to high (5)
Performance
Unit prices
Affirmative Global Impact Bond Fund - Class A
Diversified fixed interest
100% Cash and global fixed interest
Affirmative Investment
At least 3 years
Medium to high (5)
Performance
Unit prices
Acadian Global Equity Long Short - Class A
Specialist Share
100% Global Share
0% Cash
Acadian
At least 7 years
Very high (7)
Performance
Unit prices
Acadian Australian Equity Long Short - Class A
Specialist Share
100% Australian Shares
Acadian
At least 7 years
Very high (7)
Performance
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)
Performance
Unit prices
Baillie Gifford Sustainable Growth - Class A
Global share
100% Global shares
0% Cash
Baillie Gifford
At least 7 years
Very high (7)
Performance
Unit prices
CFS Index Australian Share - Class A
Australian share
0% Cash
100% Australian Shares
FSI
At least 7 years
Very high (7)
Performance
Unit prices
CFS Index Global Share - Class A
Global share
0% Cash
100% Global Share
SSgA
At least 7 years
Very high (7)
Performance
Unit prices
CFS Index Australian Bond - Class A
Australian Fixed Interest
100% Cash and fixed interest
FSI
At least 3 years
Medium to high (5)
Performance
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)
Performance
Unit prices
CFS Index Global Share - Hedged - Class A
Global share
0% Cash
100% Global Share
SSgA
At least 7 years
Very high (7)
Performance
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)
Performance
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)
Performance
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)
Performance
Unit prices
CFS Enhanced Cash - Class A
Enhanced cash
100% Cash and money market securities
Colonial First State
No minimum
Very Low (1)
Performance
Unit prices
CFS Index Conservative - Class A
Conservative
10% Australian shares
14% Global shares
3% Global Property Securities
3% Global Infrastructure Securities
60% Fixed Interest
10% Cash
Multi-manager
At least 3 years
Medium (4)
Performance
Unit prices
CFS Index Diversified - Class A
Moderate
18% Australian shares
24% Global shares
4% Global Property Securities
4% Global Infrastructure Securities
43% Fixed Interest
7% Cash
Multi-manager
At least 5 years
Medium to high (5)
Performance
Unit prices
CFS Index Growth - Class A
Growth
30% Australian shares
36% Global shares
7% Global Property Securities
7% Global Infrastructure Securities
19% Fixed Interest
1% Cash
Multi-manager
At least 5 years
High (6)
Performance
Unit prices
CFS Index Moderate - Class A
Moderate
23% Australian shares
27% Global shares
5% Global Property Securities
5% Global Infrastructure Securities
35% Fixed Interest
5% Cash
Multi-manager
At least 5 years
Medium to high (5)
Performance
Unit prices
CFS Index Balanced - Class A
Growth
26% Australian shares
32% Global shares
6% Global Property Securities
6% Global Infrastructure Securities
27% Fixed Interest
3% Cash
Multi-manager
At least 5 years
High (6)
Performance
Unit prices
CFS Index High Growth - Class A
High Growth
35% Australian shares
44% Global shares
10% Global Property Securities
10% Global Infrastructure Securities
1% Cash
Multi-manager
At least 7 years
High (6)
Performance
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)
Performance
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)
Performance
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)
Performance
Unit prices
CFS Equity Builder
High Growth
39% Australian shares
60% Global shares
1% Cash
Multi-manager
At least 7 years
High (6)
Performance
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.
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Institutional and Master trusts
These funds are available for Masterfunds and institutional investors only.