Multi-Manager Balanced Fund
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Return target of 2.5% per year above inflation over rolling 10-year periods after fees and taxes. |
Medium to high |
10 years + |
Those seeking moderate returns and prepared to accept likely modest fluctuations in returns over shorter time periods. |
Multi-Manager Conservative Fund
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Return target of 1.5% per year above inflation over rolling 10-year periods after fees and taxes.
|
Medium |
10 years + |
Those seeking moderate returns and prepared to accept likely modest fluctuations in returns over shorter time periods. |
Multi-Manager Growth Fund
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Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes. |
High |
10 years + |
Those seeking high returns and prepared to accept likely significant fluctuations in returns over shorter time periods. |
Multi-Manager High Growth Fund
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Return target of 3.5% per year above inflation over rolling 10-year periods after fees and taxes. |
High |
10 years + |
Those seeking high returns and prepared to accept likely significant fluctuations in returns over shorter time periods. |
Australian Fixed Interest Fund
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Aims to match the return and risk profile of the Bloomberg AusBond Composite 0+ Yr Index, after fees and taxes. |
Medium
|
3 years
|
Those seeking modest returns from fixed interest only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely modest fluctuations over shorter periods. |
Australian Listed Property Index Fund
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Aims to match the return and risk profile of the S&P/ASX 300 A-REIT Accumulation Index, after fees and taxes.
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Very high
|
5 years +
|
Those seeking high returns from a diversified property portfolio only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods.
|
Australian Shares Fund
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Aims to broadly match the return and risk profile of the S&P/ASX 300 Accumulation Index, after fees and taxes.
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High
|
5 years +
|
Those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
Australian Shares Multi-Manager Fund
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Aims to outperform the S&P/ASX 300 Accumulation Index over rolling 3-year periods, after fees and taxes.
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High
|
5 - 7 years
|
Those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
Australian Shares Value Fund
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Aims to achieve a return in excess of S&P/ASX 300 Accumulation Index over rolling 5-year periods, after fees and taxes.
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High
|
5 years +
|
Those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
Cash Fund
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Aims to outperform the Bloomberg AusBond Bank Bill Index, after fees and taxes.
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Very low
|
1 year +
|
Those seeking consistent returns on their money in the short term with minimal to low fluctuations in returns over shorter periods, even if that return is low and doesn’t keep pace with inflation. |
First Sentier Wholesale Global Credit Income Fund
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Aims to provide income-based returns and to outperform the Bloomberg AusBond Bank Bill Index over rolling 3-year periods before fees and taxes by investing in a diversified portfolio of relatively higher yielding Australian and international fixed interest investments.
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Medium
|
3 years
|
Those seeking modest returns from global credit only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely modest fluctuations over shorter periods. |
Global Property Fund
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Aims to deliver a similar or superior risk-return profile to the composite benchmark comprising 85% of the FSTE EPRA/NAREIT Developed Rental Index ($A hedged) and 15% S&P/ASX 300 A-REIT Index by investing largely in listed Real Estate Investment Trusts (REITs), after fees and taxes.
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Very high
|
5 years +
|
Those seeking high returns from a diversified property portfolio only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods.
|
Hyperion Australian Growth Companies Fund
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Aims to achieve long-term returns above the S&P/ASX 300 Accumulation Index, and minimise the risk of permanent capital loss.
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High
|
5 years +
|
Those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
International Shares Fund
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Aims to achieve capital growth over the long term by investing predominantly in listed international shares.
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High
|
5 years
|
Those seeking high returns from international shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
International Shares Multi-Manager Fund
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Aims to outperform the MSCI All Countries World ex-Australia Index (with net dividends reinvested) in Australian dollars (unhedged) over rolling 3-year periods, after fees and taxes.
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High
|
5 years +
|
Those seeking high returns from international shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |
Ironbark Paladin Property Securities Fund
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Aims to outperform its benchmark, the S&P/ASX 300 Australian Real Estate Investment Trust (A-REIT) Accumulation Index, after fees, over rolling 3-year periods.
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Very high
|
5 - 7 years
|
Those seeking high returns from a diversified property portfolio only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods.
|
Vanguard Australian Fixed Interest Index Fund
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Aims to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
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Low
|
3 years
|
Those seeking modest returns from fixed interest only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely low fluctuations over shorter periods.
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Vanguard International Fixed Interest Index Fund (Hedged)
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Aims to track the return of the Bloomberg Global Treasury Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax.
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Low
|
3 years
|
Those seeking modest returns from fixed interest only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely low fluctuations over shorter periods.
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Walter Scott Global Equity Fund
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Aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested.
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Very high
|
7 years
|
Those seeking high returns from international shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods. |