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Funds from: Vanguard LifeStrategy Balanced to Dimensional Global Core Equity Trust

Vanguard LifeStrategy Balanced (11135)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Multisector Balanced
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Vanguard LifeStrategy Balanced

NovaPort Smaller Companies (9108)

Responsible Entity: Fidante Partners Limited
Fund Manager: NovaPort Capital Pty Limited
Category: Equity Australia Mid/Small Blend
Style: Small Blend
Morningstar Rating: 4 star(s)
View Price Quote: for NovaPort Smaller Companies

Antipodes Global Fund - Long Only I (15312)

Responsible Entity: Pinnacle Fund Services Limited
Fund Manager: Antipodes Partners Limited
Category: Equity World Large Growth
Style: Large Value
Morningstar Rating: 4 star(s)
View Price Quote: for Antipodes Global Fund - Long Only I

Vanguard Australian Property Secs Idx (4744)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Equity Australia Real Estate
Style: Large Growth
Morningstar Rating: 4 star(s)
View Price Quote: for Vanguard Australian Property Secs Idx

La Trobe Financial 12 Month Term Account (14260)

Responsible Entity: La Trobe Financial Asset Management Limi
Fund Manager: La Trobe Financial Asset Management Limi
Category: Mortgages Aggressive
View Price Quote: for La Trobe Financial 12 Month Term Account

AMP Capital Global Property Securities (12352)

Responsible Entity: AMP Capital Funds Management Ltd
Fund Manager: AMP Capital Investors Limited
Category: Equity Global Real Estate
Style: Medium Blend
Morningstar Rating: 4 star(s)
View Price Quote: for AMP Capital Global Property Securities

Westpac Active Moderate Trust (23812)

Responsible Entity: BT Funds Management (NZ)
Fund Manager: BT Funds Management (NZ)
Category: Multisector - Moderate
Morningstar Rating: 3 star(s)
View Price Quote: for Westpac Active Moderate Trust

Henderson Australian Fixed Interest (5666)

Responsible Entity: Henderson Global Investors (Aus) FM Limi
Fund Manager: Henderson Global Investors (Aus) FM Limi
Category: Bonds - Australia
Morningstar Rating: 5 star(s)
View Price Quote: for Henderson Australian Fixed Interest

Vanguard Index Hedged International Shrs (8923)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Equity World - Currency Hedged
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Vanguard Index Hedged International Shrs

Ausbil Australian Active Equity (6117)

Responsible Entity: Ausbil Investment Management Limited
Fund Manager: Ausbil Investment Management Limited
Category: Equity Australia Large Growth
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Ausbil Australian Active Equity

Westpac Active Growth Trust (22651)

Responsible Entity: BT Funds Management (NZ)
Fund Manager: BT Funds Management (NZ)
Category: Multisector - Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Westpac Active Growth Trust

Magellan Infrastructure (Unhedged) (19879)

Responsible Entity: Magellan Asset Management Limited
Fund Manager: Magellan Asset Management Limited
Category: Infrastructure - Global
Style: Large Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Magellan Infrastructure (Unhedged)

Yarra Australian Equities Fund (Direct) (7612)

Responsible Entity: Yarra Funds Management Limited
Fund Manager: Yarra Funds Management Limited
Category: Equity Australia Large Blend
Style: Large Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Yarra Australian Equities Fund (Direct)

Perpetual Wholesale Ethical SRI (8649)

Responsible Entity: Perpetual Investment Management Ltd
Fund Manager: Perpetual Investment Management Ltd
Category: Equity Australia Large Value
Style: Medium Blend
Morningstar Rating: 5 star(s)
View Price Quote: for Perpetual Wholesale Ethical SRI

Ellerston Australian Market Neutral (19581)

Responsible Entity: Ellerston Capital Limited
Fund Manager: Ellerston Capital Limited
Category: Alternative Strategies
View Price Quote: for Ellerston Australian Market Neutral

DNR Capital Aus Eq High Conviction (40948)

Responsible Entity: The Trust Company (RE Services) Limited
Fund Manager: DNR Capital Pty Ltd.
Category: Equity Australia Large Blend
Style: Large Value
View Price Quote: for DNR Capital Aus Eq High Conviction

PM Capital Global Companies (6828)

Responsible Entity: PM CAPITAL Limited
Fund Manager: PM CAPITAL Limited
Category: Equity World Large Blend
Style: Large Value
Morningstar Rating: 2 star(s)
View Price Quote: for PM Capital Global Companies

AUI Healthcare Property Trust A (17144)

Responsible Entity: Australian Unity Funds Management Ltd
Fund Manager: Australian Unity Funds Management Ltd
Category: Unlisted and Direct Property
View Price Quote: for AUI Healthcare Property Trust A

Plum Superannuation -Pre-mixed Assertive (18810)

Responsible Entity: PFS Nominees Pty Ltd
Fund Manager: Plum Financial Sevices Limited
Category: Multisector Aggressive
Morningstar Rating: 4 star(s)
View Price Quote: for Plum Superannuation -Pre-mixed Assertive

Ausbil Australian Emerging Leaders (10601)

Responsible Entity: Ausbil Investment Management Limited
Fund Manager: Ausbil Investment Management Limited
Category: Equity Australia Mid/Small Growth
Style: Medium Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Ausbil Australian Emerging Leaders

Morningstar International Shares Unhdgd (11743)

Responsible Entity: Morningstar Investment Management Austra
Fund Manager: Morningstar Investment Management Austra
Category: Equity World Large Blend
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Morningstar International Shares Unhdgd

Ironbark Karara Australian Small Comp (14111)

Responsible Entity: Ironbark Asset Mgmt (Fund Services) Ltd
Fund Manager: Karara Capital Limited
Category: Equity Australia Mid/Small Blend
Style: Medium Growth
Morningstar Rating: 4 star(s)
View Price Quote: for Ironbark Karara Australian Small Comp

CFS Wholesale Imputation (3405)

Responsible Entity: Colonial First State Investments Limited
Fund Manager: Colonial First State Investments Limited
Category: Equity Australia Large Blend
Style: Large Growth
Morningstar Rating: 3 star(s)
View Price Quote: for CFS Wholesale Imputation

Schroder Fixed Income Wholesale (10862)

Responsible Entity: Schroder Investment Management Australia
Fund Manager: Schroder Investment Management Australia
Category: Bonds - Australia
Morningstar Rating: 3 star(s)
View Price Quote: for Schroder Fixed Income Wholesale

Dimensional Australian Value Trust (5840)

Responsible Entity: DFA Australia Limited
Fund Manager: DFA Australia Limited
Category: Equity Australia Large Value
Style: Large Value
Morningstar Rating: 3 star(s)
View Price Quote: for Dimensional Australian Value Trust

Lanyon Australian Value (19432)

Responsible Entity: Trustees Australia Ltd
Fund Manager: Lanyon Asset Management Pty Limited
Category: Equity Australia Mid/Small Value
Morningstar Rating: 3 star(s)
View Price Quote: for Lanyon Australian Value

AMP FS Super-AMP Super Easy Growth (17930)

Responsible Entity: AMP Superannuation Limited
Fund Manager: AMP Life Limited
Category: Multisector Aggressive
Morningstar Rating: 3 star(s)
View Price Quote: for AMP FS Super-AMP Super Easy Growth

AMP SigSup-AMP MySuper 1980s (40012)

Responsible Entity: AMP Superannuation Limited
Fund Manager: AMP Capital Investors Limited
Category: Multisector Life Stages – 1980s
Morningstar Rating: 3 star(s)
View Price Quote: for AMP SigSup-AMP MySuper 1980s

Auscap Long Short Australian Equities (19787)

Responsible Entity: Auscap Asset Management Pty Ltd
Fund Manager: Auscap Asset Management Pty Ltd
Category: Alternative Strategies
View Price Quote: for Auscap Long Short Australian Equities

Dimensional Global Core Equity Trust (14573)

Responsible Entity: DFA Australia Limited
Fund Manager: DFA Australia Limited
Category: Equity World Large Value
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Dimensional Global Core Equity Trust

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