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Funds from: Smallco Investment to Pan-Tribal Global Equity Fund

Smallco Investment (10148)

Responsible Entity: Smallco Investment Manager
Fund Manager: Smallco Investment Manager
Category: Equity Australia Mid/Small Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Smallco Investment

Dimensional World Allocation 70/30 Trust (19213)

Responsible Entity: DFA Australia Limited
Fund Manager: DFA Australia Limited
Category: Multisector Growth
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Dimensional World Allocation 70/30 Trust

Eley Griffiths Group Small Companies (10463)

Responsible Entity: Trust Co Ltd
Fund Manager: Eley Griffiths Group Pty Ltd
Category: Equity Australia Mid/Small Growth
Style: Small Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Eley Griffiths Group Small Companies

Paradice Global Small Mid Cap (19695)

Responsible Entity: Equity Trustees Ltd
Fund Manager: Paradice Investment Management Pty Ltd
Category: Equity World Mid/Small
Style: Small Blend
Morningstar Rating: 3 star(s)
View Price Quote: for Paradice Global Small Mid Cap

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

NovaPort Smaller Companies (9108)

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

Investors Mutual WS Australian Share (5339)

Responsible Entity: Investors Mutual Limited
Fund Manager: Investors Mutual Limited
Category: Equity Australia Large Blend
Style: Large Blend
Morningstar Rating: 5 star(s)
View Price Quote: for Investors Mutual WS Australian Share

Perpetual Wholesale Balanced Growth (4756)

Responsible Entity: Perpetual Investment Management Ltd
Fund Manager: Perpetual Investment Management Ltd
Category: Multisector Growth
Style: Large Value
Morningstar Rating: 4 star(s)
View Price Quote: for Perpetual Wholesale Balanced Growth

Macquarie High Conviction (14326)

Responsible Entity: Macquarie Investment Management Aus Ltd.
Fund Manager: Macquarie Investment Management Aus Ltd.
Category: Equity Australia Large Growth
Style: Large Value
Morningstar Rating: 5 star(s)
View Price Quote: for Macquarie High Conviction

Vanguard Emerging Markets Shares Index (4743)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Equity Emerging Markets
Style: Large Blend
Morningstar Rating: 3 star(s)
View Price Quote: for Vanguard Emerging Markets Shares Index

Australian Equities Extension Fund (40542)

Responsible Entity: Specialised Private Capital Limited
Fund Manager: Centric Capital Management, LLC
Category: Alternative Strategies
View Price Quote: for Australian Equities Extension Fund

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

Mercer High Growth (12236)

Responsible Entity: Mercer Investments (Australia) Limited
Fund Manager: Mercer (Australia) Pty Ltd
Category: Multisector Aggressive
Morningstar Rating: 3 star(s)
View Price Quote: for Mercer High Growth

BT Wholesale Property Investment (2727)

Responsible Entity: BT Investment Management Ltd
Fund Manager: BT Investment Management Ltd
Category: Equity Australia Real Estate
Style: Large Growth
Morningstar Rating: 4 star(s)
View Price Quote: for BT Wholesale Property Investment

PM Capital Enhanced Yield (8049)

Responsible Entity: PM CAPITAL Limited
Fund Manager: PM CAPITAL Limited
Category: Diversified Credit
Style: Small Value
Morningstar Rating: 3 star(s)
View Price Quote: for PM Capital Enhanced Yield

IOOF MultiMix Growth Trust (16289)

Responsible Entity: IOOF Investment Management Limited
Fund Manager: IOOF Investment Management Limited
Category: Multisector Aggressive
Morningstar Rating: 3 star(s)
View Price Quote: for IOOF MultiMix Growth Trust

Spire Copper Rock Glbl Smaller Companies (40761)

Responsible Entity: Equity Trustees Ltd
Fund Manager: Copper Rock Capital Partners, LLC
Category: Equity World Mid/Small
View Price Quote: for Spire Copper Rock Glbl Smaller Companies

Vanguard Australian Govt Bond Index (16868)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Bonds - Australia
Morningstar Rating: 3 star(s)
View Price Quote: for Vanguard Australian Govt Bond Index

North Index Moderately Defensive (5743)

Responsible Entity: IPAC Asset Management Limited
Fund Manager: AMP Capital Investors Limited
Category: Multisector Balanced
Morningstar Rating: 4 star(s)
View Price Quote: for North Index Moderately Defensive

Morningstar Balanced Real Return (10606)

Responsible Entity: Morningstar Investment Management Austra
Fund Manager: Morningstar Investment Management Austra
Category: Multisector Balanced
Style: Large Value
Morningstar Rating: 3 star(s)
View Price Quote: for Morningstar Balanced Real Return

BT Smaller Companies Retail (773)

Responsible Entity: BT Funds Management No.2 Limited
Fund Manager: BT Investment Management Ltd
Category: Equity Australia Mid/Small Blend
Style: Small Growth
Morningstar Rating: 3 star(s)
View Price Quote: for BT Smaller Companies Retail

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: 4 star(s)
View Price Quote: for Henderson Australian Fixed Interest

CFS Wholesale Diversified (3484)

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

Vanguard International Property Secs Idx (13426)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Equity Global Real Estate
Style: Medium Blend
Morningstar Rating: 5 star(s)
View Price Quote: for Vanguard International Property Secs Idx

Fidelity Global Equities (4897)

Responsible Entity: FIL Responsible Entity (Australia) Ltd
Fund Manager: FIL Limited
Category: Equity World Large Growth
Style: Large Growth
Morningstar Rating: 4 star(s)
View Price Quote: for Fidelity Global Equities

Mercer Growth - MSIT (19607)

Responsible Entity: Mercer Investments (Australia) Limited
Fund Manager: Mercer Investments (Australia) Limited
Category: Multisector Growth
Morningstar Rating: 3 star(s)
View Price Quote: for Mercer Growth - MSIT

State Street Global Index Plus Trust (19496)

Responsible Entity: State Street Global Advisors (Aus) Ltd
Fund Manager: State Street Global Advisors (Aus) Ltd
Category: Equity World Large Blend
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for State Street Global Index Plus Trust

Sunsuper Balanced (17721)

Responsible Entity: Sunsuper Pty Ltd
Fund Manager: Sunsuper Pty Ltd
Category: Multisector Aggressive
Morningstar Rating: 4 star(s)
View Price Quote: for Sunsuper Balanced

BT Balanced Equity Income (19678)

Responsible Entity: BT Investment Management Ltd
Fund Manager: BT Investment Management Ltd
Category: Equity Australia Derivative Income
Morningstar Rating: 1 star(s)
View Price Quote: for BT Balanced Equity Income

Pan-Tribal Global Equity Fund (40679)

Responsible Entity: Equity Trustees Limited (BNP)
Fund Manager: Pan-Tribal Asset Management Pty Ltd
Category: Equity World Large Value
Style: Large Growth
View Price Quote: for Pan-Tribal Global Equity Fund

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