Links for Fund Manager PDSs

Please find below the Product Disclosure Statements (PDS) links for the funds we recommend.

The list of the relevent PDS's for you will be listed in your Statement of Advice in the "What else you need to know" section.

 

Aberdeen Advantage Emerging Opportunities Fund

Aberdeen Standard Active Index Income Fund

Aberdeen Standard Asian Opportunities Fund

Aberdeen Standard Australian Fixed Income Fund

Aberdeen Standard Emerging Opportunities Fund

Aberdeen Standard Ex 20 Australian Equities Fund

Aberdeen Standard Fully Hedged International Equities Fund

Aberdeen Standard Multi Asset Income Fund

Aberdeen Standard Multi Asset Real Return Fund

Adelaide Bank Term deposit

Allan Gray Australia Equity Fund

Alphinity Sustainable Share Fund

AMP Bank Term deposit

AMP Capital Advantage Core Infrastructure Fund

AMP Capital Advantage Global Property Securities Fund

AMP Capital Cash Management Trust W

AMP Capital Core Infrastructure Fund

AMP Capital Core Property Fund

AMP Capital Dynamic Markets Fund

AMP Capital Ethical Leaders Balanced Fund

AMP Capital Global Infrastructure Securities Fund Hedged

AMP Capital Global Infrastructure Securities Fund Unhedged

AMP Capital Global Property Securities Fund

AMP Capital Income Generator

AMP Capital Multi Asset Fund

AMP Capital Responsible Investment Leaders Global Share Fund

AMP Capital Wholesale Australian Property Fund

Antares High Growth Shares Fund

Antipodes Global Fund

ANZ Bank Term deposit

Ardea Real Outcome Fund

Arrowstreet Advantage Global Equity Fund

Arrowstreet Global Equity Fund

Arrowstreet Global Equity Fund Hedged

Australian Ethical Australian Shares Fund

Australian Unity Healthcare Property Trust Class A Units

Bennelong Advantage ex-20 Australian Equities Fund

Bennelong Concentrated Australian Equities Fund

Bennelong ex 20 Australian Equities Fund

Bentham Advantage Global Income Fund

Bentham Global Income Fund W

Bentham Syndicated Loan Fund W

Charter Hall Direct Industrial Fund No.4

Colonial Wholesale Australian Small Companies Fund

Colonial First State Acadian Aust Equity Long Short W

Colonial First State FirstChoice Multi-Index Balanced Fund

Colonial First State Geared Share Fund W

Colonial First State Global Resources Fund W

Colonial First State Wholesale Conservative Fund

Colonial First State Wholesale Income Fund

Cromwell Australian Property Fund

Cromwell Direct Property Fund

Eley Griffiths Group Emerging Companies Fund

Eley Griffiths Small Companies Fund

Fidelity Advantage Australian Equities Fund

Fidelity Asia Fund

Fidelity Australian Equities Fund

Fidelity Future Leaders Fund

First Sentier Wholesale Diversified Fund

First Sentier Wholesale Global Credit Income Fund

Greencape Broadcap Fund W

Hyperion Australian Growth Companies Fund

Hyperion Global Growth Company Class B fund

Hyperion Small Growth Companies Fund

IFP Global Franchise Fund

IFP Global Franchise Fund Hedged

Investors Mutual Australian Share FundSupplementary PDS

Investors Mutual Equity Income FundSupplementary PDS

Investors Mutual Future Leaders Fund WSupplementary PDS

Janus Henderson Advantage Tactical Income Fund

Janus Henderson Tactical Income Fund

Lazard Emerging Markets Fund

Lazard Global Infrastructure Fund

Lazard Global Small Cap Fund W Class

Legg Mason Martin Currie Advantage Equity Income Trust

Legg Mason Martin Currie Advantage Real Income Fund

Legg Mason Martin Currie Equity Income Trust

Legg Mason Western Asset Aust Bond Trust - Class A Units

Macquarie Australian Diversified Income Fund

Magellan Advantage Global Fund

Magellan Global Fund

Magellan Global Fund Hedged

Magellan High Conviction Fund

Magellan High Conviction Fund - Class B

Magellan Infrastructure Fund

Magellan Infrastructure Fund Unhedged

Maple Brown Abbott Global Listed Infrastructure Fund

Maple-Brown Abbott Global Listed Infrastructure Fund (Hedged)

MFS Fully Hedged Global Equity Trust

MFS Global Equity Trust

MLC Wholesale Horizon 3 Conservative Growth Portfolio

MLC Wholesale Horizon 4 – Balanced Portfolio

MLC Wholesale Horizon 5 Growth Portfolio

MyNorth Guardian Max 100

MyNorth Guardian Max 60

MyNorth Guardian Max 85

MyNorth Index Balanced

MyNorth Index Defensive

MyNorth Index Growth

MyNorth Index High Growth

MyNorth Index Moderately Defensive

MyNorth Multi Dynamic Balanced Fund

MyNorth Retirement Fund

Netwealth Active 50/50 Balanced Fund

Netwealth Active 70/30 Growth Fund

Netwealth Active 90/10 High Growth Fund

North Active Balanced

North Active Defensive

North Active Growth

North Active High Growth

North Active Moderately Defensive

North Index Balanced

North Index Defensive

North Index Growth

North Index High Growth

North Index Moderately Defensive

North Professional Alternative Balanced

North Professional Balanced

North Professional Conservative

North Professional Growth

North Professional High Growth

North Professional Moderately Conservative

NovaPort Microcap Fund W

NovaPort Smaller Companies Fund W

OnePath Conservative Fund

OnePath Protected AUS 50 Trust W

Optimix Wholesale Balanced Trust

Pan Tribal Global Equity FundSupplementary PDS

Pendal Australian Equity Fund

Pendal Ethical Share Fund

Pendal Focus Australian Share Fund

Pengana Aust Equity Fund

Pengana Global Small Companies Fund

Perennial Value Advantage Wealth Defender Fund

Perennial Value Wealth Defender Australian Shares Trust

Perpetual Diversified Income Fund (W)

Perpetual Wholesale Balanced Growth Fund

Perpetual Wholesale Concentrated Equity Fund

Perpetual Wholesale Diversified Real Return Fund

Perpetual Wholesale Ethical SRI Fund

Perpetual Wholesale Geared Australian Share Fund

Perpetual Wholesale Industrial Fund

PIMCO Advantage Diversified Fixed Interest Fund

PIMCO Wholesale Diversified Fixed Interest Fund

PineBridge Global Dynamic Asset Allocation Fund

Platinum Asia FundSupplementary PDS

Platinum European FundSupplementary PDS

Platinum International FundSupplementary PDS

Plato Australian Shares Income Fund

Premium China Fund

RARE Advantage Infrastructure Value Fund - Hedged

RARE Infrastructure Value Fund Hedged

RARE Infrastructure Value Fund Unhedged

Schroder Advantage Australian Equity Fund

Schroder Advantage Fixed Income Fund

Schroder Australian Equity Fund WSupplementary PDS

Schroder Fixed Income Fund WSupplementary PDS

Schroder Real Return CPI Plus 3.5% FundSupplementary PDS

Schroder Real Return CPI Plus 5% FundSupplementary PDS

Schroder Strategic Growth FundSupplementary PDS

T Rowe Price Global Equity Fund

UBS Australian Bond Fund

UBS Australian Share Fund

UBS Diversified Fixed Income Fund

Vanguard Australian Fixed Interest Index Fund

Vanguard Australian Property Securities Index Fund W

Vanguard Australian Shares High Yield Fund

Vanguard Australian Shares Index Fund W

Vanguard Balanced Index Fund

Vanguard Conservative Index Fund

Vanguard Emerging Markets Shares Index Fund

Vanguard Growth Index Fund

Vanguard High Growth Index Fund

Vanguard International Shares Index Fund

Vanguard International Shares Index Fund Hedged

Vanguard Short Term Fixed Interest Fund

Walter Scott Advantage Global Equity Fund

Walter Scott Emerging Markets Fund

Walter Scott Global Equity Fund

Walter Scott Global Equity Fund Hedged

WaveStone Australian Share Fund

Westpac Bank Term deposit

Winton Global Alpha Fund

Zurich Investments Global Thematic Share Fund

Zurich Investments Hedged Global Thematic Share Fund

 

Updated 18/6/2021