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.

Antares High Growth Shares Fund

Antipodes Global Fund - (Class P)

Arrowstreet Global Equity Fund

Arrowstreet Global Small Companies Fund

Ausbil Australian Active Equity Fund - Wholesale Class

Australian Ethical Australian Shares Fund (Wholesale)

Barrow Hanley Global Share Fund

Bentham Global Income Fund

Bentham Syndicated Loan Fund

ClearBridge Global Infrastructure Value Fund Unhedged

Colonial First State - Geared Share Fund

Coolabah Active Composite Bond Fund (Hedge Fund)

Coolabah Floating-Rate High Yield Fund (Managed Fund)- Assisted Investor Class

Dimensional Australian Core Imputation Trust

Dimensional Emerging Markets Value Trust

Dimensional Sustainability World Equity Trust

Eley Griffiths Group Small Companies Fund

Epoch Global Equity Shareholder Yield Class B (Unhedged) Fund

Fairview Equity Partners Emerging Companies Fund

Fidelity Asia Fund

Fidelity Future Leaders Fund

Fidelity Global Emerging Markets Fund

Firetrail Australian High Conviction Fund - Class A

GQG Partners Global Equity Fund - A Class

Hyperion Australian Growth Companies Fund

Hyperion Global Growth Companies Fund (Managed Fund)

IFP Global Franchise Fund

Janus Henderson Diversified Credit Fund

Janus Henderson Tactical Income Fund (Unlisted Class)

Longwave Australian Small Companies Fund - Class A

Macquarie Australian Diversified Income Fund

Macquarie Australian Shares Fund

Macquarie Australian Small Companies Fund

Metrics Direct Income Fund

Milford Dynamic Small Companies Fund

MyNorth Index Balanced

MyNorth Index Defensive

MyNorth Index Growth

MyNorth Index High Growth

MyNorth Index Moderately Defensive

Nomura Global Listed Real Estate Fund - Class A Units

Nomura Global Listed Infrastructure Fund (Unhedged)

North Professional Balanced

North Professional Conservative

North Professional Growth

North Professional High Growth

North Professional Moderately Conservative Fund

PIMCO Diversified Fixed Interest Fund - Wholesale Class

PM CAPITAL Global Companies Fund

Pan-Tribal Global Equity Fund

Pendal Focus Australian Share Fund

Pendal MidCap Fund

Perpetual Balanced Growth Fund

Perpetual Diversified Income Fund

Perpetual ESG Australian Share Fund

Perpetual ESG Credit Income Fund

Perpetual SHARE-PLUS Long-Short Fund - Class A

Plato Australian Shares Income Fund - Class A

Plato Global Alpha Fund

Schroder Absolute Return Income Fund - Wholesale Class

Schroder Fixed Income Fund - Wholesale Class

Schroder Real Return Fund - Wholesale Class

State Street Climate ESG International Equity Fund

T. Rowe Price Global Equity Fund

T. Rowe Price Global High Income Fund - I Class

UBS Cash Fund

UBS Diversified Fixed Income Fund

Vanguard Australian Property Securities Index Fund

Vanguard Australian Shares Index Fund

Vanguard Balanced Index Fund

Vanguard International Property Securities Index Fund

Vanguard International Shares Index Fund

WaveStone Australian Share Fund

Zurich Investments - Australian Property Securities Fund

 

Updated 17/04/2026