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.

AMP Capital Ethical Leaders International Share Fund - Class A Units

AMP Multi - Asset Fund Class A

AUSBIL Australian Emerging Leaders Fund

Airlie Australian Share Fund

Alphinity Sustainable Share Fund

Antares High Growth Shares Fund

Antipodes Global Fund - (Class P)

Ardea Real Outcome Fund

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

Cromwell Direct Property Fund

DDH Cash Fund

DNR Capital Australian Equities High Conviction Fund

Dexus Core Infrastructure Fund - Class A Units

Eiger Australian Small Companies Fund

Eley Griffiths Group Small Companies Fund

Fidelity Asia Fund

Fidelity Australian Equities Fund

Fidelity Future Leaders Fund

Fidelity Global Emerging Markets Fund

First Sentier Imputation Fund

GQG Partners Emerging Markets Equity Fund - A Class

GQG Partners Global Equity Fund - A Class

Greencape Broadcap Fund

Hyperion Australian Growth Companies Fund

Hyperion Global Growth Companies Fund (Managed Fund)

Hyperion Small Growth Companies Fund

ICE Fund

IFP Global Franchise Fund

ipac Income Generator

Janus Henderson Tactical Income Fund

Lazard Global Listed Infrastructure Fund - S Class

Lazard Global Small Cap Equity Advantage Fund - W Class

Longwave Australian Small Companies Fund - Class A

MFS Global Equity Trust

MLC MultiSeries 50

MLC MultiSeries 70

Macquarie Australian Diversified Income Fund

Macquarie Australian Shares Fund

Macquarie Australian Small Companies Fund

Macquarie Dynamic Bond Fund

Macquarie Global Listed Real Estate Fund - Class A Units

Macquarie Income Opportunities Fund

Magellan Global Fund

Magellan Infrastructure Fund

Maple-Brown Abbott Global Listed Infrastructure

Martin Currie Real Income Fund Class A Units

Merlon Australian Share Income Fund

Metrics Direct Income Fund

MyNorth Essentials Index Balanced

MyNorth Essentials Index Growth

MyNorth Index Balanced

MyNorth Index Defensive

MyNorth Index Growth

MyNorth Index High Growth

MyNorth Index Moderately Defensive

North Professional Balanced

North Professional Conservative

North Professional Growth

North Professional High Growth

North Professional Moderately Conservative Fund

PIMCO ESG Global Bond Fund - Wholesale Class

PM CAPITAL Global Companies Fund

Pan-Tribal Global Equity Fund

Pendal Focus Australian Share Fund

Pendal Horizon Sustainable Australian Share Fund

Pendal MidCap Fund

Pengana WHEB Sustainable Impact Fund

Perpetual Australian Share Fund - Class A

Perpetual Balanced Growth Fund

Perpetual Diversified Income Fund

Perpetual Diversified Real Return Fund - Class W

Perpetual SHARE-PLUS Long-Short Fund - Class A

Platinum Asia Fund

Plato Australian Shares Income Fund - Class A

Plato Global Alpha Fund

Schroder Absolute Return Income Fund - Wholesale Class

Schroder Australian Equity Fund - Professional Class

Schroder Fixed Income Fund - Wholesale Class

Schroder Real Return Fund - Wholesale Class

Schroder Specialist Private Equity Fund - Professional Class

Solaris Australian Equity Income Fund

T. Rowe Price Global Equity Fund

T. Rowe Price Global High Income Fund - I Class

Vanguard Australian Fixed Interest Index Fund

Vanguard Balanced Index Fund

Vanguard Ethically Conscious Australian Shares Fund (Wholesale)

Vanguard Ethically Conscious International Shares Index Fund

Vanguard Global Aggregate Bond Index Fund (Hedged)

Vanguard Global Infrastructure Index Fund

Vanguard International Property Securities Index Fund

Vanguard International Shares Index Fund

Walter Scott Global Equity Fund

WaveStone Australian Share Fund

Zurich Investments - Global Thematic Share Fund

 

Updated 28/08/2025