Summary
This article contains a summary of investment list changes, fund manager notices and investment option updates were published throughout September and some recent announcements from October. These include investment option additions, removals, trading status changes and fund manager announcements that may impact individual client portfolios.
Metrics Funds update
Following announcements from the respective responsible entities, existing investors could continue to hold their investments; however, purchases and sales were restricted. Read more.
Other investment list updates
- Lazard Global Equity Franchise Fund Removed from Investment List (LAZ0025AU). More information.
- Franklin Global Growth Fund (A Class) (FRT0009AU). More information.
- Franklin Global Growth Fund (M Class) (FRT0010AU). More information.
- Invesco Global Real Estate Fund Class A (GTU5547AU). More information.
- Dexus Global REIT Fund (APN4390AU). More information.
- Allan Gray Australia Funds (ETL0060AU / ETL0273AU / ETL0349AU / ETL4654). More information.
- Platypus Australian Equities Fund (AUS0030AU / AUS0354AU). More information.
- Spire Multifamily Growth and Income Fund (ETL4846AU). More information.
- First Sentier Concentrated Australian Share Fund (PIM0760AU). More information.
- Perennial Better Future Trust (WPC5600AU). More information.
- Mercer Australian Inflation Plus Fund (MIN0031AU). More information.
- Bennelong Twenty20 Australian Equities Fund (BFL0017AU).
- Bennelong has announced the closure and wind-up of the Bennelong Twenty20 Australian Equities Fund after determining the strategy was no longer commercially viable due to low investor numbers and limited demand. The fund has been closed to new applications and withdrawals, and investors will participate in an orderly wind-up process under which the fund's assets will be realised, liabilities settled and net proceeds returned to unitholders.
- The PineBridge Global Dynamic Asset Allocation Fund (PER0731AU) and The PineBridge (AU) Global Focus Equity Fund (PER7047AU)
- The PineBridge Global Dynamic Asset Allocation Fund has been renamed to the MetLife Global Dynamic Asset Allocation Fund, effective 30 September 2026.
- The PineBridge (AU) Global Focus Equity Fund has been renamed to the MetLife (AU) Global Focus Equity Fund, effective 30 September 2026.
Read the complete list of investment updates
This summary is intended as a high-level round-up only. For complete details of these and other recent investment list updates, including all underlying fund manager announcements, trading notices (refer to ASX announcements at asx.com.au) and implementation dates, please refer to the Investment News page.
Advisers should refer to the Investment News page, underlying fund manager communications and relevant disclosures before making any investment decisions.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
The insurance provider is AIA Australia Limited ABN 79 004 837 861, AFSL 230043 (AIA Australia, the ‘Insurer’). AIA Australia is part of the AIA Group. The respective insurance covers are provided under policies issued to the trustee.
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.