CFS Edge Investment News

Stay up-to-date with the latest information about our investment options on CFS Edge. You can access our updated disclosure documentation, including the CFS Edge Investment list online at cfs/cfsedge.com.au.

Fund additions

Summary of the list of managed funds added onto the CFS Edge Investment list.

Date
Fund manager additions
APIR
Date

16 September

APIR

GTU5547AU

Date
Fund manager additions
APIR
Date

31 August

Fund manager additions

Ausbil Long Short Focus Fund AUD 

APIR

AAP8211AU

Date

24 August

Fund manager additions

Charter Hall Direct Long WALE Fund AUD 

APIR

MAQ5703AU

Date

13 August

Fund manager additions

iShares ESG Australian Bond Index Fund Class S 

APIR

BLK3501AU

Date

13 August

Fund manager additions

iShares ESG Screened Global Bond Index Fund Class S 

APIR

BLK4014AU

Date

10 August

Fund manager additions

RQI Global Diversified Alpha Fund AUD 

APIR

FSF1675AU

Date

7 August

Fund manager additions

RQI Global Diversified Alpha Fund

APIR

FSF1675AU

Date
Fund manager additions
APIR
Date

27 July

Fund manager additions

iShares ESG Australian Bond Index Fund S AUD 

APIR

BLK3501AU

Date

27 July

Fund manager additions

iShares ESG Screened Global Bond Index Fund Class S AUD 

APIR

BLK4014AU

Date

20 July

Fund manager additions

CFS Enhanced Index Growth-Class A AUD 

APIR

FSF4282AU

Date
Fund manager additions
APIR
Date

1 June

Fund manager additions

Paradice Australian Small Cap Opportunities Fund Class A AUD 

APIR

ETL4624AU

Date
Fund manager additions
APIR
Date

26 May

Fund manager additions

Paradice Australian Small Cap Opportunities Fund Class A

APIR

ETL4624AU

Date

11 May

Fund manager additions

Ares Core Infrastructure Fund (AUT) Class D AUD 

APIR

ETL1190AU

Date

11 May

Fund manager additions

ClariVest Global Small Companies Fund Retail Class AUD 

APIR

WRA6014AU

Date

7 May

Fund manager additions

Ares Core Infrastructure Fund (AUT) Class D

APIR

ETL1190AU

Date

6 May

APIR

GTU5547AU

Date

4 May

Fund manager additions

ClariVest Global Small Companies Fund

APIR

WRA6014AU

Date
Fund manager additions
APIR
Date

27 April

Fund manager additions

Mutual High Yield Fund AUD

APIR

PRM8798AU

Date

13 April

Fund manager additions

Firetrail Australian Small Companies Fund Class M 

APIR

WHT2716AU

Date

6 April

Fund manager additions

Realm Strategic Income Fund Enduring Units AUD

APIR

OMF5868AU

Date

2 April

APIR

OMF5868AU

Date

2 April

Fund manager additions

Dominion Income Trust 1

APIR

DN1

Date
Fund manager additions
APIR
Date

30 March

Fund manager additions

MFS-Global Contrarian Equity Trust AUD 

APIR

ETL8831AU

Date

17 March

Fund manager additions

Realm Global High Income Fund AUD

APIR

OMF4269AU

Date

17 March

Fund manager additions

Realm High Income - Wholesale

APIR

OMF0009AU

Date

17 March

Fund manager additions

Realm Short Term Income Fund

APIR

OMF3725AU

Date

16 March

Fund manager additions

Realm High Income – Wholesale 

APIR

OMF0009AU

Date

16 March

Fund manager additions

Realm Short Term Income Fund 

APIR

OMF3725AU

Date

10 March 

Fund manager additions

Auscap Ex-20 Australian Equities Fund AUD

APIR

ASX6179AU

Date

2 March

Fund manager additions

PineBridge (AU) Global Focus Equity Fund 

APIR

PER7047AU

Date

2 March

Fund manager additions

iShares Wholesale Australian Bond Index Fund Class S Units 

APIR

BLK1402AU

Date

2 March

Fund manager additions

Auscap High Conviction Australian Equities Fund - Daily Platform Class AUD 

APIR

ASX6124AU

Date
Fund manager additions
APIR
Date

26 January

Fund manager additions

Charter Hall Office Trust No. 3 

APIR

MAQ3710AU

Date

26 January

Fund manager additions

Barwon Healthcare Property Fund* 

APIR

BAR5403AU

Date

19 January

Fund manager additions

Schroders Global Equity Alpha Fund 

APIR

SCH8242AU

Date

15 January

Fund manager additions

Yarra Australian Share Fund AUD

APIR

TYN0028AU 

Date
Fund manager additions
APIR
Date

15 December

Fund manager additions

Centuria Diversified Property Fund (Stapled) AUD 

APIR

CNT9370AU

Date

15 December

Fund manager additions

Oceana Australian Fixed Income Trust - Class A

APIR

BYL4413AU

Date

15 December

Fund manager additions

Oceana Australian Fixed Income Trust - Class B

APIR

BYL4529AU

Date

1 December

Fund manager additions

Dexus Wholesale Australian Property Fund Class D 

APIR

AMP5464AU

Date
Fund manager additions
APIR
Date

24 November

Fund manager additions

Coolabah Global Floating-Rate High Yield Fund - Institutional Class AUD 

APIR

ETL2021AU

Date

17 November

Fund manager additions

AQR Wholesale Managed Futures Fund - Class 1P 

APIR

PER0634AU

Date

3 November

Fund manager additions

Vinva Australian Alpha Extension Fund 

APIR

MGE6468AU

Date

3 November

Fund manager additions

Blackwattle Long-Short 130/30 Quality Fund 

APIR

ETL3029AU

Date
Fund manager additions
APIR
Date

20 October

Fund manager additions

Invesco Wholesale Australian Smaller Companies Fund - Class A AUD 

APIR

CNA0812AU

Date

20 October

Fund manager additions

Coller Private Credit Secondaries Fund Distribution AUD 

APIR

ETL1470AU

Date

20 October

Fund manager additions

Barrow Hanley Global Share Fund - Class A (Hedged) AUD 

APIR

PER3874AU

Date

13 October

Fund manager additions

Plato Global Shares Income Class A AUD 

APIR

WHT0061AU

Date

6 October

Fund manager additions

La Trobe US Private Credit Fund Class B Units AUD 

APIR

LTC1706AU

Date

6 October

Fund manager additions

Schroder Australian High Yielding Credit Fund - Wholesale Class AUD 

APIR

SCH0778AU

Date
Fund manager additions
APIR
Date

22 September

Fund manager additions

CFS - Wellington Global Small Companies Fund Class A AUD 

APIR

FSF5068AU

Date

8 September

Fund manager additions

Solaris Australian Equity Income Fund AUD 

APIR

WHT2589AU

Date

8 September

Fund manager additions

Princeton Property Income Fund* 

APIR

PIM1505AU

Date

1 September

Fund manager additions

MA Secured Real Estate Income Fund AUD 

APIR

MAA6243AU

Date
Fund manager additions
APIR
Date

18 August

Fund manager additions

Orbis Emerging Markets Equity Fund Retail Class AUD 

APIR

ETL9166AU

Date

18 August

Fund manager additions

Franklin K2 Athena Fund A AUD 

APIR

SSB0495AU

Date

11 August

Fund manager additions

CFS Enhanced Index Cons-Class A AUD 

APIR

FSF1414AU

Date

11 August

Fund manager additions

CFS Enhanced Index Diversified-Class A AUD 

APIR

FSF1415AU

Date

11 August

Fund manager additions

CFS Enhanced Index Balanced-Class A AUD 

APIR

FSF1416AU

Date

11 August

Fund manager additions

CFS Enhanced Index High Growth-Class A AUD 

APIR

FSF1616AU

Date

11 August

Fund manager additions

CFS Enhanced Index Moderate-Class A AUD 

APIR

FSF1760AU

Date

11 August

Fund manager additions

CFS Geared Index Australian Share A AUD 

APIR

FSF4035AU

Date

11 August

Fund manager additions

CFS Geared Index Global Share A AUD 

APIR

FSF6593AU

Date

11 August

Fund manager additions

Pendal Short Term Income Securities Fund AUD 

APIR

WFS0377AU

Date

4 August

Fund manager additions

Elston Australian Emerging Leaders Fund Class A AUD 

APIR

ETL7964AU

Date

4 August

Fund manager additions

FSSA Global Emerging Markets Focus Fund AUD 

APIR

FSF8443AU

Date

4 August

Fund manager additions

Aura Core Income Fund AUD 

APIR

OMF9469AU

Date

4 August

Fund manager additions

Antares Professional Dividend Builder AUD 

APIR

PPL0002AU

Date
Fund manager additions
APIR
Date

14 July

Fund manager additions

Apollo Asset Backed Credit Trust (AUD) Class A AUD 

APIR

CHN5250AU

Date

14 July

Fund manager additions

KKR Global Private Credit (KIT) Fund (AUD) Class A Units AUD 

APIR

CHN6906AU

Date

14 July

Fund manager additions

Dimensional World Allocation 70/30 Trust AUD 

APIR

DFA0029AU

Date

14 July

Fund manager additions

Dimensional World Allocation 50/50 Trust AUD 

APIR

DFA0033AU

Date

14 July

Fund manager additions

Dimensional World Equity Trust AUD 

APIR

DFA0035AU

Date

14 July

Fund manager additions

Dimensional World Allocation 30/70 AUD 

APIR

DFA8313AU

Date

14 July

Fund manager additions

SGH LaSalle Concentrated Global Property Fund AUD 

APIR

ETL0394AU

Date

14 July

Fund manager additions

Antipodes Emerging Market Debt Fund AUD 

APIR

MAQ0782AU

Date

14 July

Fund manager additions

Vanguard Active Global Credit Bond Fund AUD 

APIR

VAN3932AU

Date

7 July

Fund manager additions

Paradice Australian Mid Cap Fund (A Class) AUD 

APIR

ETL9086AU

Date
Fund manager additions
APIR
Date

30 June

Fund manager additions

Paradice Equity Alpha Plus Fund AUD 

APIR

ETL8096AU

Date

23 June

Fund manager additions

Blue Owl Credit Income Fund AUT - Class A AUD 

APIR

CHN8005AU

Date

16 June

Fund manager additions

Ares Global Credit Income Fund Class A AUD 

APIR

HOW4476AU

Date

2 June

Fund manager additions

Hamilton Lane Senior Credit Opportunities Fund (AUD) Hedged - Distributing AUD 

APIR

PIM2262AU

Date
Fund manager additions
APIR
Date

26 May

Fund manager additions

Challenger IM Credit Income Fund Class A AUD 

APIR

HOW8013AU

Date

26 May

Fund manager additions

Pella Global Generations Fund Class B AUD 

APIR

PIM5678AU

Date

26 May

Fund manager additions

Pella Global Generations Fund Class C AUD 

APIR

PIM9694AU

Date

26 May

Fund manager additions

Langdon Global Smaller Companies Fund Class A AUD 

APIR

WHT7072AU

Date

19 May

Fund manager additions

Bennelong Emerging Companies Fund AUD 

APIR

BFL3779AU

Date

12 May

Fund manager additions

OnePath Wholesale-Diversified Fixed Interest AUD 

APIR

ANZ0212AU

Date

5 May

Fund manager additions

SGH Property Income Fund AUD 

APIR

ETL0119AU

Date
Fund manager additions
APIR
Date

7 April

Fund manager additions

Pzena Emerging Markets Value Fund Wholesale AUD 

APIR

ETL0483AU

Date

7 April

Fund manager additions

Coller Private Equity Secondaries Fund Class A - Accumulating AUD 

APIR

ETL3440AU

Date

7 April

Fund manager additions

Coller Private Equity Secondaries Fund Class D - Distributing AUD 

APIR

ETL7857AU

Date

7 April

Fund manager additions

ClearBridge RARE Infrastructure Value AUD 

APIR

FSF0905AU

Date

7 April

Fund manager additions

Barings Liquidity Investment Strategy AUD 

APIR

OMF6430AU

Date

7 April

Fund manager additions

Ophir Global Opportunities Fund Class A AUD 

APIR

OPH2093AU

Date
Fund manager additions
APIR
Date

24 March

Fund manager additions

La Trobe US Private Credit Fund Class B Units AUD 

APIR

LTC1706AU

Date

24 March

Fund manager additions

Life Cycle Global Share Fund Class A AUD 

APIR

WHT0246AU

Date

24 March

Fund manager additions

Life Cycle Concentrated Global Share Fund Class A AUD 

APIR

WHT8756AU

Date

24 March

Fund manager additions

Life Cycle Global Share Fund Class H (Hedged) AUD 

APIR

WHT9951AU

Date

17 March

Fund manager additions

Coolabah Active Composite Bond Fund AUD 

APIR

ETL2716AU

Date

17 March

Fund manager additions

Apis Global Long/Short Fund Wholesale AUD 

APIR

HFL0108AU

Date

10 March

Fund manager additions

S64 Hg Fusion Private Capital Access Fund AUD AUD 

APIR

KAM4856AU

Date

3 March

Fund manager additions

T. Rowe Price Global High Income I Class AUD 

APIR

ETL0793AU

Date
Fund manager additions
APIR
Date

24 February

Fund manager additions

CFS FC-FirstRate Cash AUD 

APIR

FSF9378AU

Date

17 February

Fund manager additions

Partners Group Next Generation Infrastructure Fund INR 

APIR

ETL8803AU

Date

10 February

Fund manager additions

Arrowstreet Global Small Companies Fund AUD 

APIR

MAQ2153AU

Date

3 February

Fund manager additions

Goldman Sachs Asset Management International West Street European Private Credit Fund (AUD) 

APIR

CHN2106AU

Date

3 February

Fund manager additions

Ellerston Australian Emerging Leaders Fund AUD 

APIR

ECL6748AU

Date
Fund manager additions
APIR
Date

27 January

Fund manager additions

Oaktree Strategic Credit Fund (AUD) Class A AUD 

APIR

CHN2669AU

Date

27 January

Fund manager additions

EQT Multi-Access Series - EQT Nexus (AUD)* 

APIR

CHN7430AU

Date

27 January

Fund manager additions

AIPX CARS Class (AUD) Hedged* 

APIR

ETL1258AU

Date

13 January

Fund manager additions

Antipodes Asia Fund AUD 

APIR

MAQ0635AU

Date

13 January

Fund manager additions

Antipodes Asia Income Fund AUD 

APIR

MAQ0782AU

Date

6 January

Fund manager additions

StepStone Private Venture and Growth (Australia) Fund Class A (AUD) Units AUD* 

APIR

PIM1432AU 

Date

6 January

Fund manager additions

StepStone Private Infrastructure (Australia) Fund D Distributing AUD* 

APIR

PIM4082AU

Date
Fund manager additions
APIR
Date

16 December

Fund manager additions

AB Dynamic Global Fixed Income Fund AUD

APIR

ACM0001AU

Date

9 December

Fund manager additions

Realm Global High Income Fund AUD

APIR

OMF4269AU

Date

9 December

Fund manager additions

Trilogy Monthly Income Trust - Platform Class AUD

APIR

TGY9172AU

Date

2 December

Fund manager additions

Pantheon Private Markets Fund Australia - Pantheon Global Evergreen Mid-Market Secondaries AUD    

APIR

EVO5616AU

Date
Fund manager additions
APIR
Date

25 November

Fund manager additions

Rajomon Growth Fund AUD

APIR

VIL3421AU

Date

25 November

Fund manager additions

SGH Australian Small Companies Fund AUD

APIR

CSA0131AU

Date

18 November

Fund manager additions

CFS FC Inv - Generation Global Share - Hedged AUD

APIR

FSF8383AU

Date

4 November

Fund manager additions

Barrow Hanley Emerging Markets Fund AUD

APIR

PER6134AU

Date

4 November

Fund manager additions

Brandywine Global Opportunistic Equity Fund Class A AUD

APIR

SSB1961AU

Date
Fund manager additions
APIR
Date

28 October

Fund manager additions

Australian Ethical Balanced Fund Wholesale AUD

APIR

AUG0017AU

Date

21 October

Fund manager additions

CFS Real Return - Class A AUD

APIR

FSF5867AU

Date

21 October

Fund manager additions

C&S Global List Infrastructure - Class A AUD

APIR

FSF7301AU

Date

21 October

Fund manager additions

Resolution Capital Global Property Securities Fund (Unhedged) – SERIES II AUD

APIR

IOF0184AU

Date

21 October

Fund manager additions

ECP Growth Companies Fund AUD

APIR

OPS2991AU

Date
Fund manager additions
APIR
Date

30 September

Fund manager additions

JPMorgan Global Select Equity Fund - Class A (Hedged) Units AUD

APIR

PER7512AU 

Date

30 September

Fund manager additions

JPMorgan Global Select Equity Fund - Class A Units AUD

APIR

PER9997AU 

Date

23 September 

Fund manager additions

MLC MultiSeries 70 AUD

APIR

IOF0090AU

Date

23 September

Fund manager additions

MLC MultiSeries 30 AUD

APIR

IOF0253AU

Date

23 September 

Fund manager additions

MLC MultiSeries 50 AUD 

APIR

IOF0254AU 

Date

23 September 

Fund manager additions

MLC MultiSeries 90 AUD 

APIR

IOF0255AU 

Date

16 September 

Fund manager additions

Neuberger Berman Global Private Equity Access Fund Unhedged AUD 

APIR

ETL7896AU 

Date

9 September 

Fund manager additions

Challenger Guaranteed Income Fund - 4.80 cents p.a. 31 May 2026 (MV$1) AUD

APIR

CSI3766AU

Date

9 September 

Fund manager additions

Clime Australian Income Fund Retail Units AUD 

APIR

SLT1239AU 

Date
Fund manager additions
APIR
Date

26 August

Fund manager additions

T. Rowe Price Concentrated Global Equity Fund - I Class AUD   

APIR

ETL8650AU

Date

19 August 

Fund manager additions

Maple-Brown Abbott Australian Small Companies Fund AUD

APIR

MPL1241AU

Date

12 August 

Fund manager additions

Munro Global Growth Small & Mid Cap Fund - Class A AUD

APIR

GSF0874AU

Date

12 August

Fund manager additions

First Sentier Geared Australian Share Fund AUD

APIR

PIM7590AU

Date

12 August

Fund manager additions

Franklin K2 Athena Fund A AUD

APIR

SSB0495AU

Date

5 August

Fund manager additions

AUI Healthcare Property Trust A AUD

APIR

AUS0037AU

Date

5 August

Fund manager additions

Australian Unity Healthcare Property Trust-WholesaleUnits AUD

APIR

AUS0112AU

Date

5 August

Fund manager additions

T. Rowe Price Concentrated Global Equity Fund - I Class AUD

APIR

ETL8650AU

Date
Fund manager additions
APIR
Date

29 July

Fund manager additions

GCQ Flagship Fund Class P AUD 

APIR

SPC5039AU

Date

22 July

Fund manager additions

Fortlake Real-Higher Income Fund AUD

APIR

TAL0284AU

Date

22 July 

Fund manager additions

Fortlake Real-Income Fund AUD

APIR

TAL0590AU

Date

22 July

Fund manager additions

Spheria Australian Microcap Fund AUD

APIR

WHT0066AU

Date

22 July

Fund manager additions

KKR Private Equity (K-PRIME) Fund (AUD) B AUD

APIR

CHN0407AU

Date

15 July

Fund manager additions

Hybrid Income Fund* 

APIR

EVO3184AU

Date
Fund manager additions
APIR
Date

17 June

Fund manager additions

Neuberger Berman Global High Yield Fund AUD

APIR

ETL9987AU

Date

17 June

Fund manager additions

Mercer Australian Shares Fund AUD

APIR

MIN0006AU

Date

17 June

Fund manager additions

Mercer Cash Fund - Cash Units AUD

APIR

MIN0008AU

Date

17 June

Fund manager additions

Mercer Conservative Growth Fund Active Units AUD

APIR

MIN0009AU

Date

17 June

Fund manager additions

Mercer High Growth Fund AUD

APIR

MIN0012AU

Date

17 June

Fund manager additions

Mercer Growth Fund Active Units AUD

APIR

MIN0013AU

Date

17 June

Fund manager additions

Mercer Moderate Growth Fund Active Units AUD

APIR

MIN0014AU

Date

17 June

Fund manager additions

Mercer International Shares Fund AUD

APIR

MIN0015AU

Date

17 June

Fund manager additions

Mercer Hedged International Shares Fund AUD

APIR

MIN0016AU

Date

17 June

Fund manager additions

Mercer Conservative Growth Fund Enhanced Passive Units AUD

APIR

NCL1621AU

Date

17 June

Fund manager additions

Mercer Moderate Growth Fund Enhanced Passive Units AUD

APIR

NCL4286AU

Date

17 June

Fund manager additions

Mercer Growth Fund Enhanced Passive Units AUD

APIR

NCL4407AU

Date

11 June

Fund manager additions

BMYG Enhanced Income Fund (Wholesale)

APIR

BMY5511AU

Date

3 June

Fund manager additions

Challenger IM Multi-Sector Private Lending Fund Class P AUD (Wholesale)

APIR

HOW6713AU

Date

3 June

Fund manager additions

Fortlake Sigma Opportunities (Wholesale)

APIR

TAL1576AU

Date
Fund manager additions
APIR
Date

27 May

Fund manager additions

Yarra Higher Income Fund AUD

APIR

JBW4379AU

Date

27 May

Fund manager additions

Australia Pacific Pooled Fund AUD

APIR

APM8830AU

Date

27 May

Fund manager additions

Apollo Aligned Alternatives Fund AUD

APIR

HOW3532AU

Date

13 May

Fund manager additions

Lazard Defensive Australian Equity Fund AUD

APIR

LAZ0022AU

Date

13 May

Fund manager additions

Franklin Global Growth Fund (M class) AUD

APIR

FRT0010AU

Date

6 May

Fund manager additions

Federation Alternative Investments II Fund Retail AUD

APIR

FSM7521AU

Date

6 May

Fund manager additions

Vinva Global Systematic Equities Fund Class C AUD

APIR

BEG8747AU

Date
Fund manager additions
APIR
Date

29 April 

Fund manager additions

New Holland Tactical Alpha Fund – Class B Units 

APIR

CHN7480AU 

Date

29 April 

Fund manager additions

MFS Global Opportunistic Fixed Income Trust AUD

APIR

ETL6870AU 

Date

22 April 

Fund manager additions

UBS Microcap Fund AUD 

APIR

UBS0057AU 

Date

22 April 

Fund manager additions

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

APIR

ETL5010AU 

Date

9 April 

Fund manager additions

State Street Floating Rate Fund AUD 

APIR

SST4725AU 

Date
Fund manager additions
APIR
Date

4 March

Fund manager additions

Yarra Global Small Companies Fund AUD 

APIR

JBW0103AU

Date

4 March

Fund manager additions

Nikko AM ARK Global Disruptive Innovation Fund AUD 

APIR

NIK1854AU

Date

4 March

Fund manager additions

WCM International Small Cap Growth Fund (Managed Fund) AUD 

APIR

SWI9720AU

Date

4 March

Fund manager additions

Man GLG Asia Opportunities 

APIR

GSF6910AU

Date

4 March

Fund manager additions

Invesco Wholesale Senior Secured Income Fund

APIR

CNA0805AU

Date
Fund manager additions
APIR
Date

26 February

Fund manager additions

BlackRock Advantage International Equity Fund AUD 

APIR

BAR0817AU

Date

26 February

Fund manager additions

BlackRock Advantage Hedged International Equity Fund AUD 

APIR

BGL0109AU

Date

26 February

Fund manager additions

La Trobe Financial 12 Month Term Account 

APIR

LTC0002AU

Date

26 February

Fund manager additions

Ophir Global High Conviction Fund Class B AUD 

APIR

PIM9456AU

Date

26 February

Fund manager additions

Yarra Ex-20 Australian Equities Fund AUD 

APIR

JBW0052AU

Date

19 February

Fund manager additions

Generation Global Share AUD

APIR

FSF0908AU

Date

19 February

Fund manager additions

Hamilton Lane Global Private Assets Fund (AUD) Hedged AUD

APIR

PIM1015AU

Date

19 February

Fund manager additions

Pendal MicroCap Opportunities Fund AUD 

APIR

RFA0061AU

Date

12 February

Fund manager additions

Armytage Australian Equity Income Fund AUD

APIR

ETL0148AU

Date

12 February

Fund manager additions

Nanuk New World Fund (Currency Hedged) AUD

APIR

ETL0535AU

Date

12 February

Fund manager additions

Ox Capital Dynamic Emerging Markets Fund AUD

APIR

HOW6479AU

Date

12 February

Fund manager additions

Yarra Enhanced Income Fund AUD 

APIR

JBW0018AU

Date

5 February

Fund manager additions

Advance Defensive Multi-Blend W AUD 

APIR

ADV0049AU

Date

5 February

Fund manager additions

Advance Balanced Multi-Blend W AUD

APIR

ADV0050AU

Date

5 February

Fund manager additions

Advance Growth Multi-Blend W AUD

APIR

ADV0085AU

Date

5 February

Fund manager additions

Advance High Growth Multi-Blend W AUD

APIR

ADV0087AU

Date

5 February 

Fund manager additions

Advance Moderate Multi-Blend W AUD

APIR

ADV0091AU

Date

5 February

Fund manager additions

MFS Global New Discovery Trust W AUD

APIR

ETL6156AU

Date

5 February

Fund manager additions

Man AHL Alpha (AUD) AUD

APIR

MAN0002AU

Date

5 February

Fund manager additions

Mercer Indexed Defensive Fund AUD

APIR

WFS0588AU

Date

5 February

Fund manager additions

Mercer Indexed Moderate Fund AUD

APIR

WFS0589AU

Date

5 February

Fund manager additions

Mercer Indexed Balanced Fund AUD

APIR

WFS0590AU

Date

5 February

Fund manager additions

Mercer Indexed Growth Fund AUD

APIR

WFS0591AU

Date

5 February

Fund manager additions

Mercer Indexed High Growth Fund AUD 

APIR

WFS0592AU

Date
Fund manager additions
APIR
Date

29 January 

Fund manager additions

Man AHL Alpha

APIR

MAN0002AU

Date

29 January

Fund manager additions

Merlon Concentrated Australian Share Fund Class A AUD

APIR

HOW2217AU

Date

29 January

Fund manager additions

abrdn Global Risk Mitigation Fund AUD

APIR

EQI4297AU

Date

29 January 

Fund manager additions

iShares Global Listed Property Index Fund Hedged Class S Units AUD

APIR

BLK9419AU

Date

29 January

Fund manager additions

iShares Wholesale Australian Listed Property Index Fund Class S AUD

APIR

BLK4709AU

Date

8 January

Fund manager additions

MLC Global Private Equity Fund 

APIR

MLC5609AU

Date
Fund manager additions
APIR
Date

11 December

Fund manager additions

CFS Defensive Builder AUD

APIR

FSF2619AU

Date

11 December

Fund manager additions

CFS Equity Builder AUD

APIR

FSF5316AU

Date

11 December

Fund manager additions

CFS Growth Builder AUD

APIR

FSF7799AU

Date

11 December

Fund manager additions

Pengana Axiom International Ethical Fund (Hedged) AUD

APIR

HHA0002AU

Date

11 December

Fund manager additions

Pengana Axiom International Ethical Fund AUD

APIR

HOW0002AU

Date

11 December

Fund manager additions

First Sentier ex-20 Australian Share Fund Class W AUD

APIR

PIM1925AU

Date
Fund manager additions
APIR
Date

27 November

Fund manager additions

JPMorgan Global Bond Fund - Class A Units AUD

APIR

ER6912AU

Date

13 November

Fund manager additions

Impax Sustainable Leaders Fund Class A AUD

APIR

ETL8171AU

Date

6 November

Fund manager additions

ClearBridge RARE Infrastructure Income Fund - Unhedged Class A Units AUD

APIR

SSB6649AU

Date

6 November

Fund manager additions

BNP Paribas C WorldWide Global Equity Trust (Hedged) AUD

APIR

ETL3560AU

Date
Fund manager additions
APIR
Date

31 October

Fund manager additions

Spheria Global Opportunities Fund

APIR

WHT6704AU

Date

31 October

Fund manager additions

MLC Wholesale IncomeBuilder AUD

APIR

MLC0264AU

Date

23 October

Fund manager additions

KKR Private Equity (K-PRIME) Fund (AUD) A AUD

APIR

CHN0548AU

Fund removals

Summary of the list of managed funds that have been removed or soft closed on the CFS Edge Investment list.

Date
Fund manager removals
APIR
Date

16 September

APIR

GTU5547AU

Date

9 September

Fund manager removals

Dexus Global REIT Fund

APIR

APN4390AU

Date
Fund manager removals
APIR
Date

14 August

APIR

ETL0431AU 

Date

13 August

Fund manager removals

Vertium Equity Income Fund

APIR

OPS1827AU

Date

04 August

APIR

FSF0453AU

Date
Fund manager removals
APIR
Date

30 June

APIR

MGE0005AU

Date

30 June

Fund manager removals

Platinum International Brands Fund

APIR

PLA0100AU

Date

30 June

Fund manager removals

Platinum European Fund

APIR

PLA0001AU

Date

30 June

APIR

PLA0005AU

Date

30 June

Fund manager removals

Platinum Japan Fund 

APIR

PLA0003AU

Date

30 June

Fund manager removals

Emerging Companies Fund

APIR

BFL3779AU

Date

30 June

Fund manager removals

ex-20 Australian Equities

APIR

BFL0004AU

Date

30 June

Fund manager removals

Bennelong Australian Equities

APIR

BFL0001AU 

Date

30 June

Fund manager removals

Concentrated Australian Eq 

APIR

BFL0002AU

Date

18 June

Fund manager removals

AIPX CARS Class (AUD) Hedged

APIR

ETL1258AU

Date

16 June

Fund manager removals

Pendal Global Select Fund Class R

APIR

PDL6767AU

Date

16 June

Fund manager removals

Pendal Global Select Fund Class W

APIR

PDL4472AU

Date

16 June

APIR

QWF1678AU

Date

15 June

Fund manager removals

Antipodes Emerging Market Debt Fund

APIR

MAQ0782AU

Date

09 June

APIR

ETL0276AU

Date
Fund manager removals
APIR
Date

29 May

APIR

BYL4529AU

Date

29 May

APIR

BYL4413AU

Date

27 May 

Fund manager removals

Pengana WHEB Sustainable Impact

APIR

HHA0007AU

Date

7 May

APIR

GTU5547AU

Date

6 May

Fund manager removals

Newmark Property Income Fund

APIR

YOC0100AU

Date

4 May

Fund manager removals

Invesco True Balance Fund Class A

APIR

GTU0109AU 

Date

4 May

Fund manager removals

Mercer Australian Shares Plus Fund

APIR

MIN0020AU

Date

1 May

Fund manager removals

UBS Emerging Markets Equity Fund

APIR

UBS8018AU

Date
Fund manager removals
APIR
Date

30 April

APIR

BSC0004AU

Date
Fund manager removals
APIR
Date

17 March

Fund manager removals

iPartners Core Income Fund Series

APIR

IPN0040AU

Date

17 March

Fund manager removals

iPartners Credit Investment Fund

APIR

IPN0768AU

Date

4 March

Fund manager removals

Realm Global High Income Fund AUD

APIR

OMF4269AU

Date

4 March

APIR

OMF0009AU

Date

4 March

APIR

OMF3725AU

Date

4 March

APIR

OMF5868AU

Date

4 March

APIR

CHN2669AU

Date

4 March

APIR

CHN6906AU

Date

4 March

APIR

ETL1470AU

Date

4 March

APIR

PIM2262AU

Date

4 March

Fund manager removals

ECP Growth Companies Fund

APIR

OPS2991AU

Date

4 March

Fund manager removals

Dominion Income Trust 1 

APIR

DN1

Date
Fund manager removals
APIR
Date

26 February

Fund manager removals

Baillie Gifford Sustainable Growth Option 

APIR

FSF4018AU

Date

26 February

APIR

CHN8005AU

Date
Fund manager removals
APIR
Date

30 January

Fund manager removals

Stewart Investors Worldwide Sustainability 

APIR

FSF1675AU

Date
Fund manager removals
APIR
Date

26 November

APIR

PIM1937AU

Date

21 November

APIR

PIM6160AU

Date

3 November

Fund manager removals

Clime Australian Income Fund

APIR

CLA0002AU

Date
Fund manager removals
APIR
Date

31 October

Fund manager removals

Privity Private Income Fund

APIR

AMT2564AU

Date

8 October

APIR

PGI0001AU

Date
Fund manager removals
APIR
Date

30 September

Fund manager removals

abrdn International Equity Fund

APIR

EQI0015AU

Date

22 September

Fund manager removals

UBS International Share Fund AUD

APIR

SBC0822AU

Date

12 September

APIR

MAQ0063AU

Date

3 September

Fund manager removals

Harris Global Value Share Fund

APIR

DAM3284AU

Date

2 September

Fund manager removals

Totus Long Short Alpha Fund

APIR

PIM6284AU

Date
Fund manager removals
APIR
Date

12 June

APIR

ETL0412AU

Date
Fund manager removals
APIR
Date

30 May

APIR

NCP2294AU

Date

15 May

APIR

TGP0015AU

Date

13 May

Fund manager removals

Pendal Asian Share Fund

APIR

BTA0054AU

Date
Fund manager removals
APIR
Date

17 April

APIR

PIM1038AU

Date
Fund manager removals
APIR
Date

21 March

Fund manager removals

Macquarie Australian Equities Fund

APIR

MAQ0278AU

Date
Fund manager removals
APIR
Date

28 February

APIR

PIM0541AU

Date

11 February

APIR

NBA2220AU

Date

11 February

APIR

NBA9415AU

Date

7 February

Fund manager removals

Macquarie Master Capital Stable Fund

APIR

MAQ0059AU

Date
Fund manager removals
APIR
Date

16 December

Fund manager removals

AB Dynamic Global Fixed Income Fund AUD 

APIR

ACM0001AU

Date

13 December

Fund manager removals

Dexus Asian REIT Fund

APIR

APN0023AU

Date

9 December

Fund manager removals

Armytage Australian Equity Income Fund AUD

APIR

ETL0148AU

Date

9 December

Fund manager removals

Realm Global High Income Fund AUD AUD 

APIR

OMF4269AU

Date

9 December

Fund manager removals

Trilogy Monthly Income Trust - Platform Class AUD 

APIR

TGY9172AU

Date

2 December

Fund manager removals

Pantheon Private Markets Fund Australia - Pantheon Global Evergreen Mid-Market Secondaries AUD 

APIR

EVO5616AU

Date
Fund manager removals
APIR
Date

29 November

Fund manager removals

Dexus Core Property Fund

APIR

AMP1015AU

Date

25 November

Fund manager removals

SGH Australian Small Companies Fund AUD 

APIR

CSA0131AU

Date

25 November

Fund manager removals

Rajomon Growth Fund AUD 

APIR

VIL3421AU

Date

18 November

Fund manager removals

CFS FC Inv - Generation Global Share - Hedged AUD 

APIR

FSF8383AU

Date

18 November

Fund manager removals

Trovio Digital Asset Fund Australia AUD* 

APIR

QWF1678AU

Date

11 November

Fund manager removals

Roc Global Opportunities Access Trust* 

APIR

ROC7938AU

Date

11 November

Fund manager removals

Barrow Hanley Emerging Markets Fund AUD 

APIR

PER6134AU

Date

4 November

Fund manager removals

Flinders Emerging Companies Fund Class B AUD

APIR

ETL0449AU

Date

8 November

Fund manager removals

Spire USA ROC Funds

APIR

ETL0460AU

Date

8 November 

Fund manager removals

Spire USA ROC Funds

APIR

ETL1567AU

Date

8 November

Fund manager removals

Spire USA ROC Funds

APIR

ETL1507AU

Date

4 November

Fund manager removals

Brandywine Global Opportunistic Equity Fund Class A AUD 

APIR

SSB1961AU

Date
Fund manager removals
APIR
Date

28 October

Fund manager removals

Australian Ethical Balanced Fund Wholesale AUD 

APIR

AUG0017AU

Date

21 October

Fund manager removals

Ausbil Global Resources Fund AUD

APIR

AAP5928AU

Date

21 October

Fund manager removals

CFS Real Return - Class A AUD 

APIR

FSF5867AU

Date

21 October

Fund manager removals

C&S Global List Infrastructure - Class A AUD 

APIR

FSF7301AU

Date

21 October

Fund manager removals

Resolution Capital Global Property Securities Fund (Unhedged) – SERIES II AUD 

APIR

IOF0184AU

Date

21 October

Fund manager removals

ECP Growth Companies Fund AUD 

APIR

OPS2991AU

Date

14 October

Fund manager removals

PEP Private Equity Gateway Fund * 

APIR

PEP3457AU

Date
Fund manager removals
APIR
Date

30 August

Fund manager removals

PIMCO Dynamic Bond Fund

APIR

ETL0404AU

Date

22 August

APIR

SSB0070AU

Date

26 August

Fund manager removals

Abrdn Global Risk Mitigation Fund AUD

APIR

EQI4297AU

Date

19 August

Fund manager removals

Maple-Brown Abbott Australian Small Companies Fund AUD 

APIR

MPL1241AU

Date

12 August

Fund manager removals

Munro Global Growth Small & Mid Cap Fund - Class A AUD 

APIR

GSF0874AU

Date

12 August

Fund manager removals

Franklin K2 Athena Fund A AUD 

APIR

SSB0495AU

Date

5 August

Fund manager removals

AUI Healthcare Property Trust A AUD 

APIR

AUS0037AU

Date

5 August

Fund manager removals

Australian Unity Healthcare Property Trust-WholesaleUnits AUD 

APIR

AUS0112AU

Date

5 August

Fund manager removals

T. Rowe Price Concentrated Global Equity Fund - I Class AUD 

APIR

ETL8650AU

Date
Fund manager removals
APIR
Date

17 July

APIR

AIM0001AU

Date
Fund manager removals
APIR
Date

28 June

APIR

PIM0026AU

Date

17 June

Fund manager removals

First Sentier Equity Income Fund AUD

APIR

FSF1676AU

Date
Fund manager removals
APIR
Date

13 May

Fund manager removals

NovaPort Smaller Companies Fund

APIR

HOW0016AU

Date
Fund manager removals
APIR
Date

22 April 

Fund manager removals

Global Opportunities Alternatives Trust AUD 

APIR

ETL9467AU 

Date
Fund manager removals
APIR
Date

4 March 

Fund manager removals

T. Rowe Price Australian Equity AUD 

APIR

ETL0328AU

Date
Fund manager removals
APIR
Date

5 February 

Fund manager removals

Cromwell Direct Property AUD 

APIR

CRM0018AU

Date

5 February 

Fund manager removals

Montaka Global Long Only Fund AUD 

APIR

FHT0036AU

Date
Fund manager removals
APIR
Date

31 October

Fund manager removals

First Sentier Wholesale Strategic Cash AUD 

APIR

FSF0075AU

Date

31 October

Fund manager removals

First Sentier Wholesale Diversified AUD

APIR

FSF0008AU

Date

31 October

Fund manager removals

First Sentier Wholesale Conservative AUD

APIR

FSF0033AU

Date

31 October

Fund manager removals

First Sentier Wholesale Balanced AUD

APIR

FSF0040AU

Date

31 October

Fund manager removals

First Sentier Wholesale High Growth AUD

APIR

FSF0498AU

More information

If you have any questions about how this information impacts you, please contact your adviser. Your adviser can also discuss whether certain investments are still suitable for your investment strategy, and can provide you with a copy of the relevant product disclosure statement for your investment(s).

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Disclaimer

 

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

 

Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.