Summary of the list of managed funds added onto the CFS Edge Investment list.
31 August
Ausbil Long Short Focus Fund AUD
AAP8211AU
24 August
Charter Hall Direct Long WALE Fund AUD
MAQ5703AU
13 August
iShares ESG Australian Bond Index Fund Class S
BLK3501AU
13 August
iShares ESG Screened Global Bond Index Fund Class S
BLK4014AU
10 August
RQI Global Diversified Alpha Fund AUD
FSF1675AU
27 July
iShares ESG Australian Bond Index Fund S AUD
BLK3501AU
27 July
iShares ESG Screened Global Bond Index Fund Class S AUD
BLK4014AU
20 July
CFS Enhanced Index Growth-Class A AUD
FSF4282AU
1 June
Paradice Australian Small Cap Opportunities Fund Class A AUD
ETL4624AU
26 May
Paradice Australian Small Cap Opportunities Fund Class A
ETL4624AU
11 May
Ares Core Infrastructure Fund (AUT) Class D AUD
ETL1190AU
11 May
ClariVest Global Small Companies Fund Retail Class AUD
WRA6014AU
7 May
Ares Core Infrastructure Fund (AUT) Class D
ETL1190AU
4 May
ClariVest Global Small Companies Fund
WRA6014AU
27 April
Mutual High Yield Fund AUD
PRM8798AU
13 April
Firetrail Australian Small Companies Fund Class M
WHT2716AU
6 April
Realm Strategic Income Fund Enduring Units AUD
OMF5868AU
30 March
MFS-Global Contrarian Equity Trust AUD
ETL8831AU
16 March
Realm High Income – Wholesale
OMF0009AU
16 March
Realm Short Term Income Fund
OMF3725AU
10 March
Auscap Ex-20 Australian Equities Fund AUD
ASX6179AU
2 March
PineBridge (AU) Global Focus Equity Fund
PER7047AU
2 March
iShares Wholesale Australian Bond Index Fund Class S Units
BLK1402AU
2 March
Auscap High Conviction Australian Equities Fund - Daily Platform Class AUD
ASX6124AU
26 January
Charter Hall Office Trust No. 3
MAQ3710AU
26 January
Barwon Healthcare Property Fund*
BAR5403AU
19 January
Schroders Global Equity Alpha Fund
SCH8242AU
15 January
Yarra Australian Share Fund AUD
TYN0028AU
15 December
Centuria Diversified Property Fund (Stapled) AUD
CNT9370AU
15 December
Oceana Australian Fixed Income Trust - Class A
BYL4413AU
15 December
Oceana Australian Fixed Income Trust - Class B
BYL4529AU
1 December
Dexus Wholesale Australian Property Fund Class D
AMP5464AU
24 November
Coolabah Global Floating-Rate High Yield Fund - Institutional Class AUD
ETL2021AU
17 November
AQR Wholesale Managed Futures Fund - Class 1P
PER0634AU
3 November
Vinva Australian Alpha Extension Fund
MGE6468AU
3 November
Blackwattle Long-Short 130/30 Quality Fund
ETL3029AU
20 October
Invesco Wholesale Australian Smaller Companies Fund - Class A AUD
CNA0812AU
20 October
Coller Private Credit Secondaries Fund Distribution AUD
ETL1470AU
20 October
Barrow Hanley Global Share Fund - Class A (Hedged) AUD
PER3874AU
13 October
Plato Global Shares Income Class A AUD
WHT0061AU
6 October
La Trobe US Private Credit Fund Class B Units AUD
LTC1706AU
6 October
Schroder Australian High Yielding Credit Fund - Wholesale Class AUD
SCH0778AU
22 September
CFS - Wellington Global Small Companies Fund Class A AUD
FSF5068AU
8 September
Solaris Australian Equity Income Fund AUD
WHT2589AU
8 September
Princeton Property Income Fund*
PIM1505AU
1 September
MA Secured Real Estate Income Fund AUD
MAA6243AU
18 August
Orbis Emerging Markets Equity Fund Retail Class AUD
ETL9166AU
18 August
Franklin K2 Athena Fund A AUD
SSB0495AU
11 August
CFS Enhanced Index Cons-Class A AUD
FSF1414AU
11 August
CFS Enhanced Index Diversified-Class A AUD
FSF1415AU
11 August
CFS Enhanced Index Balanced-Class A AUD
FSF1416AU
11 August
CFS Enhanced Index High Growth-Class A AUD
FSF1616AU
11 August
CFS Enhanced Index Moderate-Class A AUD
FSF1760AU
11 August
CFS Geared Index Australian Share A AUD
FSF4035AU
11 August
CFS Geared Index Global Share A AUD
FSF6593AU
11 August
Pendal Short Term Income Securities Fund AUD
WFS0377AU
4 August
Elston Australian Emerging Leaders Fund Class A AUD
ETL7964AU
4 August
FSSA Global Emerging Markets Focus Fund AUD
FSF8443AU
4 August
Aura Core Income Fund AUD
OMF9469AU
4 August
Antares Professional Dividend Builder AUD
PPL0002AU
14 July
Apollo Asset Backed Credit Trust (AUD) Class A AUD
CHN5250AU
14 July
KKR Global Private Credit (KIT) Fund (AUD) Class A Units AUD
CHN6906AU
14 July
Dimensional World Allocation 70/30 Trust AUD
DFA0029AU
14 July
Dimensional World Allocation 50/50 Trust AUD
DFA0033AU
14 July
Dimensional World Equity Trust AUD
DFA0035AU
14 July
Dimensional World Allocation 30/70 AUD
DFA8313AU
14 July
SGH LaSalle Concentrated Global Property Fund AUD
ETL0394AU
14 July
Antipodes Emerging Market Debt Fund AUD
MAQ0782AU
14 July
Vanguard Active Global Credit Bond Fund AUD
VAN3932AU
7 July
Paradice Australian Mid Cap Fund (A Class) AUD
ETL9086AU
30 June
Paradice Equity Alpha Plus Fund AUD
ETL8096AU
23 June
Blue Owl Credit Income Fund AUT - Class A AUD
CHN8005AU
16 June
Ares Global Credit Income Fund Class A AUD
HOW4476AU
2 June
Hamilton Lane Senior Credit Opportunities Fund (AUD) Hedged - Distributing AUD
PIM2262AU
26 May
Challenger IM Credit Income Fund Class A AUD
HOW8013AU
26 May
Pella Global Generations Fund Class B AUD
PIM5678AU
26 May
Pella Global Generations Fund Class C AUD
PIM9694AU
26 May
Langdon Global Smaller Companies Fund Class A AUD
WHT7072AU
19 May
Bennelong Emerging Companies Fund AUD
BFL3779AU
12 May
OnePath Wholesale-Diversified Fixed Interest AUD
ANZ0212AU
5 May
SGH Property Income Fund AUD
ETL0119AU
7 April
Pzena Emerging Markets Value Fund Wholesale AUD
ETL0483AU
7 April
Coller Private Equity Secondaries Fund Class A - Accumulating AUD
ETL3440AU
7 April
Coller Private Equity Secondaries Fund Class D - Distributing AUD
ETL7857AU
7 April
ClearBridge RARE Infrastructure Value AUD
FSF0905AU
7 April
Barings Liquidity Investment Strategy AUD
OMF6430AU
7 April
Ophir Global Opportunities Fund Class A AUD
OPH2093AU
24 March
La Trobe US Private Credit Fund Class B Units AUD
LTC1706AU
24 March
Life Cycle Global Share Fund Class A AUD
WHT0246AU
24 March
Life Cycle Concentrated Global Share Fund Class A AUD
WHT8756AU
24 March
Life Cycle Global Share Fund Class H (Hedged) AUD
WHT9951AU
17 March
Coolabah Active Composite Bond Fund AUD
ETL2716AU
17 March
Apis Global Long/Short Fund Wholesale AUD
HFL0108AU
10 March
S64 Hg Fusion Private Capital Access Fund AUD AUD
KAM4856AU
3 March
T. Rowe Price Global High Income I Class AUD
ETL0793AU
24 February
CFS FC-FirstRate Cash AUD
FSF9378AU
17 February
Partners Group Next Generation Infrastructure Fund INR
ETL8803AU
10 February
Arrowstreet Global Small Companies Fund AUD
MAQ2153AU
3 February
Goldman Sachs Asset Management International West Street European Private Credit Fund (AUD)
CHN2106AU
3 February
Ellerston Australian Emerging Leaders Fund AUD
ECL6748AU
27 January
Oaktree Strategic Credit Fund (AUD) Class A AUD
CHN2669AU
27 January
EQT Multi-Access Series - EQT Nexus (AUD)*
CHN7430AU
27 January
AIPX CARS Class (AUD) Hedged*
ETL1258AU
13 January
Antipodes Asia Fund AUD
MAQ0635AU
13 January
Antipodes Asia Income Fund AUD
MAQ0782AU
6 January
StepStone Private Venture and Growth (Australia) Fund Class A (AUD) Units AUD*
PIM1432AU
6 January
StepStone Private Infrastructure (Australia) Fund D Distributing AUD*
PIM4082AU
16 December
AB Dynamic Global Fixed Income Fund AUD
ACM0001AU
9 December
Realm Global High Income Fund AUD
OMF4269AU
9 December
Trilogy Monthly Income Trust - Platform Class AUD
TGY9172AU
2 December
Pantheon Private Markets Fund Australia - Pantheon Global Evergreen Mid-Market Secondaries AUD
EVO5616AU
25 November
Rajomon Growth Fund AUD
VIL3421AU
25 November
SGH Australian Small Companies Fund AUD
CSA0131AU
18 November
CFS FC Inv - Generation Global Share - Hedged AUD
FSF8383AU
4 November
Barrow Hanley Emerging Markets Fund AUD
PER6134AU
4 November
Brandywine Global Opportunistic Equity Fund Class A AUD
SSB1961AU
28 October
Australian Ethical Balanced Fund Wholesale AUD
AUG0017AU
21 October
CFS Real Return - Class A AUD
FSF5867AU
21 October
C&S Global List Infrastructure - Class A AUD
FSF7301AU
21 October
Resolution Capital Global Property Securities Fund (Unhedged) – SERIES II AUD
IOF0184AU
21 October
ECP Growth Companies Fund AUD
OPS2991AU
30 September
JPMorgan Global Select Equity Fund - Class A (Hedged) Units AUD
PER7512AU
30 September
JPMorgan Global Select Equity Fund - Class A Units AUD
PER9997AU
23 September
MLC MultiSeries 70 AUD
IOF0090AU
23 September
MLC MultiSeries 30 AUD
IOF0253AU
23 September
MLC MultiSeries 50 AUD
IOF0254AU
23 September
MLC MultiSeries 90 AUD
IOF0255AU
16 September
Neuberger Berman Global Private Equity Access Fund Unhedged AUD
ETL7896AU
9 September
Challenger Guaranteed Income Fund - 4.80 cents p.a. 31 May 2026 (MV$1) AUD
CSI3766AU
9 September
Clime Australian Income Fund Retail Units AUD
SLT1239AU
26 August
T. Rowe Price Concentrated Global Equity Fund - I Class AUD
ETL8650AU
19 August
Maple-Brown Abbott Australian Small Companies Fund AUD
MPL1241AU
12 August
Munro Global Growth Small & Mid Cap Fund - Class A AUD
GSF0874AU
12 August
First Sentier Geared Australian Share Fund AUD
PIM7590AU
12 August
Franklin K2 Athena Fund A AUD
SSB0495AU
5 August
AUI Healthcare Property Trust A AUD
AUS0037AU
5 August
Australian Unity Healthcare Property Trust-WholesaleUnits AUD
AUS0112AU
5 August
T. Rowe Price Concentrated Global Equity Fund - I Class AUD
ETL8650AU
29 July
GCQ Flagship Fund Class P AUD
SPC5039AU
22 July
Fortlake Real-Higher Income Fund AUD
TAL0284AU
22 July
Fortlake Real-Income Fund AUD
TAL0590AU
22 July
Spheria Australian Microcap Fund AUD
WHT0066AU
22 July
KKR Private Equity (K-PRIME) Fund (AUD) B AUD
CHN0407AU
15 July
Hybrid Income Fund*
EVO3184AU
17 June
Neuberger Berman Global High Yield Fund AUD
ETL9987AU
17 June
Mercer Australian Shares Fund AUD
MIN0006AU
17 June
Mercer Cash Fund - Cash Units AUD
MIN0008AU
17 June
Mercer Conservative Growth Fund Active Units AUD
MIN0009AU
17 June
Mercer High Growth Fund AUD
MIN0012AU
17 June
Mercer Growth Fund Active Units AUD
MIN0013AU
17 June
Mercer Moderate Growth Fund Active Units AUD
MIN0014AU
17 June
Mercer International Shares Fund AUD
MIN0015AU
17 June
Mercer Hedged International Shares Fund AUD
MIN0016AU
17 June
Mercer Conservative Growth Fund Enhanced Passive Units AUD
NCL1621AU
17 June
Mercer Moderate Growth Fund Enhanced Passive Units AUD
NCL4286AU
17 June
Mercer Growth Fund Enhanced Passive Units AUD
NCL4407AU
11 June
BMYG Enhanced Income Fund (Wholesale)
BMY5511AU
3 June
Challenger IM Multi-Sector Private Lending Fund Class P AUD (Wholesale)
HOW6713AU
3 June
Fortlake Sigma Opportunities (Wholesale)
TAL1576AU
27 May
Yarra Higher Income Fund AUD
JBW4379AU
27 May
Australia Pacific Pooled Fund AUD
APM8830AU
27 May
Apollo Aligned Alternatives Fund AUD
HOW3532AU
13 May
Lazard Defensive Australian Equity Fund AUD
LAZ0022AU
13 May
Franklin Global Growth Fund (M class) AUD
FRT0010AU
6 May
Federation Alternative Investments II Fund Retail AUD
FSM7521AU
6 May
Vinva Global Systematic Equities Fund Class C AUD
BEG8747AU
29 April
New Holland Tactical Alpha Fund – Class B Units
CHN7480AU
29 April
MFS Global Opportunistic Fixed Income Trust AUD
ETL6870AU
22 April
UBS Microcap Fund AUD
UBS0057AU
22 April
Coolabah Floating-Rate High Yield Fund (Managed Fund) Assisted Investor Class AUD
ETL5010AU
9 April
State Street Floating Rate Fund AUD
SST4725AU
4 March
Yarra Global Small Companies Fund AUD
JBW0103AU
4 March
Nikko AM ARK Global Disruptive Innovation Fund AUD
NIK1854AU
4 March
WCM International Small Cap Growth Fund (Managed Fund) AUD
SWI9720AU
4 March
Man GLG Asia Opportunities
GSF6910AU
4 March
Invesco Wholesale Senior Secured Income Fund
CNA0805AU
26 February
BlackRock Advantage International Equity Fund AUD
BAR0817AU
26 February
BlackRock Advantage Hedged International Equity Fund AUD
BGL0109AU
26 February
La Trobe Financial 12 Month Term Account
LTC0002AU
26 February
Ophir Global High Conviction Fund Class B AUD
PIM9456AU
26 February
Yarra Ex-20 Australian Equities Fund AUD
JBW0052AU
19 February
Generation Global Share AUD
FSF0908AU
19 February
Hamilton Lane Global Private Assets Fund (AUD) Hedged AUD
PIM1015AU
19 February
Pendal MicroCap Opportunities Fund AUD
RFA0061AU
12 February
Armytage Australian Equity Income Fund AUD
ETL0148AU
12 February
Nanuk New World Fund (Currency Hedged) AUD
ETL0535AU
12 February
Ox Capital Dynamic Emerging Markets Fund AUD
HOW6479AU
12 February
Yarra Enhanced Income Fund AUD
JBW0018AU
5 February
Advance Defensive Multi-Blend W AUD
ADV0049AU
5 February
Advance Balanced Multi-Blend W AUD
ADV0050AU
5 February
Advance Growth Multi-Blend W AUD
ADV0085AU
5 February
Advance High Growth Multi-Blend W AUD
ADV0087AU
5 February
Advance Moderate Multi-Blend W AUD
ADV0091AU
5 February
MFS Global New Discovery Trust W AUD
ETL6156AU
5 February
Man AHL Alpha (AUD) AUD
MAN0002AU
5 February
Mercer Indexed Defensive Fund AUD
WFS0588AU
5 February
Mercer Indexed Moderate Fund AUD
WFS0589AU
5 February
Mercer Indexed Balanced Fund AUD
WFS0590AU
5 February
Mercer Indexed Growth Fund AUD
WFS0591AU
5 February
Mercer Indexed High Growth Fund AUD
WFS0592AU
29 January
Man AHL Alpha
MAN0002AU
29 January
Merlon Concentrated Australian Share Fund Class A AUD
HOW2217AU
29 January
abrdn Global Risk Mitigation Fund AUD
EQI4297AU
29 January
iShares Global Listed Property Index Fund Hedged Class S Units AUD
BLK9419AU
29 January
iShares Wholesale Australian Listed Property Index Fund Class S AUD
BLK4709AU
8 January
MLC Global Private Equity Fund
MLC5609AU
11 December
CFS Defensive Builder AUD
FSF2619AU
11 December
CFS Equity Builder AUD
FSF5316AU
11 December
CFS Growth Builder AUD
FSF7799AU
11 December
Pengana Axiom International Ethical Fund (Hedged) AUD
HHA0002AU
11 December
Pengana Axiom International Ethical Fund AUD
HOW0002AU
11 December
First Sentier ex-20 Australian Share Fund Class W AUD
PIM1925AU
27 November
JPMorgan Global Bond Fund - Class A Units AUD
ER6912AU
13 November
Impax Sustainable Leaders Fund Class A AUD
ETL8171AU
6 November
ClearBridge RARE Infrastructure Income Fund - Unhedged Class A Units AUD
SSB6649AU
6 November
BNP Paribas C WorldWide Global Equity Trust (Hedged) AUD
ETL3560AU
31 October
Spheria Global Opportunities Fund
WHT6704AU
31 October
MLC Wholesale IncomeBuilder AUD
MLC0264AU
23 October
KKR Private Equity (K-PRIME) Fund (AUD) A AUD
CHN0548AU
Summary of the list of managed funds that have been removed or soft closed on the CFS Edge Investment list.
30 June
MGE0005AU
4 March
CHN6906AU
4 March
ETL1470AU
4 March
Hamilton Lane Senior Credit Opportunities Fund (AUD) Hedged - Distributing
PIM2262AU
26 February
Baillie Gifford Sustainable Growth Option
FSF4018AU
30 January
Stewart Investors Worldwide Sustainability
FSF1675AU
12 June
Spire USA ROC Seniors Housing and Medical Properties Fund (AUD) Class B
ETL0412AU
17 April
PIM1038AU
28 February
First Sentier Responsible Listed Infrastructure Fund (Unhedged)
PIM0541AU
11 February
NBA2220AU
11 February
NBA9415AU
16 December
AB Dynamic Global Fixed Income Fund AUD
ACM0001AU
9 December
Armytage Australian Equity Income Fund AUD
ETL0148AU
9 December
Realm Global High Income Fund AUD AUD
OMF4269AU
9 December
Trilogy Monthly Income Trust - Platform Class AUD
TGY9172AU
2 December
Pantheon Private Markets Fund Australia - Pantheon Global Evergreen Mid-Market Secondaries AUD
EVO5616AU
25 November
SGH Australian Small Companies Fund AUD
CSA0131AU
25 November
Rajomon Growth Fund AUD
VIL3421AU
18 November
CFS FC Inv - Generation Global Share - Hedged AUD
FSF8383AU
18 November
Trovio Digital Asset Fund Australia AUD*
QWF1678AU
11 November
Roc Global Opportunities Access Trust*
ROC7938AU
11 November
Barrow Hanley Emerging Markets Fund AUD
PER6134AU
4 November
Flinders Emerging Companies Fund Class B AUD
ETL0449AU
4 November
Brandywine Global Opportunistic Equity Fund Class A AUD
SSB1961AU
28 October
Australian Ethical Balanced Fund Wholesale AUD
AUG0017AU
21 October
Ausbil Global Resources Fund AUD
AAP5928AU
21 October
CFS Real Return - Class A AUD
FSF5867AU
21 October
C&S Global List Infrastructure - Class A AUD
FSF7301AU
21 October
Resolution Capital Global Property Securities Fund (Unhedged) – SERIES II AUD
IOF0184AU
21 October
ECP Growth Companies Fund AUD
OPS2991AU
14 October
PEP Private Equity Gateway Fund *
PEP3457AU
26 August
Abrdn Global Risk Mitigation Fund AUD
EQI4297AU
19 August
Maple-Brown Abbott Australian Small Companies Fund AUD
MPL1241AU
12 August
Munro Global Growth Small & Mid Cap Fund - Class A AUD
GSF0874AU
12 August
Franklin K2 Athena Fund A AUD
SSB0495AU
5 August
AUI Healthcare Property Trust A AUD
AUS0037AU
5 August
Australian Unity Healthcare Property Trust-WholesaleUnits AUD
AUS0112AU
5 August
T. Rowe Price Concentrated Global Equity Fund - I Class AUD
ETL8650AU
17 June
First Sentier Equity Income Fund AUD
FSF1676AU
22 April
Global Opportunities Alternatives Trust AUD
ETL9467AU
4 March
T. Rowe Price Australian Equity AUD
ETL0328AU
5 February
Cromwell Direct Property AUD
CRM0018AU
5 February
Montaka Global Long Only Fund AUD
FHT0036AU
31 October
First Sentier Wholesale Strategic Cash AUD
FSF0075AU
31 October
First Sentier Wholesale Diversified AUD
FSF0008AU
31 October
First Sentier Wholesale Conservative AUD
FSF0033AU
31 October
First Sentier Wholesale Balanced AUD
FSF0040AU
31 October
First Sentier Wholesale High Growth AUD
FSF0498AU
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).
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
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.