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.
2024
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
2023
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
Fund removals
Summary of the list of managed funds that have been removed or soft closed on the CFS Edge Investment list.
2024
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
2023
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
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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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.