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NRMSIDAPIR/ARSNProduct NameRatingAsset ClassSectorRawSectorComm. DtICRICR DateSizeStatusInvest. StructureManager NameResponsible EntityRating DateReturn 1m(%)Return 3m(%)Return 6m(%)Return 1y(%)Return 3y(%)Return 5y(%)Return 10y(%)InceptionPerformance DateEntry PriceExit PricePrice DateInvestor SizeMgt FeeEntry FeeExit FeeMin. InvestmentMin. BalanceAEQIEQFIALTPROCSHOTHAsset Alloc. Dt.PhilosophyInvest StrategySwitching FeeProspectus IndexPrimary IndexDefaultDistribution FrequencyASRNProvider AddressCitySuburbPostcodeCustodian Comp. NameNo of HoldingsLeveragedPricing FreqPerformance FeeTurnover Ratio% in top 10 HoldingsRatingReports ( print selected)
1,036.0000F0AUS05FE5AUS0112AUAUI Healthcare Property Trust WPropertyAUCA000046Unlisted and Direct Property14 Feb 20021.100030 Jun 2016$1,091,254,177openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19702.04644.05468.957321.056015.403612.94199.527012.064931 Dec 20171.75871.699031 Dec 20170.65000.00000.00005,000.00006.32000.00000.00000.000090.92002.76000.000030 Nov 2017The fund invests in a diversified portfolio of healthcare property and related assets, including direct property, unlisted managed funds, Listed REITs, property syndicates or companies that mainly hold healthcare property.The Fund may also invest in similar international healthcare related assets in countries with healthcare systems and property markets with key attributes similar to Australia.0.0000F00000ZGH1XIUSA04GAQQuarterly92,755,318.0000Level 14,114 Albert RoadMelbourneVIC3,205.0000Perpetual Nominees LimitedfalseDaily0.00007.98705.96704.69904.08005.00Australian_Unity_Healthcare_Property_Trust_2017.pdf20.0000  
2,515.0000F0AUS05CM0AUS0102AUAUI Healthcare Property Trust RPropertyAUCA000046Unlisted and Direct Property01 Jul 19991.540030 Jun 2016$1,091,254,177openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19702.01833.93118.697920.428414.837712.35508.840111.018731 Dec 20171.80051.739431 Dec 20170.95000.00000.00001,000.00006.32000.00000.00000.000090.92002.76000.000030 Nov 2017The fund invests in a diversified portfolio of healthcare property and related assets, including direct property, unlisted managed funds, Listed REITs, property syndicates or companies that mainly hold healthcare property.The Fund may also invest in similar international healthcare related assets in countries with healthcare systems and property markets with key attributes similar to Australia.0.0000F00000ZGH1XIUSA04GAQQuarterly92,755,318.0000Level 14,114 Albert RoadMelbourneVIC3,205.0000Perpetual Nominees LimitedfalseDaily0.00005.59905.03103.99803.70305.00Australian_Unity_Healthcare_Property_Trust_2017.pdf91.0000  
3,760.0000F00000ZMFTAUS4511AUHealthcare Property Trust-Funding UnitsPropertyAUCA000046Unlisted and Direct Property16 Nov 201701 Jan 1970openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19700.06990.120031 Dec 20171.00970.999731 Dec 20170.65005,000.00000.00000.00000.00000.00000.00000.00000.000001 Jan 1970The fund invests in a diversified portfolio of healthcare property and related assets, including direct property, unlisted managed funds, Listed REITs, property syndicates or companies that mainly hold healthcare property.The Fund may also invest in similar international healthcare related assets in countries with healthcare systems and property markets with key attributes similar to Australia.F00000ZGH1XIUSA04GAQQuarterlyLevel 14,114 Albert RoadMelbourneVIC3,205.0000falseDaily5.00Australian_Unity_Healthcare_Property_Trust_2017_Class_B.pdf132.0000  
5,843.0000F000002OG5AUS0037AUAUI Healthcare Property Trust APropertyAUCA000046Unlisted and Direct Property25 Feb 20091.080030 Jun 2016$1,091,254,177openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19701.66873.35787.357417.057212.575310.70168.106331 Dec 20171.14921.117831 Dec 20170.65000.00000.00005,000.00006.32000.00000.00000.000090.92002.76000.000030 Nov 2017The fund invests in a diversified portfolio of healthcare property and related assets, including direct property, unlisted managed funds, Listed REITs, property syndicates or companies that mainly hold healthcare property.The Fund may also invest in similar international healthcare related assets in countries with healthcare systems and property markets with key attributes similar to Australia.0.0000F00000ZGH1XIUSA04GAQQuarterly92,755,318.0000Level 14,114 Albert RoadMelbourneVIC3,205.0000Perpetual Nominees LimitedfalseDaily0.00004.52003.83303.04805.00Australian_Unity_Healthcare_Property_Trust_2017.pdf92.0000  
5,356.0000F0AUS07330WHT0015AUResolution Capital Global Property SecsPropertyAUCA000023Equity Global Real Estate30 Sep 20081.550730 Jun 2017$892,100,081openOpen endResolution Capital LimitedPinnacle Fund Services Limited31 Dec 20171.71874.69126.118811.41868.436411.883211.077931 Dec 20171.68311.673031 Dec 20170.80000.00000.000030,000.00005.80130.00000.00000.00000.00008.362285.836531 Dec 2017To achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis.The Fund primarily invests in global listed REITs and real estate securities that derive most of their returns from rental income. The Fund's investments provide exposure to a range of underlying real estate from around the world including office buildings, shopping centres, industrial warehouses, residential communities, hotels and healthcare facilities. The Fund may also have exposure to companies which undertake activities such as real estate development, real estate construction contracting and real estate funds management activities.0.0000FOUSA09LZKFOUSA09LZJSemi-Annually128,122,118.0000Level 38,264-278 George StreetSydneyNSW2,000.0000RBC Investor Services Trust Limited49.0000falseDaily20.000055.610040.16414.443010.521010.75204.50Resolution_Capital_Global_Property_Securities_Fund.pdf7.0000  
6,275.0000F00000WL1BCIM0006AUCapital Group New Perspective (AU)International EquitiesAUCA000027Equity World Large Blend20 Nov 20151.040030 Jun 2016$94,619,820openOpen endCapital International IncCapital Group Investment Mgmt Ltd01 Jan 1970-2.58965.14908.100918.35158.057631 Dec 20171.16611.166131 Dec 20170.95000.000025,000.00000.00000.00000.00000.00000.00000.005399.994730 Apr 2017To achieve long-term capital growth by seeking to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships. Future income is a secondary objective.To provide long-term investment results exceeding those of the Benchmark.0.0000F00000ZPQRXIUSA04GWCNone608,698,746.000011100 SANTA MONICA BLVD,15TH FLOORLos AngelesCA90,025.0000JP Morgan Chase Bank (Australia)2.0000falseDaily99.99479.85804.50Capital_Group_New_Perspective_Fund_AU_10.12.16.pdf67.0000  
295.0000F000003ZBZFRT0011AUFranklin Templeton Multisector Bond WFixed IncomeAUCA000053Multi-Strategy Income04 Aug 20090.930030 Jun 2017$469,232,425openOpen endFranklin Templeton Investments Aus LtdFranklin Templeton Investments Aus Ltd31 Dec 2017-1.0507-1.0939-0.56113.01292.11993.35938.426931 Dec 20171.13091.130931 Dec 20170.93000.000025,000.00000.00000.000090.44500.00000.00009.55500.000030 Nov 2017The investment objective of the Fund is to maximise total investment return, consisting of a combination of interest income, capital appreciation and currency gains by investing in fixed income securities and debt obligations worldwide.The Fund invests primarily in global fixed and floating-rate debt instruments and debt obligations (including convertible bonds) of governments, government-related or corporate issuers worldwide and various currencies worldwide.0.0000F00000U52FFOUSA06MATQuarterly137,298,714.0000Level 19,101 Collins StreetMelbourneVIC3,000.0000JP Morgan Chase Bank (Australia)124.0000falseDaily59.270044.91223.91506.09005.88204.25Franklin_Templeton_Multisector_Bond_Fund_2017.pdf24.0000  
3,662.0000F0AUS05W0BRFA0051AUBT Wholesale Global Property SecuritiesPropertyAUCA000023Equity Global Real Estate26 Jul 20040.950030 Jun 2017$149,990,834openOpen endBT Investment Management LtdBT Investment Management Ltd31 Dec 20171.25043.29114.81188.51755.66139.72056.59799.465431 Dec 20171.06351.060831 Dec 20170.95000.00000.000025,000.00000.00000.00000.00000.00000.00005.592594.407631 Dec 2017The Fund aims to provide a return (before fees, costs and taxes) that exceeds the return from the FTSE EPRA/NAREIT Developed ex Australia hedged in AUD Net TRI over the medium to long term.This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of international listed property securities and are prepared to accept higher variability of returns. The Fund invests primarily in listed property securities in North American, European and Asian (ex Australia) markets.0.0000FOUSA09LW9FOUSA09LZJSemi-Annually108,227,005.0000Level 15; Chifley Tower,2 Chifley SquareSydneyNSW2,000.0000J.P. Morgan Nominees Pty Limited108.0000falseDaily28.950031.58624.080010.670011.021020.02804.25BT_Wholesale_Global_Property_Securities_Fund_2017.pdf120.0000  
4,575.0000F00000TEC3ETL0388AUWilliam Blair Global LeadersInternational EquitiesAUCA000028Equity World Large Growth09 Dec 20130.999030 Jun 2015$3,108,400openOpen endWilliam Blair Investment Management, LLCEquity Trustees Ltd31 Dec 2017-2.08908.866313.078921.194812.435213.829031 Dec 20171.69201.692031 Dec 20171.00000.0000500,000.00000.00000.00000.00000.00000.00000.00000.000030 Sep 2017The William Blair Global Growth Fund seeks long-term capital appreciation measured in US$. The Global Growth Fund invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes worldwide, that the Investment Manager believes have above-average growth, profitability and quality characteristics. The Global Growth Fund is measured against the MSCI All Country World (IMI) Index (net) as its primary index and the MSCI All Country World Index-Growth as a secondary index.0.0000F00000XRG2XIUSA04GWCAnnually166,588,549.0000The William Blair Building,150 North Riverside PlazaChicagoIL60,606.0000Citigroup Pty Ltd1.0000falseDaily100.000010.450012.29404.25William_Blair_Global_Leaders.pdf74.0000  
5,252.0000F00000S3EPETL0381AURobeco Emerging Conservative Equity AUDInternational EquitiesAUCA000008Equity Emerging Markets04 Oct 20130.960001 Jul 2017$71,577,027openOpen endRobeco Hong Kong LtdEquity Trustees Ltd31 Dec 20170.75535.80158.716918.71767.576510.031131 Dec 20171.40971.400631 Dec 20170.90000.000010,000.00000.000099.56710.00000.00000.00000.43290.000030 Nov 2017The Fund aims to achieve capital growth equal to, or greater than the Benchmark with lower volatility over the long term by investing globally in listed securities of companies having their registered office or exercising a preponderant part of their economic activities in emerging countries through the Underlying Fund.The investment strategy of the Underlying Fund seeks to capture the low risk anomaly. Analysis by Robeco has shown that low-risk stocks (in terms of volatility and beta) are able to generate returns equal to, or greater than, the market with lower associated risks. The beta of a stock or portfolio is a number describing the correlated volatility of an asset in relation to the volatility of the benchmark that the asset is being compared to.0.0000XIUSA04GW0XIUSA04GW0Semi-Annually165,582,543.0000Room 2707, 27/F Man Yee Building,68 Des Voeux Road Central, CentralHong Kong254.0000falseDaily16.64487.33908.75504.25Robeco_Emerging_Conservative_Equity_Fund.pdf107.0000  
5,304.0000F0AUS0639UCOL0001AUFolkestone Maxim A-REIT SecuritiesPropertyAUCA000022Equity Australia Real Estate17 Oct 20050.950011 Jun 2014$39,369,857openOpen endFolkestone Maxim Asset ManagementOne Managed Investment Funds Limited31 Dec 20170.87157.804811.333411.985514.384515.43502.86655.235931 Dec 20170.91900.914431 Dec 20170.95000.00000.00005,000.000098.26000.00000.00000.00000.00001.74000.000031 Dec 2017The aim is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment.Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim's investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.0.0000XIUSA04GATXIUSA04GATQuarterly116,193,563.0000Level 10,60 Carrington StreetSydneyNSW2,000.0000ANZ Custodian Services20.0000falseDaily75.62908.076010.613010.226018.26004.25Folkestone_Maxim_A-REIT_Securities_Fund_2017.pdf42.0000  
5,355.0000F0AUS07332TGP0016AURARE Infrastructure IncomePropertyAUCA000050Infrastructure - Global09 Jul 20081.025030 Jun 2016$4,093,359openOpen endRARE Infrastructure LimitedLegg Mason Asset Management Ltd (AU)31 Dec 2017-0.6971-1.7247-1.243010.30627.173211.210811.563731 Dec 20171.31521.310631 Dec 20171.02500.00000.000020,000.000012.701186.57000.00000.00000.00000.73050.000031 Dec 2017To provide investors with regular and stable income, comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund's currency exposure back to Australian Dollars.The Fund will hold a diverse range of global infrastructure securities across a number of infrastructure sub-sectors such as gas, electricity and water utilities, toll-roads, airports, rail and communication infrastructure and across geographic regions.0.0000F00000ZF86FOUSA08PEDQuarterly132,182,631.0000Level 47,120 Collins StreetMelbourneVIC3,000.000036.0000falseDaily10.250028.200045.86768.540010.65409.27004.25RARE_Infrastructure_Income_Fund_2017.pdf122.0000  
5,463.0000F00000ORSEETL0273AUAllan Gray Australia StableMulti-AssetAUCA000041Multisector Moderate01 Jul 20111.900030 Jun 2017$231,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Dec 20171.41323.32264.73047.49327.87627.56657.634931 Dec 20171.22621.223831 Dec 20170.26000.000010,000.000026.40740.00000.00000.00000.000073.59720.000030 Sep 2017The fund aims to provide a long-term return that exceeds the Benchmark, with less volatility than the Australian sharemarket.The Fund's default position will be investments in cash and money market instrument issued by, or with, entities that have at least an investment grade credit rating issued by Standard & Poor's or Moody's, such as Australian banks. The only time the Fund will not invest in such cash and money market instruments is if Allan Gray identifies an investment opportunity that offers long-term value. Such investments can only comprise up to 50% of the Fund's net asset value at any one time.0.0000FOUSA07E7EXIUSA04GIZQuarterly149,681,774.0000Level 2 Challis House,4 Martin PlaceSydneyNSW2,000.0000Citibank26.0000falseDaily20.000019.86862.08103.69303.54304.25Allan_Gray_Australia_Stable_Fund_2017.pdf71.0000  
5,555.0000F00000W8J3MPL0008AUMBA Global Listed Infrastructure-HedgePropertyAUCA000050Infrastructure - Global14 Jul 20151.000030 Jun 2017$205,201,087openOpen endMaple-Brown Abbott Global Listed Infrastructure Pty LtdMaple-Brown Abbott Limited01 Jan 1970-1.2426-0.8173-0.78266.98779.939631 Dec 20171.13311.128531 Dec 20171.00000.000020,000.00008.662884.86890.00000.00000.00006.46840.000031 Dec 2017The Fund aims to outperform the benchmark over rolling 5 year periods. An accumulation index, maintained daily by us, comprised of the OECD Total Inflation Index plus 5.5% per annum.The fund is an actively managed global listed infrastructure securities portfolio with a focus on regulated, contracted and concession assets or networks that provide essential services. These infrastructure assets typically deliver lower volatility and higher earnings stability as well as higher inflation protection compared with broader global equities. We will substantially hedge all of the Fund's currency exposure back to Australian dollars.0.0000F00000ZF87FOUSA08PEDQuarterly164,901,982.0000Level 31,259 George StreetSydneyNSW2,000.00002.0000falseDaily99.22566.55504.25Maple-Brown_Abbott_Global_Listed_Infrastructure_Fund_2017.pdf117.0000  
5,743.0000F0AUS06QYJLTC0002AULa Trobe Financial 12 Month Term AccountFixed IncomeAUCA000052Mortgages Aggressive01 Oct 20021.500030 Jun 2017$1,026,662,452openOpen endLa Trobe Financial Asset Management LimitedLa Trobe Financial Asset Management Limited01 Jan 19700.43331.30562.62835.32575.41175.80736.79936.993631 Dec 20171.00001.000031 Dec 20171.47000.00000.00001,000.00000.00000.000090.59000.00000.00009.40800.000031 Dec 201712 Month Term Account aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in a wide range of loans secured by a mortgage in a range of industry sectors, with geographic diversification across Australia.12 Month Term Account is invested almost entirely in mortgages, with the exception of small cash holdings held to meet cash requirements. 12 Month Term Account aims to hold mortgages in a range of security types, with geographic diversification across Australia.0.0000F00000US62FOUSA06MASMonthly88,178,321.0000Level 25,333 Collins StreetMelbourneVic3,000.0000La Trobe Capital & Mortgage Corp LtdfalseMonthly0.00000.00000.05300.14500.30204.25La_Trobe_Australian_Credit_Fund_–_12_Month_Term_Account.pdf62.0000  
6,401.0000F00000VHG7GTU0109AUInvesco WS Global Targeted Returns AAlternativesAUCA000067Alternative Strategies - Diversified27 Feb 20150.950030 Jun 2017$1,394,836,623openOpen endInvesco Australia LimitedInvesco Australia Limited01 Jan 1970-0.6075-0.1453-1.07492.34233.028631 Dec 20171.03701.030831 Dec 20170.95000.000020,000.00000.00000.00000.00000.00000.00000.530099.470031 Dec 2017The Invesco Wholesale Global Targeted Returns Fund aims to achieve a positive total return in all market conditions, targeting a gross return of 5% p.a. above the Bloomberg Ausbond Bank Bill Index with less than half the volatility of global equities (referencing the MSCI World Index) over rolling three-year periods.The Fund invests in the Underlying Fund, and aims to be as close to fully invested as practical at all times. The Underlying Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.0.0000F00000W5V0FOUSA07E9JAnnually603,987,015.0000Level 26,333 Collins StreetMelbourneVIC3,000.0000JP Morgan Chase Bank (Australia)1,827.0000falseDaily59.70672.49804.25Invesco_Wholesale_Global_Targeted_Returns_Fund_2017.pdf48.0000  
6,665.0000F0AUS071EMMGE0002AUMagellan InfrastructurePropertyAUCA000050Infrastructure - Global29 Jun 20071.150030 Jun 2017$1,504,649,000openOpen endMagellan Asset Management LimitedMagellan Asset Management Limited31 Dec 2017-1.08103.98944.977317.431411.504514.85618.88158.637831 Dec 20171.29411.290331 Dec 20171.05000.00000.000010,000.000018.611772.55610.00000.00000.00008.83060.000031 Dec 2017The primary objective of the Fund is to achieve attractive risk adjusted returns over the medium to long term, while reducing the risk of permanent capital loss.The Fund primarily invests in the securities of companies listed on stock exchanges around the world, but will also have some exposure to cash. The Fund can use foreign exchange contracts to facilitate settlement of stock purchases and to mitigate currency risk on specific investments within the portfolio.0.0000FOUSA08PEDFOUSA08PEDSemi-Annually126,367,226.0000Level 36, MLC Centre,19 Martin PlaceSydneyNSW2,000.0000Northern Trust Company34.0000falseDaily10.000016.850048.95218.63408.72708.230012.24704.25Magellan_Infrastructure_Fund_2017.pdf121.0000  
6,754.0000F0AUS072ABETL0060AUAllan Gray Australia Equity AAustralian EquitiesAUCA000017Equity Australia Mid/Small Value01 Jan 20062.120030 Jun 2017$1,533,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Dec 20174.739711.161913.912919.160914.949615.43166.98919.509131 Dec 20171.78391.776731 Dec 20170.77000.00000.000010,000.000098.84570.00000.00000.00000.00001.15430.000030 Sep 2017The fund seeks long-term returns that are higher than the Benchmark.The Fund employs the Allan Gray investment philosophy to search for ASX investments based on defined investment restrictions.0.0000XIUSA04GAUXIUSA04GARAnnually117,746,666.0000Level 2 Challis House,4 Martin PlaceSydneyNSW2,000.0000Citibank Australia53.0000falseDaily20.000026.000059.37016.840012.722012.486017.68904.25Allan_Gray_Australia_Equity_Fund_2017.pdf72.0000  
6,921.0000F00000VIBJETL0415AURobeco BP Global Premium Equities AUDInternational EquitiesAUCA000027Equity World Large Blend26 Nov 20140.870030 Jun 2017$7,788,139openOpen endRobeco Hong Kong LtdEquity Trustees Ltd31 Dec 2017-1.60046.36488.228211.885611.526612.020731 Dec 20171.30611.303531 Dec 20170.85000.000010,000.00000.311996.26050.00000.00000.00003.42760.000030 Nov 2017The fund aims to achieve capital growth over the medium to long-term by investing in listed securities of companies around the world through the underlying fund. The focus of the underlying fund is on investing in companies that are undervalued and combine attractive valuation with a catalyst for change.The portfolio of the underlying fund is built from the bottom-up through fundamental research. The portfolio construction process is aided by quantitative effeciency tools.0.0000XIUSA04GVXXIUSA04GWCSemi-Annually600,426,293.0000Room 2707, 27/F Man Yee Building,68 Des Voeux Road Central, CentralHong Kong118.0000falseDaily21.01519.217011.06704.25Robeco_BP_Global_Premium_Equities_Fund.pdf105.0000  
7,603.0000F00000X6XMBFL0020AUQuay Global Real Estate-Daily SeriesPropertyAUCA000023Equity Global Real Estate29 Jan 20161.060030 Jun 2017$47,342,408openOpen endQuay Global Investors Pty LtdBennelong Funds Management Ltd01 Jan 1970-1.31204.77315.58128.52406.029931 Dec 20171.05761.051831 Dec 20170.82000.000020,000.00005.53840.00000.00000.00000.00007.746786.714931 Dec 2017To generate a real total return of at least 5% above CPI per annum over a 5+ year investment horizon. The return objective is before fees and costs.Investments will be limited to listed real estate securities of entities on stock exchanges from around the world, where the majority of income is derived from leases, rent and other real estate related income. The Fund may also use exchange traded derivatives for non-currency hedging purposes or to gain exposure to investment markets where the underlying economic exposure is consistent with the Investment Objective of the Fund.0.0000F00000V356FOUSA09LZJSemi-Annually610,224,381.0000Bennelong House Level 2,9 Queen StreetMelbourneVIC3,000.0000RBC Investor & Treasury Services26.0000falseDaily15.380043.70598.58604.25Quay Global Real Estate Fund.pdf93.0000  

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