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NRMSIDAPIR/ARSNProduct NameRatingAsset ClassSectorRawSectorComm. DtICRICR DateSizeStatusInvest. StructureMgr NameResp EntityRating DateRet 1m(%)Ret 3m(%)Ret 6m(%)Ret 1y(%)Ret 3y(%)Ret 5y(%)Ret 10y(%)InceptionPerf 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 HoldingsRatingTypeReports ( print selected)
1,071.0000F0AUS05FE5AUS0112AUAus Unity Healthcare Property WholesalePropertyAUCA000046Unlisted and Direct Property14 Feb 20021.100030 Jun 2019$1,650,043,382openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19700.59422.88136.114011.098213.303513.052510.362711.788631 Dec 20191.92761.862131 Dec 20190.77000.00000.00005,000.00003.58630.00000.00000.000093.75832.65540.000031 Dec 2019The 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 LimitedfalseDaily0.00000.00002.42105.02604.85703.81300.000030 Jun 20190.000028 Feb 20024.75Aust_Unity_Healthcare_PPTY_Trust_-_Wholesale_Units_2019.pdf20.0000Open
2,944.0000F0AUS05CM0AUS0102AUAUI Healthcare Property Trust RPropertyAUCA000046Unlisted and Direct Property01 Jul 19991.150030 Jun 2019$1,650,043,382openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19700.54902.74385.831610.540412.741012.50049.716510.829131 Dec 20191.97191.904931 Dec 20191.13000.00000.00001,000.00003.58630.00000.00000.000093.75832.65540.000031 Dec 2019The 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 LimitedfalseDaily0.00000.00002.42103.87304.18103.40200.000030 Jun 20190.000001 Jul 19994.75Aust_Unity_Healthcare_PPTY_Trust_-_Wholesale_Units_2019.pdf91.0000Open
6,520.0000F000002OG5AUS0037AUAUI Healthcare Property Trust APropertyAUCA000046Unlisted and Direct Property25 Feb 20091.220030 Jun 2019$1,650,043,382openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19700.48342.34805.01019.174210.930010.71748.77498.085431 Dec 20191.23961.205731 Dec 20190.75000.00000.00005,000.00003.58630.00000.00000.000093.75832.65540.000031 Dec 2019The 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 LimitedfalseDaily0.00000.00001.97103.13203.21402.79600.000030 Jun 20190.000002 Mar 20094.75Aust_Unity_Healthcare_PPTY_Trust_-_Wholesale_Units_2019.pdf92.0000Open
1,755.0000F00000TIOGMAQ0831AUTrue Index Global Infrastructure SecsPropertyAUCA000050Infrastructure - Global21 Dec 20090.000031 Mar 2019$226,327,893openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-0.0585-1.05585.144125.243413.262011.652211.360111.244831 Dec 20191.67251.665931 Dec 20190.00000.00008.583489.71870.00000.00000.00001.69790.000031 Dec 20190.0000FOUSA08PEDQuarterly134,225,915.00001,Shelley StreetSydneyNSW2,001.0000falseDaily6.61509.10109.82209.54900.000031 Mar 20190.000021 Dec 20094.50Macquarie_True_Index_2019.pdf229.0000Open
1,756.0000F00000TIOEMAQ0832AUMacquarie True Index Glbl Rel Est SecsPropertyAUCA000023Equity Global Real Estate16 Oct 20120.000031 Mar 2019$147,793,366openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-3.3004-2.37466.284922.10029.37108.810112.772831 Dec 20191.62931.621331 Dec 20190.00000.0000500,000.00003.45430.00000.00000.00000.00001.547194.998631 Dec 20190.0000FOUSA09LZJQuarterly134,225,406.00001,Shelley StreetSydneyNSW2,001.0000falseDaily9.30109.297011.10600.000031 Mar 20190.000016 Oct 20124.50Macquarie_True_Index_2019.pdf227.0000Open
1,757.0000F00000TIODMAQ0830AUHedged Index Global Real Estate SecsPropertyAUCA000023Equity Global Real Estate16 Oct 20120.000031 Mar 2019$471,165,490openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-0.24850.59516.243921.01587.79186.55779.483031 Dec 20191.29241.284631 Dec 20190.00000.00000.00003.46350.00000.00000.00000.00001.286695.249931 Dec 2019The Fund provides exposure to the performance of the FTSE EPRA/NAREIT Developed Index Net Total Return Index (hedged in AUD) (Index). It aims to generate capital growth and income.The Fund gains exposure to the performance of the Index by investing in the Macquarie True Index Global Real Estate Securities Fund. Macquarie is the responsible entity of the Underlying Fund, which is also managed by the Investment Manager. The Underlying Fund is designed to result in pre-tax returns for investors that equal1 the returns provided by the Index and seeks to achieve this by investing in shares, derivatives and cash, either directly or through Underlying funds that are managed by members of the Macquarie Group.0.0000FOUSA09LZJFOUSA09LZJQuarterly155,002,949.00001,Shelley StreetSydneyNSW2,001.0000falseDaily10.37709.946010.96700.000031 Mar 20190.000016 Oct 20124.50Macquarie_True_Index_2019.pdf228.0000Open
1,758.0000F00000TIOCMAQ0829AUHedged Index Global Infrastructure SecsPropertyAUCA000050Infrastructure - Global18 Dec 20090.000031 Mar 2019$240,280,341openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 20192.66901.55685.059724.113711.749410.026812.378912.521531 Dec 20191.57341.565631 Dec 20190.00000.00000.00008.551089.38010.00000.00000.00002.06890.000031 Dec 2019The Fund provides exposure to the performance of the FTSE Developed Core Infrastructure 50/50 Net Total Return Index in Australian Dollars (hedged) (Index). It aims to generate capital growth and income.The Fund gains exposure to the performance of the Index by investing in the Macquarie True Index Global Infrastructure Securities Fund. Macquarie is the responsible entity of the Underlying Fund, which is also managed by the Investment Manager. The Underlying Fund is designed to result in pre-tax returns for investors that equal the returns provided by the Index and seeks to achieve this by investing in shares, derivatives and cash, either directly or through Underlying funds that are managed by members of the Macquarie Group.0.0000F00000X49OFOUSA08PEDQuarterly134,226,181.00001,Shelley StreetSydneyNSW2,001.0000falseDaily7.44008.19508.734012.69800.000031 Mar 20190.000018 Dec 20094.50Macquarie_True_Index_2019.pdf230.0000Open
2,759.0000F0AUS05COGMAQ0266AUMacquarie Index Tracking Global BondFixed IncomeAUCA000033Bonds - Global28 Feb 20020.000031 Mar 2019$173,504,422openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-0.6079-1.64001.15226.59573.84294.01995.98276.720631 Dec 20190.87330.871531 Dec 20190.00000.0000500,000.00000.00000.000097.51380.00000.00002.48620.000001 Jan 1970The Fund provides exposure to the performance of the Citigroup (Customised Benchmark) M1 Global ex-Australia hedged to Australian dollars (Index), and is designed to generate a return equal to the Index returns, less 0.12% pa (Index Tracking).Index Tracking results in pre-tax returns for investors that equal the returns provided by the Index, less 0.12% pa.0.0000F00000UTPNXIUSA04G7YQuarterly99,117,558.00001,Shelley StreetSydneyNSW2,001.0000Bond Street Custodians LimitedfalseDaily0.00004.15702.98003.28903.01000.000031 Mar 20190.000028 Feb 20024.50Macquarie_True_Index_2019.pdf232.0000Open
2,760.0000F0AUS05COFMAQ0211AUMacquarie True Index Aust Fixed InterestFixed IncomeAUCA000007Bonds - Australia25 Oct 20000.000031 Mar 2019$1,172,202,272openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-1.6417-1.32630.62537.25605.16134.18305.75195.922231 Dec 20191.04741.046331 Dec 20190.00000.00000.0000100,000.00000.00000.000092.55160.00000.00007.44840.000001 Jan 1970The Fund provides exposure to the performance of the UBS Composite Bond Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.0.0000FOUSA06MATFOUSA06MATQuarterly93,394,793.00001,Shelley StreetSydneyNSW2,001.0000Not ApplicablefalseDaily0.00003.54302.62302.78902.78000.000031 Mar 20190.000025 Oct 20004.50Macquarie_True_Index_2019.pdf231.0000Open
3,549.0000F0AUS05DV6MAQ0288AUMacquarie True Index Australian SharesAustralian EquitiesAUCA000011Equity Australia Large Blend14 Apr 20030.000031 Mar 2019$471,144,352openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-2.01910.70963.282123.763610.39059.11237.79919.660831 Dec 20191.73961.735831 Dec 20190.00000.0000100,000.000099.35220.00000.00000.00000.00000.64780.000031 Dec 2019The Fund provides exposure to the performance of the S&P/ASX 300 Accumulation Index (Index) and is designed to generate a return equal to the Index return before management fees are deducted. The suggested investment timeframe is 3 to 5 years.True Index-Linking results in pre-tax returns for investors that equal the returns provided by the Index before management fees are deducted.0.0000XIUSA04GAUXIUSA04GASQuarterly103,324,821.00001,Shelley StreetSydneyNSW2,001.0000Bond Street Custodians Limited347.0000falseDaily42.98038.43808.587010.721011.41600.000031 Mar 20190.000014 Apr 20034.50Macquarie_True_Index_2019.pdf225.0000Open
6,023.0000F0AUS07330WHT0015AUResolution Capital Global Property SecsPropertyAUCA000023Equity Global Real Estate30 Sep 20081.210030 Jun 2019$1,253,259,719openOpen endResolution Capital LimitedPinnacle Fund Services Limited31 Dec 2019-0.72551.03336.698323.72089.59718.540812.377710.652431 Dec 20191.86091.853431 Dec 20190.80000.00000.000025,000.00004.64860.00000.00000.00000.00006.966288.385331 Dec 2019To 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.0.0000FOUSA09LZJFOUSA09LZJSemi-Annually128,122,118.0000Level 38,264-278 George StreetSydneyNSW2,000.0000RBC Investor Services Trust Limited45.0000falseDaily20.000055.610041.855910.82709.650010.825012.13200.410030 Jun 20190.410030 Sep 20084.50Resolution_Capital_Global_Property_Securities_Fund_2019.pdf7.0000Open
6,130.0000F00000ORSEETL0273AUAllan Gray Australia StableMulti-AssetAUCA000041Multisector Moderate01 Jul 20110.730030 Jun 2019$354,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Dec 2019-0.01660.64981.99627.41374.72296.04856.615931 Dec 20191.21051.208131 Dec 20190.26000.000010,000.000019.50080.00000.00000.00000.000080.49920.000031 Dec 2019The 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 PlaceSydneyNSW2,000.0000Citibank13.0000falseDaily20.000011.31152.69702.89403.53001.150001 Nov 20180.480001 Jul 20114.50Allan_Gray_Australia_Stable_Fund_2019.pdf71.0000Open
6,223.0000F00000W8J3MPL0008AUMBA Global Listed Infrastructure-HedgePropertyAUCA000050Infrastructure - Global14 Jul 20151.000030 Jun 2019$375,286,630openOpen endMaple-Brown Abbott LimitedMaple-Brown Abbott Limited31 Dec 20193.70623.31195.937925.21137.63619.054731 Dec 20191.22701.222831 Dec 20191.00000.000020,000.00000.000094.95580.00000.00000.00005.04420.000031 Dec 2019The 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 StreetSydneyNSW2,000.00001.0000falseDaily15.7800100.89648.32407.98300.000001 Feb 20170.000014 Jul 20154.50Maple-Brown_Abbott_Global_Listed_Infra_Fund_Hdg_&_Unhdg_2019.pdf2.0000Open
6,494.0000F00000U3LIMAQ0789AUMacquarie True Index Cash FundCashAUCA000043Australian Cash03 Apr 20060.000031 Mar 2019$101,887,254openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.01 Jan 19700.06860.23310.52511.49661.72431.91392.86963.702331 Dec 20190.97550.975531 Dec 20190.00000.0000500,000.00000.00000.000054.96620.00000.000045.03380.000031 Dec 2019The Fund provides exposure to the performance of the UBS Bank Bill Index (Index), and is designed to generate a return equal to the Index returns (True Indexing).True Indexing results in pre-tax returns for investors that equal the returns provided by the Index.0.0000FOUSA06MASFOUSA07E9JQuarterly118,888,547.00001,Shelley StreetSydneyNSW2,001.0000falseDaily0.68800.39100.31300.40100.000031 Mar 20190.000003 Apr 20064.50Macquarie_True_Index_2019.pdf233.0000Open
6,900.0000F0000044W0MAQ0633AUMacquarie True Index International EqsInternational EquitiesAUCA000027Equity World Large Blend22 Sep 20060.000031 Mar 2019$359,549,083openOpen endMacquarie Investment Management Aus Ltd.Macquarie Investment Management Aus Ltd.31 Dec 2019-0.86424.20189.081828.042414.023712.366412.45196.648131 Dec 20191.23031.225531 Dec 20190.00000.0000500,000.00000.000098.87510.00000.00000.00001.12490.000031 Dec 2019The Fund provides exposure to the performance of the MSCI World ex-Australia Net Dividends Reinvested Index in Australian dollars (unhedged) (Index), and is designed to generate a return equal to the Index returns (True Indexing).True Indexing results in pre-tax returns for investors that equal the returns provided by the Index. Provides investors with pre-tax returns that equal the returns of the MSCI World ex-Australia Net Dividends Reinvested Index in Australian dollars (unhedged) (Index), known as 'True Indexing'.0.0000XIUSA04GWCXIUSA04GWCQuarterly121,530,041.00001,Shelley StreetSydneyNSW2,001.00001,520.0000falseDaily9.780910.10509.803010.626010.20900.000031 Mar 20190.000029 Jan 20074.50Macquarie_True_Index_2019.pdf226.0000Open
6,942.0000F00000WL1CCIM0008AUCapital Group New Perspective Hdg (AU)International EquitiesAUCA000054Equity World - Currency Hedged20 Nov 20150.950030 Jun 2019$78,945,360openOpen endCapital International IncCapital Group Investment Mgmt Ltd31 Dec 20192.64548.56978.943529.164915.307511.462431 Dec 20191.42401.424031 Dec 20190.95000.000025,000.00000.069995.62990.01060.00000.00004.28250.007131 Dec 2019To achieve long-term capital growth by seeking to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships, while limiting exposure to currencies other than A$ through passive hedging. Future income is a secondary objective.To provide long-term investment results exceeding those of the Benchmark.0.0000F00000W1AIF000010SXIQuarterly608,699,234.000025, Bedford Street,London WC2E 9 HNJP Morgan Chase Bank (Australia)297.0000falseDaily0.000019.442112.130011.20400.000028 Jun 20190.000020 Nov 20154.50Capital_Group_New_Perspective_Fund_AU_unhedged_2019.pdf182.0000Open
6,943.0000F00000WL1BCIM0006AUCapital Group New Perspective (AU)International EquitiesAUCA000027Equity World Large Blend20 Nov 20150.950030 Jun 2019$517,837,800openOpen endCapital International IncCapital Group Investment Mgmt Ltd31 Dec 2019-0.31435.77329.318530.000416.879711.923631 Dec 20191.55421.554231 Dec 20190.95000.000025,000.00000.069995.62990.01060.00000.00004.28250.007131 Dec 2019To 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.0.0000F00000ZPQRXIUSA04GWCQuarterly608,698,746.000025, Bedford Street,London WC2E 9 HNJP Morgan Chase Bank (Australia)297.0000falseDaily0.000023.330019.442110.937010.79400.000028 Jun 20190.000020 Nov 20154.50Capital_Group_New_Perspective_Fund_AU_unhedged_2019.pdf67.0000Open
7,205.0000F0AUS071NBMAQ0482AUWinton Global AlphaAlternativesAUCA000068Alternative Strategies - Managed Futures28 May 20071.990030 Jun 2019$1,865,696,772openOpen endWinton Capital Management Ltd.Macquarie Investment Management Aus Ltd.31 Dec 20190.0508-3.65001.31070.39901.85031.92926.19777.460831 Dec 20191.18731.182631 Dec 20191.78000.00000.000020,000.00000.00000.00000.00000.00000.00000.0000100.000031 Dec 2019The Fund aims to generate long-term total returns from a specialist managed futures strategy.The Fund is actively managed and invests in exchange-traded futures contracts, exchange traded forward contracts and cash.0.0000FOUSA07E9JSemi-Annually124,282,971.00001,Shelley StreetSydneyNSW2,001.0000Bond Street Custodians LimitedfalseDaily16.40000.00008.97407.78208.23207.96100.210030 Jun 20190.210028 May 20074.50Winton_Global_Alpha_Fund_2019.pdf177.0000Open
7,421.0000F0AUS072ABETL0060AUAllan Gray Australia Equity AAustralian EquitiesAUCA000017Equity Australia Mid/Small Value04 May 20060.770030 Jun 2019$1,940,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Dec 2019-1.9818-0.54473.873622.381510.561711.491210.25058.584631 Dec 20191.72301.716231 Dec 20190.77000.00000.000010,000.000098.82470.00000.00000.00000.00001.17530.000031 Dec 2019The 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.0.0000XIUSA04GASXIUSA04GARAnnually117,746,666.0000Level 2 Challis House,4 Martin PlaceSydneyNSW2,000.0000Citibank Australia28.0000falseDaily20.000025.500055.833411.117010.324012.265012.41500.680001 Nov 20180.000004 May 20064.50Allan_Gray_Equity_Fund_Class_A_2019.pdf72.0000Open
8,260.0000F00000X6XMBFL0020AUQuay Global Real Estate-Daily SeriesPropertyAUCA000023Equity Global Real Estate29 Jan 20161.350030 Jun 2019$217,330,788openOpen endQuay Global Investors Pty LtdBennelong Funds Management Ltd31 Dec 2019-3.2468-1.39885.823523.885012.960510.638131 Dec 20191.34951.342131 Dec 20190.82000.000020,000.00004.51960.00000.00000.00000.00008.075787.404731 Dec 2019To 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 Services27.0000falseDaily15.380039.79318.78609.45901.010030 Jun 20190.430029 Jan 20164.50Quay_Global_Real_Estate_Fund_2019.pdf93.0000Open

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