How the Investment Menu works

 

 

Imputation and ChildBuilder Bonds offer you a menu of 29 Investment Portfolio choices. You can construct your Bond’s own investment mix by using just one, or diversifying across multiple Investment Portfolios from all of the menu's 29 options.  With the Bond’s switching facilities you have flexibility and the tax-freedom to change your Investment Portfolio mix at any time to suit your changing circumstances or market conditions.

 

View  Portfolio Option APIR Codes

 

CLICK on the links below to view a current Investment Portfolio Overview 

 

 

Category 1 – Outperforming Managed Funds

Asset Class # Type of Fund Investment Manager  
Cash and Fixed Interest 1 Cash MACQUARIE  
Cash and Fixed Interest 2 Australian Fixed Interest TYNDALL  
Cash and Fixed Interest 4 International Fixed Interest TYNDALL  

Hybrid

 3 Australian Hybrid UBS  

Property

 5 Australian Property Securities MLC  
Property 5A International Property Securities AMP CAPITAL  
Shares 6 Australian Shares DIMENSIONAL / TYNDALL  
Shares 7 Australian Small Cap Companies FAIRVIEW  
Shares 8 International Shares ABERDEEN  
Shares 9 International Small Cap Companies LAZARD  

Multi-Sector

 10 Sectoral Blend from Whole Menu AUSTOCK LIFE  

 

 

Category 2 – Indexed Portfolios

Asset Class # Type of Fund Investment Manager  

Fixed Interest

 12A Australian Fixed Interest Indexed VANGUARD  

Property

 12B Australian Property Securities VANGUARD  

Shares

 11 Australian Shares Indexed VANGUARD  
Shares 12 International Shares Indexed VANGUARD  

 

 

Category 3 – Mandated Managers

Asset Class # Type of Fund Investment Manager  

Term Deposits

 14A Cash and Term Deposits MUTUAL  

Hybrid

 13 Hybrid Securities SCHRODERS  

Fixed Interest/Property

 18 Mortgages * PERPETUAL  

Shares

 14 Australian Shares 50 Leaders MUTUAL  
Shares 15 Australian Shares PERPETUAL  
Shares 16 Geared Australian Shares PERPETUAL  
Shares 20 Australian Shares – Industrial PERPETUAL  
Shares 21 Ethical Australian Shares PERPETUAL  
Shares 23 IncomeBuilder MLC  
Shares 17 International Shares PERPETUAL  

Multi-Sector

 19 Balanced Growth PERPETUAL  

Multi-Sector

 22 Balanced Portfolio MLC  
         

*Closed to new or additional investments and switching from or to it.

 

Additional Investment Portfolio Options (added 17 April 2012)

Asset Class # Type of Fund Investment Manager  

Diversified

 24 Dimensional Multi-Factor Growth DIMENSIONAL  

Mortgages

 25 Equity Trustees Mortgage EQUITY TRUSTEES