Funds

Retail Funds

Single Sector Funds

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
Australian Equity FundSeven yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload
Global Shares FundSeven yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload
Listed Property FundSix yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload

Multi Sector Funds

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
Diversified Growth FundFour yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload
Diversified Balanced FundThree yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload
Diversified Conservative FundTwo yearsPerformancePerformanceUnit PricesUnit PricesProfile - Entry FeeProfile - Nil Entry FeeDownload

Wholesale Funds

Single Sector Funds

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
Australian Equities FundSeven yearsPerformanceUnit PricesProfile - Entry FeeDownload
International Equities FundSeven yearsPerformanceUnit PricesProfile - Entry FeeDownload
Property FundSix yearsPerformanceUnit PricesProfile - Entry FeeDownload
International Property Fund (opened November 2008)Six yearsProfile - Entry FeeDownload
Alternatives Fund (opened November 2008)Seven yearsProfile - Entry FeeDownload
Fixed Interest FundTwo yearsPerformanceUnit PricesProfile - Entry FeeDownload
High Yield FundThree yearsPerformanceUnit PricesProfile - Entry FeeDownload
Cash FundNo minimumPerformanceUnit PricesProfile - Entry FeeDownload
Cash Management Fund (S&P AAAm Rated)No minimumPerformanceUnit PricesProfile - Entry FeeDownload

Multi Sector Funds

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
Capital High Growth FundSix yearsPerformanceUnit PricesProfile - Entry FeeDownload
Diversified Agressive FundFive yearsPerformanceUnit PricesProfile - Entry FeeDownload
Capital Growth FundFour yearsPerformanceUnit PricesProfile - Entry FeeDownload
Capital Balanced FundThree YearsPerformanceUnit PricesProfile - Entry FeeDownload
Capital Stable FundTwo yearsPerformanceUnit PricesProfile - Entry FeeDownload
Capital Secure FundOne yearPerformanceUnit PricesProfile - Entry FeeDownload
United Core Portfolio FundsDownload