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

Date
Fund manager additions
APIR
Date

28 October

Fund manager additions

Australian Ethical Balanced Fund Wholesale AUD

APIR

AUG0017AU

Date

21 October

Fund manager additions

CFS Real Return - Class A AUD

APIR

FSF5867AU

Date

21 October

Fund manager additions

C&S Global List Infrastructure - Class A AUD

APIR

FSF7301AU

Date

21 October

Fund manager additions

Resolution Capital Global Property Securities Fund (Unhedged) – SERIES II AUD

APIR

IOF0184AU

Date

21 October

Fund manager additions

ECP Growth Companies Fund AUD

APIR

OPS2991AU

Date
Fund manager additions
APIR
Date

30 September

Fund manager additions

JPMorgan Global Select Equity Fund - Class A (Hedged) Units AUD

APIR

PER7512AU 

Date

30 September

Fund manager additions

JPMorgan Global Select Equity Fund - Class A Units AUD

APIR

PER9997AU 

Date

23 September 

Fund manager additions

MLC MultiSeries 70 AUD

APIR

IOF0090AU

Date

23 September

Fund manager additions

MLC MultiSeries 30 AUD

APIR

IOF0253AU

Date

23 September 

Fund manager additions

MLC MultiSeries 50 AUD 

APIR

IOF0254AU 

Date

23 September 

Fund manager additions

MLC MultiSeries 90 AUD 

APIR

IOF0255AU 

Date

16 September 

Fund manager additions

Neuberger Berman Global Private Equity Access Fund Unhedged AUD 

APIR

ETL7896AU 

Date

9 September 

Fund manager additions

Challenger Guaranteed Income Fund - 4.80 cents p.a. 31 May 2026 (MV$1) AUD

APIR

CSI3766AU

Date

9 September 

Fund manager additions

Clime Australian Income Fund Retail Units AUD 

APIR

SLT1239AU 

Date
Fund manager additions
APIR
Date

26 August

Fund manager additions

T. Rowe Price Concentrated Global Equity Fund - I Class AUD   

APIR

ETL8650AU

Date

19 August 

Fund manager additions

Maple-Brown Abbott Australian Small Companies Fund AUD

APIR

MPL1241AU

Date

12 August 

Fund manager additions

Munro Global Growth Small & Mid Cap Fund - Class A AUD

APIR

GSF0874AU

Date

12 August

Fund manager additions

First Sentier Geared Australian Share Fund AUD

APIR

PIM7590AU

Date

12 August

Fund manager additions

Franklin K2 Athena Fund A AUD

APIR

SSB0495AU

Date

5 August

Fund manager additions

AUI Healthcare Property Trust A AUD

APIR

AUS0037AU

Date

5 August

Fund manager additions

Australian Unity Healthcare Property Trust-WholesaleUnits AUD

APIR

AUS0112AU

Date

5 August

Fund manager additions

T. Rowe Price Concentrated Global Equity Fund - I Class AUD

APIR

ETL8650AU

Date
Fund manager additions
APIR
Date

22 July

Fund manager additions

Fortlake Real-Higher Income Fund AUD

APIR

TAL0284AU

Date

22 July 

Fund manager additions

Fortlake Real-Income Fund AUD

APIR

TAL0590AU

Date

22 July

Fund manager additions

Spheria Australian Microcap Fund AUD

APIR

WHT0066AU

Date

22 July

Fund manager additions

KKR Private Equity (K-PRIME) Fund (AUD) B AUD

APIR

CHN0407AU

Date
Fund manager additions
APIR
Date

17 June

Fund manager additions

Neuberger Berman Global High Yield Fund AUD

APIR

ETL9987AU

Date

17 June

Fund manager additions

Mercer Australian Shares Fund AUD

APIR

MIN0006AU

Date

17 June

Fund manager additions

Mercer Cash Fund - Cash Units AUD

APIR

MIN0008AU

Date

17 June

Fund manager additions

Mercer Conservative Growth Fund Active Units AUD

APIR

MIN0009AU

Date

17 June

Fund manager additions

Mercer High Growth Fund AUD

APIR

MIN0012AU

Date

17 June

Fund manager additions

Mercer Growth Fund Active Units AUD

APIR

MIN0013AU

Date

17 June

Fund manager additions

Mercer Moderate Growth Fund Active Units AUD

APIR

MIN0014AU

Date

17 June

Fund manager additions

Mercer International Shares Fund AUD

APIR

MIN0015AU

Date

17 June

Fund manager additions

Mercer Hedged International Shares Fund AUD

APIR

MIN0016AU

Date

17 June

Fund manager additions

Mercer Conservative Growth Fund Enhanced Passive Units AUD

APIR

NCL1621AU

Date

17 June

Fund manager additions

Mercer Moderate Growth Fund Enhanced Passive Units AUD

APIR

NCL4286AU

Date

17 June

Fund manager additions

Mercer Growth Fund Enhanced Passive Units AUD

APIR

NCL4407AU

Date

11 June

Fund manager additions

BMYG Enhanced Income Fund (Wholesale)

APIR

BMY5511AU

Date

3 June

Fund manager additions

Challenger IM Multi-Sector Private Lending Fund Class P AUD (Wholesale)

APIR

HOW6713AU

Date

3 June

Fund manager additions

Fortlake Sigma Opportunities (Wholesale)

APIR

TAL1576AU

Date
Fund manager additions
APIR
Date

27 May

Fund manager additions

Yarra Higher Income Fund AUD

APIR

JBW4379AU

Date

27 May

Fund manager additions

Australia Pacific Pooled Fund AUD

APIR

APM8830AU

Date

27 May

Fund manager additions

Apollo Aligned Alternatives Fund AUD

APIR

HOW3532AU

Date

13 May

Fund manager additions

Lazard Defensive Australian Equity Fund AUD

APIR

LAZ0022AU

Date

13 May

Fund manager additions

Franklin Global Growth Fund (M class) AUD

APIR

FRT0010AU

Date

6 May

Fund manager additions

Federation Alternative Investments II Fund Retail AUD

APIR

FSM7521AU

Date

6 May

Fund manager additions

Vinva Global Systematic Equities Fund Class C AUD

APIR

BEG8747AU

Date
Fund manager additions
APIR
Date

29 April 

Fund manager additions

New Holland Tactical Alpha Fund – Class B Units 

APIR

CHN7480AU 

Date

29 April 

Fund manager additions

MFS Global Opportunistic Fixed Income Trust AUD

APIR

ETL6870AU 

Date

22 April 

Fund manager additions

UBS Microcap Fund AUD 

APIR

UBS0057AU 

Date

22 April 

Fund manager additions

Coolabah Floating-Rate High Yield Fund (Managed Fund) Assisted Investor Class AUD 

APIR

ETL5010AU 

Date

9 April 

Fund manager additions

State Street Floating Rate Fund AUD 

APIR

SST4725AU 

Date
Fund manager additions
APIR
Date

4 March

Fund manager additions

Yarra Global Small Companies Fund AUD 

APIR

JBW0103AU

Date

4 March

Fund manager additions

Nikko AM ARK Global Disruptive Innovation Fund AUD 

APIR

NIK1854AU

Date

4 March

Fund manager additions

WCM International Small Cap Growth Fund (Managed Fund) AUD 

APIR

SWI9720AU

Date

4 March

Fund manager additions

Man GLG Asia Opportunities 

APIR

GSF6910AU

Date

4 March

Fund manager additions

Invesco Wholesale Senior Secured Income Fund

APIR

CNA0805AU

Date
Fund manager additions
APIR
Date

26 February

Fund manager additions

BlackRock Advantage International Equity Fund AUD 

APIR

BAR0817AU

Date

26 February

Fund manager additions

BlackRock Advantage Hedged International Equity Fund AUD 

APIR

BGL0109AU

Date

26 February

Fund manager additions

La Trobe Financial 12 Month Term Account 

APIR

LTC0002AU

Date

26 February

Fund manager additions

Ophir Global High Conviction Fund Class B AUD 

APIR

PIM9456AU

Date

26 February

Fund manager additions

Yarra Ex-20 Australian Equities Fund AUD 

APIR

JBW0052AU

Date

19 February

Fund manager additions

Generation Global Share AUD

APIR

FSF0908AU

Date

19 February

Fund manager additions

Hamilton Lane Global Private Assets Fund (AUD) Hedged AUD

APIR

PIM1015AU

Date

19 February

Fund manager additions

Pendal MicroCap Opportunities Fund AUD 

APIR

RFA0061AU

Date

12 February

Fund manager additions

Armytage Australian Equity Income Fund AUD

APIR

ETL0148AU

Date

12 February

Fund manager additions

Nanuk New World Fund (Currency Hedged) AUD

APIR

ETL0535AU

Date

12 February

Fund manager additions

Ox Capital Dynamic Emerging Markets Fund AUD

APIR

HOW6479AU

Date

12 February

Fund manager additions

Yarra Enhanced Income Fund AUD 

APIR

JBW0018AU

Date

5 February

Fund manager additions

Advance Defensive Multi-Blend W AUD 

APIR

ADV0049AU

Date

5 February

Fund manager additions

Advance Balanced Multi-Blend W AUD

APIR

ADV0050AU

Date

5 February

Fund manager additions

Advance Growth Multi-Blend W AUD

APIR

ADV0085AU

Date

5 February

Fund manager additions

Advance High Growth Multi-Blend W AUD

APIR

ADV0087AU

Date

5 February 

Fund manager additions

Advance Moderate Multi-Blend W AUD

APIR

ADV0091AU

Date

5 February

Fund manager additions

MFS Global New Discovery Trust W AUD

APIR

ETL6156AU

Date

5 February

Fund manager additions

Man AHL Alpha (AUD) AUD

APIR

MAN0002AU

Date

5 February

Fund manager additions

Mercer Indexed Defensive Fund AUD

APIR

WFS0588AU

Date

5 February

Fund manager additions

Mercer Indexed Moderate Fund AUD

APIR

WFS0589AU

Date

5 February

Fund manager additions

Mercer Indexed Balanced Fund AUD

APIR

WFS0590AU

Date

5 February

Fund manager additions

Mercer Indexed Growth Fund AUD

APIR

WFS0591AU

Date

5 February

Fund manager additions

Mercer Indexed High Growth Fund AUD 

APIR

WFS0592AU

Date
Fund manager additions
APIR
Date

29 January 

Fund manager additions

Man AHL Alpha

APIR

MAN0002AU

Date

29 January

Fund manager additions

Merlon Concentrated Australian Share Fund Class A AUD

APIR

HOW2217AU

Date

29 January

Fund manager additions

abrdn Global Risk Mitigation Fund AUD

APIR

EQI4297AU

Date

29 January 

Fund manager additions

iShares Global Listed Property Index Fund Hedged Class S Units AUD

APIR

BLK9419AU

Date

29 January

Fund manager additions

iShares Wholesale Australian Listed Property Index Fund Class S AUD

APIR

BLK4709AU

Date

8 January

Fund manager additions

MLC Global Private Equity Fund 

APIR

MLC5609AU

2023

Date
Fund manager additions
APIR
Date

11 December

Fund manager additions

CFS Defensive Builder AUD

APIR

FSF2619AU

Date

11 December

Fund manager additions

CFS Equity Builder AUD

APIR

FSF5316AU

Date

11 December

Fund manager additions

CFS Growth Builder AUD

APIR

FSF7799AU

Date

11 December

Fund manager additions

Pengana Axiom International Ethical Fund (Hedged) AUD

APIR

HHA0002AU

Date

11 December

Fund manager additions

Pengana Axiom International Ethical Fund AUD

APIR

HOW0002AU

Date

11 December

Fund manager additions

First Sentier ex-20 Australian Share Fund Class W AUD

APIR

PIM1925AU

Date
Fund manager additions
APIR
Date

27 November

Fund manager additions

JPMorgan Global Bond Fund - Class A Units AUD

APIR

ER6912AU

Date

13 November

Fund manager additions

Impax Sustainable Leaders Fund Class A AUD

APIR

ETL8171AU

Date

6 November

Fund manager additions

ClearBridge RARE Infrastructure Income Fund - Unhedged Class A Units AUD

APIR

SSB6649AU

Date

6 November

Fund manager additions

BNP Paribas C WorldWide Global Equity Trust (Hedged) AUD

APIR

ETL3560AU

Date
Fund manager additions
APIR
Date

31 October

Fund manager additions

Spheria Global Opportunities Fund

APIR

WHT6704AU

Date

31 October

Fund manager additions

MLC Wholesale IncomeBuilder AUD

APIR

MLC0264AU

Date

23 October

Fund manager additions

KKR Private Equity (K-PRIME) Fund (AUD) A AUD

APIR

CHN0548AU

Fund removals

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

2024

Date
Fund manager removals
APIR
Date

21 October

Fund manager removals

Ausbil Global Resources Fund AUD

APIR

AAP5928AU

Date
Fund manager removals
APIR
Date

26 August

Fund manager removals

Abrdn Global Risk Mitigation Fund AUD

APIR

EQI4297AU

Date
Fund manager removals
APIR
Date

17 June

Fund manager removals

First Sentier Equity Income Fund AUD

APIR

FSF1676AU

Date
Fund manager removals
APIR
Date

22 April 

Fund manager removals

Global Opportunities Alternatives Trust AUD 

APIR

ETL9467AU 

Date
Fund manager removals
APIR
Date

4 March 

Fund manager removals

T. Rowe Price Australian Equity AUD 

APIR

ETL0328AU

Date
Fund manager removals
APIR
Date

5 February 

Fund manager removals

Cromwell Direct Property AUD 

APIR

CRM0018AU

Date

5 February 

Fund manager removals

Montaka Global Long Only Fund AUD 

APIR

FHT0036AU

2023

Date
Fund manager removals
APIR
Date

31 October

Fund manager removals

First Sentier Wholesale Strategic Cash AUD 

APIR

FSF0075AU

Date

31 October

Fund manager removals

First Sentier Wholesale Diversified AUD

APIR

FSF0008AU

Date

31 October

Fund manager removals

First Sentier Wholesale Conservative AUD

APIR

FSF0033AU

Date

31 October

Fund manager removals

First Sentier Wholesale Balanced AUD

APIR

FSF0040AU

Date

31 October

Fund manager removals

First Sentier Wholesale High Growth AUD

APIR

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.