As part of the Thrive+ commitment to transparency, a listing of portfolio holdings is available so you can look under the bonnet and see the companies your investment is supporting.
Portfolio holdings for Thrive+ are available in Portfolio Holdings Disclosure at the following link:
Please note this reflects the holdings within CFS Personal Super. Holdings within other products will have the same portfolio weighting.
Some fixed income investments may be exempt from the stated Thrive+ exclusions list if they are labelled 'use of proceeds' securities that fund environmental and/or social projects, such as green, social, or sustainability bonds. These exemptions can apply for bonds from companies, governments, or supranational. They do not apply to sustainability-linked bonds.
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Things you should know
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. 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 www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the Financial Services Guide (FSG) available online for information about our services.
AIL and CFSIL are not registered tax (financial) advisers under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise under a tax law.