What we invest in
Your super is invested in a wide range of asset classes, both within Australia and around the world. These include:
- Shares/equities
- Property
- Infrastructure
- Cash, bonds and fixed income
- And more.
Portfolio Holdings
Below are links for each investment option which provide details of asset class managers. It also provides portfolio holding disclosure for each accumulation (superannuation) and pension (retirement income) investment option.
Portfolio holding disclosure will tell you which shares and securities are held directly by First Super and in the case of investment in investment trusts, the name of the manager and the value of the investment at a point in time.
Balanced (MySuper) – (Super and Retirement Income)
| Asset class | Fund Manager |
| Australian Fixed Income |
Blackrock Aus Bond Index Fund IFM Aus Credit Opportunities Mandate IFM Specialised Credit Fund IFM Asia-Pacific Debt Fund |
| Australian Listed Equities |
Allan Gray Australian Equities Fund Ausbil Australian Equities Fund Eley Griffiths Aust Equities Small Companies Mandate IFM Enhanced Index Aust Equity Mandate |
| Australian Unlisted Equities |
Stafford First Super Trust Frontier Investment Consulting Industry Super Holdings ROC Partners Trust 3 ROC Partners Trust IV Stafford Private Equity 3 Stafford Private Equity 4 Super Benefits Administration |
| Australian Unlisted Infrastructure |
IFM Australian Infrastructure Fund Utilities Trust of Australia |
| Australian Unlisted Property |
Franklin International Real Estate Fund 2 ISPT Core Fund |
| Cash |
Cash IFM Transact Cash Fund Short Term Cash Account (Term Deposit) |
| International Fixed Income |
Blackrock Global Bond Index Fund PIMCO Target Return Fund Westbourne Infrastructure Debt Fund 2 |
| International Listed Equities |
IFM International Equities Mandate C Worldwide Global Equity Fund Skerryvore Global Emerging Markets Equity Fund Metropolis Mandate |
| International Unlisted Equities |
IFM International Private Equity 1 Wilshire Private Markets LPs |
| International Unlisted Infrastructure |
|
As at 31 December 2024
View in Excel (recommended)
- Portfolio Holdings Disclosure – Balanced – Superannuation & TTR (Accumulation)
- Portfolio Holdings Disclosure – Balanced – Retirement Income (Pension)
View in CSV
Shares Plus – (Super and Retirement Income)
| Asset class | Fund manager |
| Australian Listed Equities |
Allan Gray Australian Equities Fund Ausbil Australian Equities Fund Eley Griffiths Aust Equities Small Companies Mandate IFM Asia-Pacific Debt Fund IFM Enhanced Index Aust Equity Mandate |
| Australian Unlisted Equities |
Stafford First Super Trust Frontier Investment Consulting Industry Super Holdings ROC Partners Trust 3 ROC Partners Trust IV Stafford Private Equity 3 Stafford Private Equity 4 Super Benefits Administration |
| Australian Unlisted Infrastructure |
IFM Australian Infrastructure Fund Utilities Trust of Australia |
| Australian Unlisted Property |
Franklin International Real Estate Fund 2 ISPT Core Fund |
| International Listed Equities |
IFM International Equities Mandate C Worldwide Global Equity Fund Skerryvore Global Emerging Markets Equity Fund Metropolis Mandate |
| International Unlisted Equities |
IFM International Private Equity 1 Wilshire Private Markets LPs |
| International Unlisted Infrastructure | IFM International Instructure |
As at 31 December 2024
View in Excel (recommended)
- Portfolio Holdings Disclosure – Shares Plus – Superannuation and TTR (Accumulation)
- Portfolio Holdings Disclosure – Shares Plus – Retirement Income (Pension)
View in CSV
Growth – (Super and Retirement Income)
| Asset class | Fund manager |
| Australian Fixed Income |
Blackrock Aus Bond Index Fund IFM Aus Credit Opportunities Mandate IFM Specialised Credit Fund IFM Asia-Pacific Debt Fund |
| Australian Listed Equities |
Allan Gray Australian Equities Fund Ausbil Australian Equities Fund Eley Griffiths Aust Equities Small Companies Mandate IFM Enhanced Index Aust Equity Mandate |
| Australian Unlisted Equities |
Stafford First Super Trust Frontier Investment Consulting Industry Super Holdings ROC Partners Trust 3 ROC Partners Trust IV Stafford Private Equity 3 Stafford Private Equity 4 Super Benefits Administration |
| Australian Unlisted Infrastructure |
IFM Australian Infrastructure Fund Utilities Trust of Australia |
| Australian Unlisted Property |
Franklin International Real Estate Fund 2 ISPT Core Fund |
| Cash |
Cash IFM Transact Cash Fund Short Term Cash Account (Term Deposit) |
| International Fixed Income |
Blackrock Global Bond Index Fund PIMCO Target Return Fund Westbourne Infrastructure Debt Fund 2 |
| International Listed Equities |
IFM International Equities Mandate C Worldwide Global Equity Fund Skerryvore Global Emerging Markets Equity Fund Metropolis Mandate |
| International Unlisted Equities |
IFM International Private Equity 1 Wilshire Private Markets LPs |
| International Unlisted Infrastructure | IFM International Instructure |
As at 31 December 2024
View in Excel (recommended)
- Portfolio Holdings Disclosure – Growth – Superannuation and TTR (Accumulation)
- Portfolio Holdings Disclosure – Growth – Retirement Income (Pension)
View in CSV
Conservative balanced – (Super and Retirement Income)
| Asset class | Fund manager |
| Australian Fixed Income |
Blackrock Aus Bond Index Fund IFM Aus Credit Opportunities Mandate IFM Specialised Credit Fund IFM Asia-Pacific Debt Fund |
| Australian Listed Equities |
Allan Gray Australian Equities Fund Ausbil Australian Equities Fund Eley Griffiths Aust Equities Small Companies Mandate IFM Enhanced Index Aust Equity Mandate* |
| Australian Unlisted Infrastructure |
IFM Australian Infrastructure Fund Utilities Trust of Australia |
| Australian Unlisted Property |
Franklin International Real Estate Fund 2 ISPT Core Fund |
| Cash |
Cash IFM Transact Cash Fund Short Term Cash Account (Term Deposit) |
| International Fixed Income |
Blackrock Global Bond Index Fund PIMCO Target Return Fund Westbourne Infrastructure Debt Fund 2 |
| International Listed Equities |
IFM International Equities Mandate C Worldwide Global Equity Fund Skerryvore Global Emerging Markets Equity Fund Metropolis Mandate |
| International Unlisted Infrastructure | IFM International Instructure |
As at 31 December 2024
View in Excel (recommended)
- Portfolio Holdings Disclosure – Conservative Balanced – Superannuation and TTR (Accumulation)
- Portfolio Holdings Disclosure – Conservative Balanced – Retirement Income (Pension)
View in CSV
Cash – (Super and Retirement Income)
| Asset class | Asset manager |
| Cash |
Cash IFM Transact Cash Fund Short Term Cash Account (Term Deposit) |
As at 31 December 2024
View in Excel (recommended)
- Portfolio Holdings Disclosure – Cash – Superannuation and TTR (Accumulation)
- Portfolio Holdings Disclosure – Cash – Retirement Income (Pension)
View in CSV
Need help choosing your investments?
With your First Super membership, you can get advice about your investment options at no extra cost. It’s all part of our service to you. Call us today on 1300 360 988 or email us.