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 | IFM International Instructure |
As at 31 December 2023
View in Excel (recommended)
- Portfolio Holdings Disclosure – Balanced – Superannuation & TTR (Accumulation)
- Portfolio Holdings Disclosure – Balanced – Retirement Income (Pension)
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