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Investments
Access a wide range of managed investments, managed account solutions and majority of listed investments in the S&P All Ordinaries Index, term deposits and annuities.
The investment options allow you and your adviser to tailor your investments by selecting from a range of managed investments.
The disclosure documents contained in this page are provided for information only. Insignia Financial Group is not promoting or inviting applications under these disclosure documents. Investors should obtain investment advice before making any decisions and satisfy themselves that all information required by law to be given to them has been provided.
For full details of each managed investment, click on the links below:
- 4D Global Infrastructure Fund (AUD Hedged)
- 4D Global Infrastructure Fund (Unhedged)
- AB Dynamic Global Fixed Income Fund
- AB Global Equities Fund
- AB Global Strategic Core Equities Fund
- AB Managed Volatility Equities Fund - MVE Class - Active ETF
- abrdn Emerging Markets Equity Fund
- abrdn Sustainable Asian Opportunities Fund (Class - A)
- Acadian Geared Global Equity Fund
- Acadian Global Equity Long Short Fund - Class A
- Acadian Global Managed Volatility Equity Fund - Class A
- Airlie Australian Share Fund - Active ETF
- Airlie Small Companies Fund
- Alexander Credit Income Fund
- Allan Gray Australia Equity Fund - Class A
- Allan Gray Australian Equity Fund - Class B
- Allan Gray Australia Stable Fund
- Alpha High Growth Fund
- Alpha Moderate Fund
- Alphinity Australian Equity Fund
- Alphinity Australian Share Fund
- Alphinity Concentrated Australian Share Fund
- Alphinity Global Equity Fund - Active ETF
- Alphinity Sustainable Share Fund
- Altius Short Duration Bond Fund
- Altrinsic Global Equities Trust
- Antares Dividend Builder
- Antares Elite Opportunities Fund
- Antares Ex-20 Australian Equities Fund
- Antares High Growth Shares Fund
- Antares Income Fund
- Antipodes Asia Fund
- Antipodes Emerging Markets - Class P
- Antipodes Global Fund
- Antipodes Global Value Fund - Class P
- Aoris International Fund - Class A Units
- Apis Global Long/Short Fund
- Ardea Real Outcome Fund
- Ares Global Credit Income Fund
- Arrowstreet Global Equities Fund Hedged
- Arrowstreet Global Equity Fund
- Arrowstreet Global Small Companies Fund
- Artisan Global Discovery Fund
- Aspect Diversified Futures Fund - Class A
- ATLAS Infrastructure Global Fund - Hedged
- ATLAS Infrastructure Global Fund - Unhedged
- Ausbil 130/30 Focus Fund - Wholesale Class
- Ausbil Active Dividend Income Fund - Active ETF
- Ausbil Active Sustainable Equity Fund - Wholesale Class
- Ausbil Australian Active Equity Fund - Wholesale Class
- Ausbil Australian Emerging Leaders Fund - Wholesale Class
- Ausbil Australian Geared Equity Fund
- Ausbil Global SmallCap Fund - Active ETF
- Australian Ethical Australian Shares Fund (Wholesale)
- Australian Ethical Balanced Fund (Wholesale)
- Australian Ethical Diversified Shares Fund (Wholesale)
- Australian Ethical Emerging Companies Fund (Wholesale)
- AXA IM Sustainable Equity Fund
- AXA IM Sustainable Equity Fund (Hedged) Class
- Baillie Gifford Long Term Global Growth Fund - Class A
- Barrow Hanley Concentrated Global Share Fund No. 2
- Barrow Hanley Concentrated Global Share Fund No. 3
- Barrow Hanley Global Equity Trust
- Barrow Hanley Global Share Fund - Class A
- Barrow Hanley Global Share Fund - Class A (Hedged)
- Barwon Global Listed Private Equity Fund AF
- Bell Global Emerging Companies Fund - Class A
- Bennelong Australian Equities Fund
- Bennelong Concentrated Australian Equities Fund
- Bennelong ex-20 Australian Equities Fund
- Bennelong Twenty20 Australian Equities Fund
- Bentham Global Income Fund
- Bentham High Yield Fund
- Bentham Syndicated Loan Fund
- BlackRock Advantage Australian Equity Fund
- BlackRock Advantage Hedged International Equity Fund
- BlackRock Advantage International Equity Fund
- BlackRock Balanced Multi-Index Fund - (Class D Units)
- BlackRock Diversified ESG Growth Fund
- BlackRock Diversified ESG Stable Fund
- BlackRock Global Allocation Fund (AUST) (Class D Units)
- BlackRock Growth Multi-Index Fund - (Class D Units)
- BlackRock High Growth Multi-Index Fund - (Class D Units)
- BlackRock Moderate Multi-Index Fund - (Class D Units)
- BlackRock Tactical Growth Fund - (Class D Units)
- Blackwattle Large Cap Quality Fund
- Blackwattle Long-Short 130/30 Quality Fund
- Blackwattle Mid Cap Quality Fund
- BNP Paribas C Worldwide Global Equity Trust
- Brandywine Global Opportunistic Equity Fund - Class A
- Brandywine Global Opportunistic Fixed Income Fund - Class A
- Brandywine Global Opportunistic Fixed Income Fund - Class B
- Candriam Sustainable Global Equity Fund - Active ETF
- Capital Group New Perspective Fund (AU)
- Capital Group New Perspective Fund Hedged (AU)
- CBRE Global Infrastructure Securities Fund
- CBRE Global Property Securities Fund
- CC JCB Active Bond Fund
- CC Redwheel Global Emerging Markets Fund
- CC Sage Capital Absolute Return Fund - Class A Units
- CC Sage Capital Equity Plus Fund - Class A Units
- CFS Geared Share Fund
- Challenger Guaranteed Income Fund 5.25 cents p.a. 30 November 2027
- Challenger Guaranteed Income Fund 5.25 cents p.a. 30 November 2028
- Challenger IM Credit Income Fund - Class A
- Charter Hall Direct Industrial Fund No.4
- Charter Hall Direct PFA Fund
- Charter Hall Maxim Property Securities Fund
- Chester High Conviction Fund
- Claremont Global Fund (Hedged) (Managed Fund)
- Claremont Global Fund (Managed Fund)
- ClearBridge Diversified Growth Fund - Class A
- ClearBridge Emerging Markets Fund - Class A
- ClearBridge Equity Income Fund - Class A
- ClearBridge Ethical Values With Income Fund - Class A
- ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF
- ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF
- ClearBridge Global Infrastructure Value Fund Active ETF
- ClearBridge Real Income Fund - Class A
- ClearBridge Sustainable Equity Fund - Class A
- ClearBridge Sustainable Income Fund - Class A
- Colchester Global Government Bond Fund - Class I
- Coolabah Floating-Rate High Yield Fund - Institutional Class
- Coolabah Short Term Income Fund Assisted Investor
- Cooper Investors Global Equities Fund (Hedged)
- CT Pyrford Global Absolute Return Fund
- Daintree Core Income Trust
- Daintree High Income Trust
- Dexus AREIT Fund
- Dexus Wholesale Australian Property Fund
- Dimensional Australian Core Equity Trust - Active ETF
- Dimensional Australian Core Imputation Trust
- Dimensional Australian Large Company Trust
- Dimensional Australian Small Company Trust
- Dimensional Australian Sustainability Trust
- Dimensional Australian Value Trust - Active ETF
- Dimensional Emerging Markets Sustainability Trust
- Dimensional Emerging Markets Value Trust
- Dimensional Five-Year Diversified Fixed Interest Trust
- Dimensional Global Bond Sustainability Trust
- Dimensional Global Bond Trust
- Dimensional Global Core Equity Trust (AUD Hedged Class) - Active ETF
- Dimensional Global Core Equity Trust (Unhedged Class) - Active ETF
- Dimensional Global Large Company Trust
- Dimensional Global Real Estate Trust
- Dimensional Global Small Company Trust - Active ETF
- Dimensional Global Sustainability Trust AUD Hedged Class Units
- Dimensional Global Sustainability Trust Unhedged Class
- Dimensional Global Value Trust - Active ETF
- Dimensional Short Term Fixed Interest Trust
- Dimensional Sustainability World Allocation 70/30 Trust
- Dimensional Sustainability World Equity Trust
- Dimensional Two-Year Sustainability Fixed Interest Trust
- Dimensional World Allocation 30/70 Trust
- Dimensional World Allocation 50/50 Trust
- Dimensional World Allocation 70/30 Trust
- Dimensional World Equity Trust
- DNR Capital Australian Emerging Companies Fund
- DNR Capital Australian Equities High Conviction Fund - Retail (R) class
- DNR Capital Australian Equities Income Fund
- Eiger Australian Small Companies Fund
- Eley Griffiths Group Small Companies Fund
- Ellerston Australian Emerging Leaders Fund
- Ellerston Australian MicroCap Fund Class A Units
- Elston Australian Emerging Leaders Fund - Class A
- Epoch Global Equity Shareholder Yield (Hedged) - Class A
- Epoch Global Equity Shareholder Yield (Unhedged)- Class A
- Fairlight Global Small & Mid Cap (SMID) Fund
- Fairlight Global Small & Mid Cap (SMID) Fund - Hedged
- Fairview Equity Partners Emerging Companies Fund
- Fidelity Asia Fund
- Fidelity Australian Equities Fund
- Fidelity China Fund
- Fidelity Future Leaders Fund
- Fidelity Global Bond Fund
- Fidelity Global Emerging Markets Fund
- Fidelity Global Equities Fund
- Fidelity Hedged Global Equities Fund
- Fidelity India Fund
- Firetrail Absolute Return Fund - Class A
- Firetrail Australian High Conviction Fund - Class A
- Firetrail Australian Small Companies Fund - Active ETF
- Firetrail S3 Global Opportunities Fund (Managed Fund)
- First Sentier Balanced Fund
- First Sentier Cash Fund - Class A
- First Sentier Conservative Fund
- First Sentier Diversified Fund
- First Sentier Geared Australian Share Fund Complex ETF
- First Sentier Global Listed Infrastructure Fund
- First Sentier Global Property Securities
- First Sentier High Growth Fund
- First Sentier Imputation
- First Sentier Property Securities Fund
- First Sentier Wholesale Australian Share Fund
- FirstChoice Wholesale Geared Global Share Fund
- Fortlake Real Income Fund
- Franklin Australian Absolute Return Bond Fund - Class A
- Franklin Global Growth Fund - Class A
- Franklin Global Growth Fund - Class W (Hedged)
- Franklin Templeton Global Aggregate Bond Fund - W Class
- FSSA Global Emerging Markets Focus Fund Class W
- Fulcrum Diversified Investments Fund
- Generation Wholesale Global Share Fund
- GQG Partners Emerging Markets Equity Fund - A Class
- GQG Partners Global Equity Fund - A Class
- GQG Partners Global Equity Fund - AUD Hedged Class
- Greencape Broadcap Fund
- Greencape Broadcap Fund - Class P
- Greencape High Conviction Fund
- Hamilton Lane Global Private Assets Fund
- Hyperion Australian Growth Companies Fund
- Hyperion Global Growth Companies Fund
- Hyperion Small Growth Companies Fund
- ICE Fund
- IFP Global Franchise Fund
- IFP Global Franchise Fund (Hedged)
- IFP Global Franchise Fund II
- IML Concentrated Australian Share Fund
- Impax Sustainable Leaders Fund
- Intermede Global Equities Fund
- Invesco Wholesale Global Opportunities Fund - hedged - Class A
- Invesco Wholesale Global Opportunities Fund - Unhedged
- Invesco Wholesale Senior Secured Income Fund
- Investors Mutual All Industrials Share Fund
- Investors Mutual Australian Share Fund
- Investors Mutual Australian Smaller Companies Fund
- Investors Mutual Equity Income Fund
- Investors Mutual Future Leaders Fund
- ipac Income Generator - Class K
- Ironbark Brown Advisory Global Share Fund
- Ironbark DWS Global (ex-Australia) Property Securities Fund
- Ironbark GCM Global Macro Fund
- Ironbark Paladin Property Securities Fund
- Ironbark Robeco Global Developed Enhanced Index Equity Fund - Class A (Unhedged)
- Ironbark Robeco Global Developed Enhanced Index Equity Fund - Class H (Hedged)
- iShares Australian Bond Index Fund
- iShares Australian Equity Index Fund
- iShares Australian Listed Property Index Fund
- iShares Global Bond Index Fund - Class D
- iShares Hedged International Equity Index Fund (Class D Units)
- iShares International Equity Index Fund
- Janus Henderson Australian Fixed Interest Fund
- Janus Henderson Cash Fund - Institutional
- Janus Henderson Conservative Fixed Interest Fund
- Janus Henderson Diversified Credit
- Janus Henderson Diversified Credit Fund
- Janus Henderson Global Multi Strategy Fund
- Janus Henderson Global Research Growth Fund
- Janus Henderson Tactical Income Fund
- Janus Henderson Wholesale Global Natural Resources Fund
- JPM Global Select Equity Fund - Class A
- JPM Global Select Equity Fund - Class A (Hedged) Units
- JPMorgan Global Macro Opportunities Fund - Class A Units
- JPMorgan Global Strategic Bond Fund
- Kapstream Absolute Return Income Fund
- KKR Private Equity (K-PRIME) Fund (AUD) - Class A
- L1 Capital Catalyst Fund
- L1 Capital International Fund
- L1 Capital Long Short Fund - Daily Class
- La Trobe Australian Credit Fund - 12 Month Term Account
- Langdon Global Smaller Companies Fund
- Lazard Australian Equity Fund - Class I Units
- Lazard Defensive Australian Equity Fund
- Lazard Emerging Markets Equity Fund
- Lazard Global Equity Franchise Fund
- Lazard Global Listed Infrastructure Active ETF (Active ETF Class)
- Lazard Select Australian Equity Fund - W Class
- Lennox Australian Small Companies Fund
- Life Cycle Concentrated Global Share Fund
- Life Cycle Concentrated Global Share Fund (Class H) (Hedged)
- Life Cycle Global Share Fund
- Life Cycle Global Share Fund (Class H) (Hedged)
- Loftus Peak Global Disruption Fund Active ETF
- Longwave Australian Small Companies Fund - Class A
- Loomis Sayles Global Equity Fund
- MA Priority Income Fund
- Macquarie Australian Fixed Interest Fund
- Macquarie Australian Shares Fund
- Macquarie Australian Small Companies Fund
- Macquarie Conservative Income Fund
- Macquarie Corporate Bond Fund - Class A Units
- Macquarie Dynamic Bond Fund
- Macquarie Income Opportunities Fund
- Macquarie Professional Series P/E Global FX Alpha Fund
- Macquarie Real Return Opportunities Fund
- Magellan Global Fund - Open Class Units (Managed Fund)
- Magellan Global Fund (Hedged)
- Magellan Global Opportunities Fund No.2 - Class A
- Magellan Global Opportunities Fund No.2 - Class B
- Magellan Infrastructure Fund
- Magellan Infrastructure Fund (Unhedged)
- Man AHL Alpha Fund (AUD)
- Maple-Brown Abbott Australian Share Fund Wholesale
- Maple-Brown Abbott Diversified Investment Trust
- Maple-Brown Abbott Global Listed Infrastructure Fund - Hedged
- Maple-Brown Abbott Global Listed Infrastructure Fund
- Martin Currie Australia Equity Income
- Melior Australian Impact Fund
- Merlon Australian Share Income Fund
- Merlon Concentrated Australian Share Fund
- Metrics Direct Income Fund
- MFS Global Equity Trust
- MFS Hedged Global Equity Trust
- Milford Australian Absolute Growth Fund - Class W
- Milford Dynamic Small Companies Fund
- MLC Cash Management Trust
- MLC Cash Management Trust Class D Units
- MLC Global Private Equity Fund
- MLC Index Plus Balanced
- MLC Index Plus Conservative
- MLC Index Plus Growth
- MLC MultiActive Australian Shares
- MLC MultiActive Balanced
- MLC MultiActive Capital Stable
- MLC MultiActive Cash Enhanced
- MLC MultiActive Conservative
- MLC MultiActive Diversified Fixed Income
- MLC MultiActive Geared
- MLC MultiActive Global Shares
- MLC MultiActive Growth
- MLC MultiActive High Growth
- MLC MultiActive Moderate
- MLC MultiActive Property
- MLC MultiSeries 30
- MLC MultiSeries 50
- MLC MultiSeries 70
- MLC MultiSeries 90
- MLC Real Return Assertive (Class A)
- MLC Real Return Moderate
- MLC Wholesale IncomeBuilder
- Montgomery Small Companies Fund
- Morningstar Australian Shares Fund
- Morningstar Balanced Real Return Fund - Class Ad
- Morningstar Growth Real Return Fund - Class A
- Morningstar High Growth Real Return Fund - Class A
- Morningstar Moderate Real Return Fund - Class A
- Morningstar Multi Asset Real Return Fund
- Munro Global Growth Fund
- Munro Global Growth Small and Mid Cap Fund
- Mutual Cash (MCTDF)
- Nanuk New World Fund (Currency Hedged) Active ETF
- Nanuk New World Fund Active ETF
- Neuberger Berman Strategic Income Fund
- Nomura Australian Listed Real Estate Fund – Class A Units
- Nomura Global Listed Infrastructure Fund (Hedged)
- Nomura Global Listed Infrastructure Fund (Unhedged)
- Nomura Global Listed Real Estate Fund – Class A Units
- OC Dynamic Equity Fund
- OC Micro-Cap Fund
- OC Premium Small Companies Fund
- OnePath Wholesale Diversified Fixed Interest Trust
- OnePath Wholesale Emerging Companies Trust
- OnePath Wholesale Global Smaller Companies Shares B
- Ophir Global High Conviction Fund - Class A (Monthly)
- Orbis Global Equity Fund (Australia Registered) Retail Class
- PAN-Tribal Global Equity Fund
- Paradice Australian Equities Fund
- Paradice Australian Mid Cap Fund Class A
- Paradice Equity Alpha Plus Fund
- Partners Group Global Multi-Asset Fund
- Partners Group Global Value Fund
- Payden Global Income Opportunities Fund - Class A
- Pendal Australian Equity Fund
- Pendal Australian Share Fund
- Pendal Fixed Interest Fund
- Pendal Focus Australian Share Fund
- Pendal Global Emerging Markets Opportunities Fund - WS
- Pendal Horizon Sustainable Australian Share Fund
- Pendal MidCap Fund
- Pendal Monthly Income Plus Fund
- Pendal Property Investment Fund
- Pendal Property Securities Fund
- Pendal Short Term Income Securities Fund
- Pendal Smaller Companies Fund
- Pendal Sustainable Australian Fixed Interest Fund
- Pendal Sustainable Balanced Fund
- Pendal Sustainable Conservative Fund
- Pengana Australia Equities Fund
- Pengana Emerging Companies Fund
- Pengana Global Small Companies Fund
- Perennial Value Shares for Income Trust
- Perennial Value Shares W'sale Trust
- Perennial Value Smaller Companies Trust
- Perpetual Australian Share Fund
- Perpetual Balanced Growth Fund
- Perpetual Concentrated Equity Fund
- Perpetual Conservative Growth Fund
- Perpetual Diversified Growth Fund
- Perpetual Diversified Income Fund
- Perpetual Diversified Real Return Fundv - Class W Units
- Perpetual Diversified Real Return Fund Class Z
- Perpetual ESG Australian Share Fund
- Perpetual Exact Market Return Fund
- Perpetual Geared Australian Share Fund
- Perpetual Global Allocation Alpha Fund
- Perpetual Industrial Share Fund
- Perpetual Pure Credit Alpha Fund - Class W
- Perpetual Pure Equity Alpha Fund Class A
- Perpetual SHARE-PLUS Long-Short Fund
- Perpetual Smaller Companies Fund
- Perpetual Smaller Companies Fund No.2
- Perpetual Wholesale International Share Fund
- PIMCO Australian Bond Fund - Wholesale Class
- PIMCO Australian Low Duration Bond Fund
- PIMCO Diversified Fixed Interest Fund - Wholesale Class
- PIMCO ESG Global Bond Fund - Wholesale Class
- PIMCO Global Bond Fund - Wholesale Class
- PIMCO Global Credit Fund - Wholesale Class
- PIMCO Income Fund - Wholesale Class
- PIMCO TRENDS Managed Futures Strategy Fund
- Plato Australian Shares Income Fund - Class A
- Plato Global Alpha Fund - Class A
- Plato Global Shares Income Fund
- Platypus Australian Equities Fund
- PM CAPITAL Australian Companies Fund
- PM CAPITAL Enhanced Yield Fund
- PM CAPITAL Global Companies Fund
- Polaris Global Equity Fund
- Quay Global Real Estate Fund (AUD Hedged) Active ETF
- Quay Global Real Estate Fund (Unhedged) Active ETF
- Quest Long Short Australian Equities Fund
- Realindex Australian Share - Class A
- Realindex Australian Small Companies - Class A
- Realindex Global Share Value
- Realindex Global Share Value Hedged A
- Realm High Income Fund
- Realm Short Term Income Fund
- Realm Strategic Income Fund
- Resolution Capital Core Plus Property Securities Fund - Series II
- Resolution Capital Global Property Securities Fund (Managed Fund)
- Resolution Capital Global Property Securities Fund Series II
- Resolution Capital Global Property Securities Fund Unhedged SERIES II
- Resolution Capital Real Assets Fund - Class B
- Robeco Emerging Conservative Equity Fund (AUD) - Class A
- Russell Balanced Fund - Class A
- Russell Conservative Fund - Class A
- Russell Diversified 50 Fund - Class A
- Russell Growth Fund - Class A
- Russell High Growth Fund - Class A
- Russell Inv Ventura Grwth 70 - Class A
- Russell Investments Australian Shares Fund - Class C
- Russell Investments International Shares Fund - Class C
- Russell Investments Ventura Conservative Fund - Class A
- Russell Investments Ventura Diversified 50 Fund - Wholesale Class
- Russell Investments Ventura Growth 90 Fund
- Russell Investments Ventura High Growth 100 Fund - Class A
- Sandhurst IML Industrial Share Fund
- Schroder Absolute Return Income Fund - Professional Class
- Schroder Absolute Return Income Fund - Wholesale Class
- Schroder Australian Equity (W Class)
- Schroder Australian Equity Fund - Professional Class
- Schroder Fixed Income Fund - Wholesale Class
- Schroder Global Core Fund
- Schroder Global Emerging Markets Fund - Wholesale Class
- Schroder Global Value Fund - Wholesale Class
- Schroder Global Value Fund (Hedged) - Wholesale Class
- Schroder Multi-Asset Income Fund
- Schroder Real Return Fund - Wholesale Class
- Schroder Specialist Private Equity Fund - Professional Class (1)
- Schroder Sustainable Growth Fund - Wholesale Class
- SGH Australian Small Companies Fund
- SGH Property Income Fund
- Skerryvore Global Emerging Markets All-Cap Equity Fund
- Smallco Investment Fund
- Smarter Money Fund Assisted Investor Class
- Smarter Money Long-Short Credit Fund
- Solaris Australian Equity Income Fund
- Solaris Australian Equity Long Short Fund
- Solaris Core Australian Equity Fund
- Solaris Core Australian Equity Fund (Performance Alignment)
- Spheria Australian Microcap Fund
- Spheria Australian Smaller Companies Fund
- State Street Australian Equity Fund
- State Street Climate ESG International Equity Fund
- State Street Global Equity Fund
- Stewart Investors Worldwide All Cap Fund
- T.Rowe Price Dynamic Global Bond Fund
- T.Rowe Price Global Equity (Hedged) Fund
- T.Rowe Price Global Equity Fund
- Talaria Global Equity Fund Complex ETF
- Talaria Global Equity Fund Currency Hedged Complex ETF
- Ten Cap Alpha Plus Fund - Class C
- Tribeca Australian Smaller Companies Fund
- UBS Australian Bond Fund
- UBS Australian Share Fund
- UBS Australian Small Companies Fund
- UBS Cash Fund
- UBS CBRE Property Securities Fund
- UBS Diversified Fixed Income Fund
- UBS Income Solution Fund
- UBS Short-Term Fixed Income Fund
- Vanguard Australian Fixed Interest Index Fund
- Vanguard Australian Government Bond Index Fund
- Vanguard Australian Property Securities Index Fund
- Vanguard Australian Shares High Yield Fund
- Vanguard Australian Shares Index Fund
- Vanguard Balanced Index Fund
- Vanguard Cash Reserve Fund
- Vanguard Conservative Index Fund
- Vanguard Diversified Bond Fund
- Vanguard Emerging Markets Shares Index Fund
- Vanguard Ethically Conscious International Shares Index Fund
- Vanguard Global Aggregate Bond Index Fund (Hedged)
- Vanguard Global Infrastructure Index Fund
- Vanguard Global Infrastructure Index Fund (Hedged)
- Vanguard Global Minimum Volatility Fund
- Vanguard Growth Index Fund
- Vanguard High Growth Index Fund
- Vanguard International Credit Securities Index Fund (Hedged)
- Vanguard International Property Securities Index Fund
- Vanguard International Property Securities Index Fund (Hedged)
- Vanguard International Shares Index Fund
- Vanguard International Small Companies Index Fund
- Vanguard International Small Companies Index Fund (Hedged)
- Vanguard Intn'l Fixed Interest Index Fund Hedged
- Vanguard Intn'l Share Index Fund (Hedged)
- Vanguard Short Term Fixed Interest Fund
- Vertium Equity Income Fund
- Vinva Australian Equity Fund
- Vinva Global Equity Fund
- Walter Scott Emerging Markets Fund
- Walter Scott Global Equity Fund
- Walter Scott Global Equity Fund (Hedged)
- Walter Scott Global Equity Fund No. 1
- WaveStone Australian Share Fund
- WaveStone Dynamic Australian Equity Fund
- WCM Quality Global Growth Fund (Managed Fund) Class A (Unhedged)
- Western Asset Australian Bond Fund
- Western Asset Conservative Income Fund - Class A
- Western Asset Global Bond Fund
- Winton Global Alpha Fund
- Yarra Australian Bond Fund
- Yarra Australian Equity Income Fund
- Yarra Australian Equities Fund
- Yarra Australian Share Fund
- Yarra Australian Small Companies Fund
- Yarra Emerging Leaders Fund
- Yarra Enhanced Income Fund
- Yarra Ex-20 Australian Equities Fund
- Yarra Global Share Fund
- Yarra Global Small Companies Fund
- Zurich Investments Australian Property Securities Fund
- Zurich Investments Concentrated Global Growth Fund
- Zurich Investments Global Growth Share Fund
- Zurich Investments Hedged Global Thematic Share Fund
- Zurich Investments Managed Growth Fund
- Zurich Investments Unhedged Global Growth Share Fund
- Zurich Investments Unhedged Global Thematic Share Fund
Cornerstone Portfolio Service Super and Pension
Gives you access to the majority of listed investments in the S&P All Ordinaries Index plus a selection of other Listed Investments as approved by the Trustee.
Cornerstone Portfolio Service Investment
Gives you access to the majority of fully paid ordinary, preference and equity shares, stapled securities, Exchange Traded Products (ETPs), Hybrids, Listed Investment Trusts (LITs) and Listed Investment Companies (LICs) listed on the Australian Securities Exchange (ASX).
Foreign tax
Details on foreign tax for investors who hold an account with us.
For those seeking a more secure investment, choose from a range of maturing investments.
Please note that a minimum investment amount of $5,000, restricted access to capital, and strategy terms apply. If you wish to invest in maturing investments, please refer to the relevant product document below or contact us for information on the relevant terms and conditions. Note that not all product offerings from the listed providers are available in Cornerstone Portfolio Service.
Term deposits
Interest rates as at 2 March 2026
Provider | Term | Interest rate* |
|---|---|---|
| NAB | 1 month | 2.50% pa |
| NAB | 2 months | 3.90% pa |
| ANZ | 3 months | 4.55% pa |
| NAB | 3 months | 4.50% pa |
| ANZ | 6 months | 4.55% pa |
| NAB | 6 months | 4.50% pa |
| ANZ | 12 months | 4.70% pa |
| NAB | 12 months | 4.70% pa |
| NAB | 24 months | 4.80% pa |
* Interest rates are generally updated on Monday and are valid until 5pm Thursday of the same week. Interest rates are indicative only and the interest rate applicable to your term deposit may differ from rates shown above. The Insignia Financial Group does not accept any responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis of the information included.
Aggregate investment limits have been requested by our Term Deposit providers applicable to Trust and Company account types. For Cornerstone Portfolio Service Investment, more details can be found in the 'New investment limits for Term Deposits' flyer (currently being updated).
Your Cash Account is used to process all cash transactions that occur within your account, such as purchasing or redeeming investments, receiving income distributions and deducting fees or charges.
More information is provided in our Cash account profile.