Investments added to the menu
| Fund Name | Product | Holding limit (Super/Pension) |
|---|---|---|
|
Fortlake Real-Higher Income Fund |
Wealth & Super | 10% |
|
Principle Global Credit Opportunities Fund |
Wealth & Super | 25% |
|
Schroder Specialist Private Equity Fund-Professional Class |
Wealth & Super | 15% |
Fund Manager News
| Date | Fund Name | Headline | Notice |
|---|---|---|---|
| 30 September 2022 | Lazard Global Listed Infrastructure Fund – W Class | Updates to the Product Disclosure Statement |  |
| 30 September 2022 | Lazard Global Equity Franchise Fund – W Class | Updates to the Product Disclosure Statement | |
| 30 September 2022 | Lazard Emerging Market Equity Fund | Updates to the Product Disclosure Statement | |
| 30 September 2022 | Lazard Global Small Cap Fund – W Class | Updates to the Product Disclosure Statement | |
| 26 September 2022 | Walker Capital Australia Alternative Fund – Alternative Trust TIM6709AU | Updates to the Product Disclosure Statement |  |
| 21 September 2022 | Vanguard Investments Australia Ltd | Updates to the Product Disclosure Statement | |
| 14 September 2022 | Walker Capital Australia Alternative Fund – Alternative Trust TIM6709AU | Updates to the Product Disclosure Statement | |
| 14 September 2022 | Walker Capital Fixed Income Fund PRS9503AU | Updates to the Product Disclosure Statement | |
| 14 September 2022 | Walker Capital Australia Alternative Fund – Diversified Trust TIM1736AU | Updates to the Product Disclosure Statement | |
| 14 September 2022 | Walker Capital Australia Alternative Fund – Wholesale MP Trust TIM3429AU | Updates to the Information Memorandum | |
| 8 September 2022 | Robeco Global DM Conservative Equities Fund (AUD) ETL1206AU | Closure of the fund by 9 November 2022 | |
| 31 August 2022 | Macquarie Private Infrastructure Securities Fund MAQ8699AU | Updates to the Investment Mandate | |
| 19 August 2022 | Ardea Global Alpha Plus Fund HOW5685AU | Notice of termination of the Ardea Global Alpha Plus Fund | |
| 4 March 2022 | Aberdeen Standard Emerging Market Local Currency Debt Fund EQI0699AU | Changes to the buy / sell spread | |
| 1 February 2022 | Touchstone Index Unaware Fund BFL0021AU | Updates to the PDS | |
| 1 February 2022 | 4D Emerging Markets Infrastructure Fund BFL7394AU | Updates to the PDS | |
| 1 February 2022 | 4D Global Infrastructure Fund BFL0019AU | Updates to the PDS | |
| 1 February 2022 | Bennelong Australian Equities Fund BFL0001AU | Updates to the PDS | |
| 1 February 2022 | Bennelong Concentrated Australian Equities Fund BFL0002AU | Updates to the PDS | |
| 1 February 2022 | Bennelong Emerging Companies Fund BFL3779AU | Updates to the PDS | |
| 1 February 2022 | Bennelong ex-20 Australian Equities Fund BFL0004AU | Updates to the PDS | |
| 1 February 2022 | Bennelong Twenty20 Australian Equities Fund BFL0017AU | Updates to the PDS | |
| 1 February 2022 | Quay Global Real Estate Fund (Unhedged) BFL0020AU | Updates to the PDS | |
| 1 February 2022 | Quay Global Real Estate Fund (AUD Hedged) BFL3333AU | Updates to the PDS | |
| 16 December 2021 | Daintree Core Income Trust WPC1963AU | Updates to the PDS | |