| Mandate name |
|
Type of mandate |
|
Benchmark |
|
ATI Balanced Growth
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
ATI Deep Value
|
|
Australian shares |
|
S&P/ASX 300 Accumulation Index |
|
ATI 20 Leaders
|
|
Australian shares |
|
S&P/ASX 20 Accumulation Index |
|
ATI 20 Leaders Income
|
|
Australian shares |
|
S&P/ASX 20 Accumulation Index |
|
ATI Global Equities
|
|
Exchange Traded Funds (ETFs) |
|
MSCI World (ex Australia) Index |
|
ATI Income Plus
|
|
Australian shares
Income securities |
|
S&P/ASX 200 Accumulation Index |
|
ATI Property Securities
|
|
A-REITS |
|
S&P/ASX 300 A-REIT Accumulation Index |
|
ATI ShareInvest Imputation
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
Ausbil Active Equity
|
|
Australian shares |
|
S&P/ASX 300 Accumulation Index |
|
Ausbil Emerging Leaders
|
|
Australian shares |
|
70% S&P/ASX Mid Cap 50 Accumulation Index
30% S&P/ASX Small Ordinaries Accumulation Index |
|
AUI Platypus Australian Equities
|
|
Australian shares |
|
S&P/ASX 100 Accumulation Index |
|
Dalton Nicol Reid Australian Equities High Conviction
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
Dalton Nicol Reid Australian Equities Income
|
|
Australian shares |
|
S&P/ASX Industrials Accumulation Index |
|
Dalton Nicol Reid Australian Equities Socially Responsible
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
Dalton Nicol Reid Australian Listed Property Trust
|
|
Australian shares
Listed Property Trusts |
|
S&P/ASX 200 Property Trust Accumulation Index |
|
JBWere Intermediary Growth
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
JBWere Intermediary Income
|
|
Australian shares |
|
S&P/ASX 200 Accumulation Index |
|
Lonsec Core
|
|
Australian shares |
|
S&P/ASX 100 Accumulation Index |
|
Lonsec Income
|
|
Australian shares |
|
S&P/ASX 100 Accumulation Index |
|
Proactive Portfolios Balanced
|
|
Multi-Sector
ASX Listed Securities |
|
Composite Index (refer to mandate profiles) |
|
Proactive Portfolios Growth
|
|
Multi-Sector
ASX Listed Securities |
|
Composite Index (refer to mandate profiles) |
|
Proactive Portfolios High Growth
|
|
Multi-Sector
ASX Listed Securities |
|
Composite Index (refer to mandate profiles) |
|
Ralton Australian Shares
|
|
Australian shares |
|
S&P/ASX 300 Accumulation Index |
|
Ralton High Yield Australian Shares
|
|
Australian shares |
|
S&P/ASX 300 Accumulation Index |
|
Ralton Leaders
|
|
Australian shares |
|
S&P/ASX 100 Accumulation Index |
|
Ralton Smaller Companies
|
|
Australian shares |
|
S&P/ASX Small Ordinaries Accumulation Index |
|
Renaissance Property Securities
|
|
Australian property securities |
|
S&P/ASX 300 A-REIT Accumulation Index |
|
SG Hiscock Concentrated A-REIT
|
|
A-REITs |
|
Benchmark Unaware |
|
SGHiscock 20
|
|
Australian shares |
|
S&P/ASX 300 Accumulation Index |
