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The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 48.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 51.5% exposure to defensive assets (cash and fixed interest).

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 66.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 33.5% exposure to defensive assets (cash and fixed interest).

The portfolio provides a diverse exposure to underlying investments and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 66.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 33.5% exposure to defensive assets (cash and fixed interest). The portfolio gains exposure to Australian shares via a combination of managed funds, ETFs and managed portfolios.

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 80% exposure to growth assets (shares, listed property, infrastructure) and approximately 20% exposure to defensive assets (cash and fixed interest).

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 87.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 12.5% exposure to defensive assets (cash and fixed interest).

The portfolio provides a diverse exposure to underlying managers across fixed income markets and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to an array of Australian and international fixed income assets.

The portfolio provides a diverse exposure to underlying managers across the property and infrastructure markets and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to property related investments, including infrastructure both unlisted and listed.

The portfolio provides a diverse exposure to underlying managers and strategies across Australian equities and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to Australian equity assets.

The portfolio provides a diverse exposure to underlying managers across global equities and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to a range of global equity assets.

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of alternative asset classes and is actively managed within allowable ranges.

The portfolio provides a diverse exposure to underlying investments and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 68.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 31.5% exposure to defensive assets (cash and fixed interest). The portfolio allocates to index and active managers with a bias to index managers.

The portfolio provides exposure to a diversified mix of Australian companies listed on the ASX and generally part of the S&P/ASX200 (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

The portfolio provides exposure to a diversified mix of small to mid-cap Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

The Fund will aim to deliver a return above the Benchmark (annualised) after fees (but before Performance Fees) over a full investment cycle viewed to be 5 to 7 years.

The Fund provides exposure to a diversified portfolio of Australian companies listed on the ASX, generally selected from the S&P/ASX 200 Index. The investment approach focuses on holding quality companies with sustainable earnings and income-generating potential. As part of the derivative trading overlay, the Class writes (sells) call options over shares it holds, with the objective of enhancing income generation within the portfolio. This strategy allows the Class to earn option premiums, which contribute to the overall income return. The Class may also buy put options to help manage downside risk and market volatility.

The Infinity Core Australian Equity Portfolio is an actively managed concentrated portfolio of primarily 20-25 Australian listed companies. Infinity takes a long-term approach to investing in Australian equities and believe that capital growth and income can be achieved by focusing on quality companies with strong earnings growth that are attractively priced. The portfolio aims to outperform the S&P/ASX 200 Total Return Index before fees over rolling 3-year periods.

The Class provides exposure to a diversified mix of Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small Cap (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

The portfolio provides exposure to a diversified mix of Australian companies listed on the ASX and part of the S&P/ASX200 (TR) Index. Call options are frequently sold over the portfolio to generate additional cashflow.

The portfolio provides exposure to a diversified mix of listed global equities that are part of the MSCI ACWI Index. Call options are frequently sold over the portfolio to generate additional cashflow.

The Infinity Accelerate Moderate Portfolio is a diversified portfolio that invests across Australian equities, international equities, property and infrastructure, alternatives, fixed interest, and cash. The portfolio is actively managed within defined ranges and constructed using Infinity’s structured investment framework, which combines top‑down macroeconomic and market analysis with bottom‑up fundamental research on individual investments. The long‑term strategic asset allocation aims to have approximately 52% exposure to growth assets and approximately 48% exposure to defensive assets. The portfolio seeks to balance capital growth and income while constraining overall portfolio risk through diversification and active portfolio management across market conditions.

The Infinity Accelerate Balanced Portfolio is a diversified portfolio that invests across Australian equities, international equities, property and infrastructure, alternatives, fixed interest, and cash. The portfolio is actively managed within defined ranges and constructed using Infinity’s structured investment framework, which combines top‑down macroeconomic and market analysis with bottom‑up fundamental research on individual investments. The long‑term strategic asset allocation aims to have approximately 70% exposure to growth assets and approximately 30% exposure to defensive assets. The portfolio seeks to balance capital growth and income through diversification across asset classes while actively managing risk across market conditions.

The Infinity Accelerate Growth Portfolio is a diversified portfolio that invests across Australian equities, international equities, property and infrastructure, alternatives, fixed interest, and cash. The portfolio is actively managed using Infinity’s structured investment approach, incorporating top‑down macroeconomic analysis alongside bottom‑up fundamental research in portfolio construction and security selection. The long‑term strategic asset allocation aims to have approximately 85% exposure to growth assets and approximately 15% exposure to defensive assets. The portfolio is positioned to deliver higher long‑term capital growth and may experience greater volatility due to its higher allocation to growth assets.

The Infinity Accelerate High Growth Portfolio is a diversified portfolio that invests across Australian equities, international equities, property and infrastructure, alternatives, fixed interest, and cash. The portfolio is actively managed using Infinity’s structured and disciplined investment framework, which blends top‑down macroeconomic and market analysis with comprehensive bottom‑up research on individual investments. The long‑term strategic asset allocation aims to have approximately 92.5% exposure to growth assets and approximately 7.5% exposure to defensive assets. The portfolio is heavily growth‑oriented and is expected to experience a higher degree of volatility in pursuit of higher long‑term returns.

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within the allowable ranges. The long-term strategic asset allocation aims to have around 44% exposure to growth assets and 56% exposure to defensive assets.

The portfolio is designed for investors seeking exposure to a diversified mix of growth and some income assets with a focus on capital appreciation over the long term. They can tolerate a high level of investment risk including the potential for negative returns in any single year.

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within the allowable ranges. The long-term strategic asset allocation aims to have around 79% exposure to growth assets and 21% exposure to defensive assets.

The portfolio provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within the allowable ranges. The long-term strategic asset allocation aims to have around 89% exposure to growth assets and 11% exposure to defensive assets.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 60.0% exposure to growth assets and 40.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 60.0% exposure to growth assets and 40.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 70.0% exposure to growth assets and 30.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 70.0% exposure to growth assets and 30.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 80.0% exposure to growth assets and 20.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 80.0% exposure to growth assets and 20.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice High Growth Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 90.0% exposure to growth assets and 10.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

The Infinity Choice High Growth Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 90.0% exposure to growth assets and 10.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.