Managed Investments Star Ratings page 1
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1 Seasoned Investor - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR Colonial First State - FC WS Inv - Diversified Fund 3 FSF0472AU ,000 P P Vanguard LifeStrategy Balanced Fund VAN0124AU ,000 O O «Advance Moderate Multi-blend W ADV0091AU ,000 P P Colonial FirstChoice Investments - FirstChoice Multi-Index Diversified FSF0252AU ,000 P P OptiMix Wholesale Moderate Trust - Class A Units LEF0051AU ,000 O O Russell Diversified 50 Fund RIM0003AU ,000 O O Suncorp Wholesale Balanced Fund SUN0147AU O O Ventura Diversified 50 Fund RIM0019AU ,000 P P AXA - Generations - Moderately Defensive Index NMF0019AU ,000 P P AXA Gen - Moderately Defensive NML0587AU ,000 P P BT Wholesale Funds - BT Wholesale Balanced Returns Fund BTA0806AU ,000 O O CFS FirstChoice Wholesale Moderate FSF0500AU ,000 P P Managed Investments Star Ratings page 1
2 Seasoned Investor - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR Colonial FirstChoice Investments - Colonial Balanced FSF0254AU ,000 P P Colonial FirstChoice Investments - FirstChoice Moderate FSF0224AU ,000 P P Colonial Wholesale Balanced FSF0040AU ,000 P P DDH Balanced Growth Fund QIN0003AU ,000 P O Flexible Lifetime Inv - AMP Monthly Income Fund No.1 AMP1442AU ,000 P P Flexible Lifetime Inv - AMP Monthly Income Fund No.2 AMP1443AU ,500 P P Flexible Lifetime Inv - AMP Monthly Income Fund No.3 AMP1444AU ,500 P P OnePath OA IP - OnePath Balanced EF MMF0071AU ,000 P P Russell Diversified 50 Fund - Class C Units RIM0013AU ,000 O O WealthFocus Investment Advantage Perpetual's Diversified Growth PER0489AU ,000 P P Advance Moderate Multi-Blend Fund ADV0090AU ,500 P P MLC MasterKey Unit Trust Horizon 3 - Conservative Growth Portfolio MLC0393AU ,000 P P OnePath ISB - Optimix Moderate EF MMF0956AU ,500 P O Managed Investments Star Ratings page 2
3 Seasoned Investor - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR OnePath OA IP - Optimix Moderate EF MMF0582AU ,000 P P «Australian Ethical Balanced Trust AUG0001AU ,000 P O Sandhurst BMF - Bendigo Balanced STL0009AU ,000 P O Managed Investments Star Ratings page 3
4 Wealth Builder - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR Advance Moderate Multi-blend W ADV0091AU ,000 P P Colonial First State - FC WS Inv - Diversified Fund 3 FSF0472AU ,000 P P «CFS FirstChoice Wholesale Moderate FSF0500AU ,000 P P Colonial FirstChoice Investments - FirstChoice Multi-Index Diversified FSF0252AU ,000 P P Colonial Wholesale Balanced FSF0040AU ,000 P P AXA - Generations - Moderately Defensive Index NMF0019AU ,000 P P AXA Gen - Moderately Defensive NML0587AU ,000 P P Colonial FirstChoice Investments - Colonial Balanced FSF0254AU ,000 P P Colonial FirstChoice Investments - FirstChoice Moderate FSF0224AU ,000 P P DDH Balanced Growth Fund QIN0003AU ,000 P O Flexible Lifetime Inv - AMP Monthly Income Fund No.2 AMP1443AU ,500 P P Flexible Lifetime Inv - AMP Monthly Income Fund No.3 AMP1444AU ,500 P P Managed Investments Star Ratings page 4
5 Wealth Builder - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR MLC MasterKey Unit Trust Horizon 3 - Conservative Growth Portfolio MLC0393AU ,000 P P OnePath OA IP - OnePath Balanced EF MMF0071AU ,000 P P OnePath OA IP - Optimix Moderate EF MMF0582AU ,000 P P WealthFocus Investment Advantage Perpetual's Diversified Growth PER0489AU ,000 P P Advance Moderate Multi-Blend Fund ADV0090AU ,500 P P Australian Ethical Balanced Trust AUG0001AU ,000 P O OnePath ISB - Optimix Moderate EF MMF0956AU ,500 P O Sandhurst BMF - Bendigo Balanced STL0009AU ,000 P O Managed Investments Star Ratings page 5
6 Regular Income - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR Colonial First State - FC WS Inv - Diversified Fund 3 FSF0472AU ,000 P P «Advance Moderate Multi-blend W ADV0091AU ,000 P P Colonial FirstChoice Investments - FirstChoice Multi-Index Diversified FSF0252AU ,000 P P Colonial Wholesale Balanced FSF0040AU ,000 P P FirstChoice Wholesale Moderate FSF0500AU ,000 P P Ventura Diversified 50 Fund RIM0019AU ,000 P P AXA - Generations - Moderately Defensive Index NMF0019AU ,000 P P AXA Gen - Moderately Defensive NML0587AU ,000 P P Colonial FirstChoice Investments - Colonial Balanced FSF0254AU ,000 P P Colonial FirstChoice Investments - FirstChoice Moderate FSF0224AU ,000 P P Flexible Lifetime Inv - AMP Monthly Income Fund No.1 AMP1442AU ,000 P P Flexible Lifetime Inv - AMP Monthly Income Fund No.2 AMP1443AU ,500 P P Managed Investments Star Ratings page 6
7 Regular Income - Multi-Sector Balanced Multisector Balanced funds are based on a growth asset allocation between MER / ICR Flexible Lifetime Inv - AMP Monthly Income Fund No.3 AMP1444AU ,500 P P WealthFocus Investment Advantage Perpetual's Diversified Growth PER0489AU ,000 P P Advance Moderate Multi-Blend Fund ADV0090AU ,500 P P MLC MasterKey Unit Trust Horizon 3 - Conservative Growth Portfolio MLC0393AU ,000 P P OnePath OA IP - OnePath Balanced EF MMF0071AU ,000 P P OnePath OA IP - Optimix Moderate EF MMF0582AU ,000 P P Managed Investments Star Ratings page 7
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