PDS and Brochures - ClearView

These website updates are dated 30 October 2019, 22 August 2019, 1 March 2019, 21 December 2018, 2 July 2018, 29 September 2017 and 1 July 2016. These website updates should be read in conjunction with the WealthSolutions IDPS Guide dated 1 October 2015.

WealthSolutions Investments IDPS Guide

WealthSolutions SMA Models Investment List

WealthSolutions Separately Managed Account

WealthSolutions SMA Website Updates

These website updates dated 26 June 2020, 30 October 2019, 22 August 2019 and 21 December 2018 should be read in conjunction with the WealthSolutions Separately Managed Account Product Disclosure Statement (PDS) and Additional Information Brochure (AIB) both dated 29 September 2017.

WealthSolutions SMA Product Disclosure Statement

WealthSolutions SMA Additional Information Brochure

WealthSolutions SMA Model Brochure

WealthSolutions SMA Models Investment List

WealthSolutions Super and Retirement Income

WealthSolutions Investment List

WealthSolutions Super & Retirement Income Website Updates

These website updates dated 1 July 2020, 30 October 2019, 22 August 2019 and 1 July 2019 should be read in conjunction with the WealthSolutions Super and Retirement Income Product Disclosure Statement (PDS) and Additional Information Brochure (AIB) dated 29 September 2017.

WealthSolutions Super and Retirement Income Product Disclosure Statement

WealthSolutions Super and Retirement Income Additional Information Brochure

WealthSolutions Super and Retirement Income IPS Models Brochure

ClearView Managed Portfolios

ClearView Managed Portfolios Product Disclosure Statement

ClearView Managed Portfolios Additional Information Brochure

ClearView Managed Portfolios Investments Brochure

CFML Managed Funds

CFML Antipodes Global Fund

CFML Antipodes Global Fund - website updates

The PDS website update dated 30 October 2019 and 21 December 2018 should be read in conjunction with the PDS.

CFML First Sentier Investors Infrastructure Fund

Previously called CFML Colonial Infrastructure Fund

CFML Fixed Interest Fund

CFML Listed Property Fund

CFML Money Market Fund

Previously called CFML Cash Fund

CFML RARE Emerging Markets Fund

CFML Schroder Equity Opportunities Fund

CFML Stewart Investors Worldwide Sustainability Fund

Previously called CFML MFS International Shares Fund

CFML Additional Information Brochure

ClearView Managed Investments

For Investment Options:
Australian Shares Growth, Diversified Balanced, Diversified Growth and Diversified Stable,
(Open to new and existing investors for these Investment Options)
Please note the Aggressive, Assertive, Conservative, Cautious, Monthly Payment and Prudent Options are now closed.

ClearView Managed Investments - website update 30 October 2019

ClearView Managed Investments Product Disclosure Statement

ClearView Managed Investments Additional Information

ClearView Managed Investments Application form