PDS and Brochures - ClearView

The WealthSolutions2 documents below should be read with the Additional Information Brochure, Investment Booklet and Important Updates to the Product Disclosure Statement available here.

WealthSolutions2 IDPS Guide (Part 1 & 2)

WealthSolutions2 IDPS Application form

WealthSolutions2 Super and Retirement Product Disclosure Statement (Part 1 & 2)

WealthSolutions2 Super and Retirement Application form

WealthSolutions Investments

WealthSolutions Investments Website Updates

The website update is dated 1 July 2021 and should be read in conjunction with the WealthSolutions IDPS Guide dated 4 May 2021.

WealthSolutions Investments IDPS Guide

WealthSolutions Investment Booklet

WealthSolutions Super and Retirement Income

WealthSolutions Super & Retirement Income Website Updates

This website update is dated 1 July 2021 and should be read in conjunction with the WealthSolutions Super and Retirement Income Product Disclosure Statement (PDS) and Additional Information Brochure (AIB) dated 4 May 2021.

WealthSolutions Super and Retirement Income Product Disclosure Statement

WealthSolutions Super and Retirement Income Additional Information Brochure

WealthSolutions Investment Booklet

WealthSolutions Super and Retirement Income Application Form

Closed to new members from 1 December 2020

ClearView Managed Portfolios

ClearView Managed Portfolios Website Update

These website updates are dated 22 March 2021 & 1 October 2021. They should be read in conjunction with the ClearView Managed Portfolio Product Disclosure Statement dated 26 June 2020.

ClearView Managed Portfolios Product Disclosure Statement

ClearView Managed Portfolios Additional Information Brochure

ClearView Managed Portfolios Investments Brochure

CFML Managed Funds

CFML Antipodes Global Fund Website Update 1 October 2021

CFML Antipodes Global Fund

CFML ClearBridge RARE Emerging Markets Fund Website Update 1 October 2021

CFML ClearBridge RARE Emerging Markets Fund

CFML Fairlight Global Fund

CFML First Sentier Investors Infrastructure Fund Website Update 1 October 2021

CFML First Sentier Investors Infrastructure Fund

CFML Fixed Interest Fund Website Update 1 October 2021

CFML Fixed Interest Fund

CFML Money Market Fund Website Update 1 October 2021

CFML Money Market Fund

CFML Schroder Equity Opportunities Fund Website Update 1 October 2021

CFML Schroder Equity Opportunities Fund

CFML Stewart Investors Worldwide Sustainability Fund Website Update 1 October 2021

CFML Stewart Investors Worldwide Sustainability Fund

CFML Additional Information Brochure

CFML Funds Buy-Sell Spread Information

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 1 October 2021

This website update dated 1 October 2021 should be read in conjunction with the Product Disclosure Statement.

ClearView Managed Investments Product Disclosure Statement

ClearView Managed Investments Additional Information

ClearView Managed Investments Application form

ClearView Managed Investments Buy-Sell Spread Information