Performance and fund profiles

Father and young son with piggy bank


Detailed fund profiles, including performance for each investment option, can be found below.

WealthFoundations Super & TTR fund profiles

WealthFoundations Pension fund profiles

CMP fund profiles

CFML Managed Funds fund profiles

ClearView Managed Investments, Roll-Over Bond and Savings Bond

Top 10 holdings

Snapshots of the top 10 portfolio holdings for each of the underlying funds within WealthFoundations, the ClearView Managed Portfolios and the CFML Funds can be found here.

How your adviser can help

Before you make a decision to invest, it is important to read the disclosure documents for the investments you are considering. Your adviser can provide you with copies of the relevant disclosure documents.

For reports from previous quarters, please contact your adviser. You should also speak to your adviser if you have particular questions or wish to review your investments.

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