Futurity Fund Fact Sheets

Investment Option

Underlying Fund Manager (UFM)

Futurity Managed and Blended Balanced

Underlying Fund Manager (UFM)

Futurity Investment Group

Futurity Managed and Blended Growth

Underlying Fund Manager (UFM)

Futurity Investment Group

Futurity Managed and Blended Responsible Investing

Underlying Fund Manager (UFM)

Futurity Investment Group

Futurity Diversified Indexed Conservative

Underlying Fund Manager (UFM)

Vanguard Conservative Index Fund

Futurity Diversified Indexed Balanced

Underlying Fund Manager (UFM)

Vanguard Balanced Index Fund

Futurity Diversified Indexed Growth

Underlying Fund Manager (UFM)

Vanguard Growth Index Fund

Futurity Diversified Indexed High Growth

Underlying Fund Manager (UFM)

Vanguard High Growth Index Fund

Futurity Diversified Active Conservative

Underlying Fund Manager (UFM)

MLC Wholesale Horizon 2 Income Portfolio

Futurity Diversified Active Balanced

Underlying Fund Manager (UFM)

MLC Wholesale Horizon 3 Conservative Growth Portfolio

Futurity Diversified Active Growth

Underlying Fund Manager (UFM)

MLC Wholesale Horizon 4 Balanced Portfolio

Futurity Diversified Active High Growth

Underlying Fund Manager (UFM)

MLC Wholesale Horizon 5 Growth Portfolio

Futurity Diversified Active Balanced - 2

Underlying Fund Manager (UFM)

Dimensional World Allocation 50/50 Trust

Futurity Diversified Active Growth - 2

Underlying Fund Manager (UFM)

Dimensional World Allocation 70/30 Trust

Futurity Diversified Active Growth - 3

Underlying Fund Manager (UFM)

Perpetual Wholesale Diversified Growth Fund

Futurity Diversified Active High Growth - 2

Underlying Fund Manager (UFM)

Pendal Active High Growth Fund

Futurity Diversified Active Responsible Investment

Underlying Fund Manager (UFM)

Dimensional Sustainability World Allocation 70/30 Trust

Futurity Diversified Active Responsible Investment - 2

Underlying Fund Manager (UFM)

Pendal Sustainable Balanced Fund

Futurity Sectoral Indexed Aust Fixed Income

Underlying Fund Manager (UFM)

Vanguard Australian Fixed Interest Index Fund

Futurity Sectoral Indexed Aust Equities

Underlying Fund Manager (UFM)

Vanguard Australian Shares Index Fund

Futurity Sectoral Indexed International Equities

Underlying Fund Manager (UFM)

Vanguard International Shares Index Fund – Hedged

Futurity Sectoral Indexed Emerging Market Equities

Underlying Fund Manager (UFM)

Vanguard Emerging Markets Shares Index Fund

Futurity Sectoral Indexed Property

Underlying Fund Manager (UFM)

Vanguard Australian Property Securities Index Fund

Futurity Sectoral Indexed Responsible Investment

Underlying Fund Manager (UFM)

Vanguard Ethically Conscious International Shares Index Fund – Global Equities

Futurity Sectoral Indexed – International Fixed Income

Underlying Fund Manager (UFM)

Vanguard Global Aggregate Bond Interest Index Fund (Hedged)

Futurity Sectoral Active Cash

Underlying Fund Manager (UFM)

First Sentier Institutional Cash Fund

Futurity Sectoral Active Aust Fixed Income

Underlying Fund Manager (UFM)

PIMCO Australian Bond Fund

Futurity Sectoral Active Aust Equities

Underlying Fund Manager (UFM)

Alliance Bernstein Managed Volatility Equities Fund (Managed Fund) – MVE Class

Futurity Sectoral Active International Equities

Underlying Fund Manager (UFM)

MFS Fully Hedged Global Equity Trust

Futurity Sectoral Active Active Emerging Market Equities

Underlying Fund Manager (UFM)

MFS Emerging Markets Equity Trust

Futurity Sectoral Active International Fixed Income

Underlying Fund Manager (UFM)

PIMCO Global Bond Fund (Hedged)

Futurity Sectoral Active Responsible Investment

Underlying Fund Manager (UFM)

Perpetual ESG Australian Share Fund

Futurity Sectoral Active Responsible Investment - 2

Underlying Fund Manager (UFM)

Australian Ethical Australian Shares Fund (Wholesale)


Collateral

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