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SYNERGY RETIREMENT SERVICE INCOME STREAM INVESTMENT LIST

Investing
The investment options available through the the Synergy Retirement Service are selected by an Investment Committee using a disciplined research process. This process identifies quality investment options based on investment research conducted by specialist research providers. Your financial adviser will provide you with the investment list current at the time of application.
Switching
The flexibility to switch the investment options provides you and your financial adviser with the ability to change investments to meet your ongoing financial needs. Within the Synergy Retirement Service you may switch all or part of your investments, at any time and at no charge, should you wish to change the focus of your investment strategy. You may vary your overall investment strategy by disposing of investment options held or by selecting other investment options.

Click the option name to obtain an up-to-date copy of the underlying disclosure document.

Closed Denotes an investment option that is closed.

Restrictive Denotes an investment option with restrictive application and/or redemption requirements.

 Investment option Strategy
Aberdeen Actively Hedged International Equities Pool NTP  Shares - Intl - global
Aberdeen Australian Equities Pool NTP  Shares - Australian
Aberdeen Australian Fixed Income Pool NTP  Fixed interest - Aust
Aberdeen Classic Series Australian Equities Pool NTP  Shares - Australian
Aberdeen Emerging Opportunities Pool NTP  Shares - Intl - sector
Aberdeen Global Government Bond Pool NTP  Fixed interest - Intl
Aberdeen Inflation Linked Bond Pool NTP  Fixed interest - Aust
Aberdeen Multi-Asset Income Pool NTP  Multi sector conservative
Aberdeen Multi-Asset Real Return Pool NTP  Multi sector balanced
Acadian (W) Australian Equity Long Short Pool NTP  Alternative
Acorn Capital (W) Microcap Pool NTP  Shares - Aust - small co
Advance (W) International Sharemarket Pool NTP Shares - Intl - global
Alphinity (W) Australia Equity Pool NTP  Shares - Australian
Alphinity (W) Australian Share Pool NTP  Shares - Australian
Alphinity (W) Concentrated Australian Share Pool NTP  Shares - Australian
Alphinity (W) Socially Responsible Share Pool NTP Shares - Aust - ethical
AMP Capital (W) Global Equity - Growth Pool NTP  Shares - Intl - global
AMP Capital (W) Global Equity - Value Pool NTP  Shares - Intl - global
AMP Capital Australian Small Companies (Class A) Pool NTP Shares - Aust - small co
AMP Capital Balanced Growth (Class A) Pool NTP Multi sector growth
AMP Capital Core Property (Class A) Pool NTP Property - hybrid
AMP Capital Enhanced Yield (Class A) Pool NTP Fixed interest - hybrid
AMP Capital Equity (Class A) Pool NTP  Shares - Australian
AMP Capital Responsible Inv Leaders Intl Sh (Class A) Pool NTP  Shares - Intl - ethical
Antares High Growth Shares Pool NTP  Shares - Australian
APN Unlisted Property Pool NTP Property - hybrid
Arrowstreet Global Equity (Hedged) Pool NTP  Shares - Intl - global
Asteron Life (W) (Untaxed) Equity Pool NTP Shares - Australian
Ausbil Australian Active Equity Pool NTP  Shares - Australian
Ausbil Australian Emerging Leaders Pool NTP  Shares - Australian
Aust Unity (W) Mortgage Income Pool NTP Fixed interest - mortgage
Aust Unity (W) Platypus Australian Equities Pool NTP  Shares - Australian
BankWest Business TeleNet Saver Pool NTP  Cash
Bentham (W) Global Income Pool NTP  Fixed interest - hybrid
BlackRock (W) Australian Share Pool NTP  Shares - Australian
BlackRock (W) Balanced Pool NTP  Multi sector balanced
BlackRock (W) Managed Income Pool NTP  Multi sector conservative
BlackRock Global Allocation (Aust) Pool NTP  Shares - Intl - global
BlackRock International Gold Pool NTP  Shares - Intl - sector
BlackRock Scientific Diversified Stable Pool NTP  Multi sector conservative
BT (W) Active Balanced Pool NTP  Multi sector balanced
BT (W) Asian Share Pool NTP Shares - Intl - regional
BT (W) Australian Share Pool NTP  Shares - Australian
BT (W) Balanced Returns Pool NTP Multi sector balanced
BT (W) Conservative Outlook Pool NTP Multi sector conservative
BT (W) Core Australian Share Pool NTP Shares - Australian
BT (W) Ethical Share Pool NTP  Shares - Aust - ethical
BT (W) Focus Australian Share Pool NTP  Shares - Australian
BT (W) Property Investment Pool NTP  Property securities
BT Global Return Pool NTP Alternative
Challenger Guaranteed Income (CHYF) Pool NTP Fixed interest - Aust
Charter Hall Umbrella Pool NTP Property - hybrid
Colonial First State (W) Aust Bond Pool NTP  Fixed interest - Aust
Colonial First State (W) Aust Share Pool NTP  Shares - Australian
Colonial First State (W) Conservative Pool NTP  Multi sector conservative
Colonial First State (W) Diversified Pool NTP  Multi sector growth
Colonial First State (W) Geared Global Share Pool NTP Shares - Intl - global
Colonial First State (W) Geared Share Pool NTP  Shares - Aust - geared
Colonial First State (W) Global Credit Income Pool NTP  Fixed interest - Intl
Colonial First State (W) Global Resources Pool NTP  Shares - Intl - sector
Colonial First State (W) Global Share Pool NTP  Shares - Intl - global
Colonial First State (W) Imputation Pool NTP  Shares - Australian
Colonial First State (W) Property Securities Pool NTP  Property securities
Colonial First State Global Resources Tactical (Class A) Pool NTP Alternative
DWS Global Equity Thematic (Fully Hedged) Pool NTP  Shares - Intl - global
EQT SGH (W) Absolute Return Pool NTP  Shares - Australian
EQT SGH (W) Small Companies Pool NTP Shares - Aust - small co
Fidelity Australian Equities Pool NTP  Shares - Australian
Goldman Sachs Australian Infrastructure (W) Pool NTP  Alternative
Goldman Sachs Global Small Companies (W) Pool NTP  Shares - Intl - small co
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Pool NTP  Shares - Intl - global
Howard (W) Mortgage Pool NTP Fixed interest - mortgage
Hunter Hall Global Equities Pool NTP  Shares - Intl - ethical
Hunter Hall Value Growth Pool NTP  Shares - Intl & Australian
IFP Global Franchise Pool NTP  Shares - Intl - global
Integrity (W) Australian Share No. 2 Pool NTP Shares - Australian
Investors Mutual (W) Aust Share Pool NTP  Shares - Australian
Investors Mutual (W) Australian Smaller Companies Pool NTP Shares - Aust - small co
Investors Mutual (W) Future Leaders Pool NTP Shares - Aust - small co
IOOF Tax Exempt Cash Enhanced PST Pool NTP Cash
Ironbark Global Diversified Alternatives Pool NTP  Alternative
Ironbark Karara Australian Share Pool NTP  Shares - Australian
Kinetic (W) Emerging Companies Pool NTP  Shares - Aust - small co
LHP Diversified Investments Pool NTP Alternative
Macquarie (W) Treasury Pool NTP  Cash
Macquarie Australian Fixed Interest Pool NTP  Fixed interest - Aust
Macquarie Australian Small Companies Pool NTP  Shares - Aust - small co
Macquarie Diversified Fixed Interest Pool NTP  Fixed interest - Intl
Macquarie Income Opportunities Pool NTP  Fixed interest - Aust
Macquarie International Infrastructure Securities Pool NTP  Alternative
Macquarie Master Property Securities Pool NTP  Property securities
Magellan Global Pool NTP  Shares - Intl - global
Magellan Infrastructure Pool NTP  Alternative
Maple-Brown Abbott Diversified Inv Pool NTP  Multi sector balanced
Maple-Brown Abbott Imputation Pool NTP  Shares - Australian
Mercer Diversified Alternatives Pool NTP  Alternative
Merlon (W) Australian Share Income Pool NTP  Shares - Australian
Metisq (W) Asian Share Pool NTP  Shares - Intl - regional
MLC (W) IncomeBuilder Pool NTP  Shares - Australian
MLC Platinum Global Pool NTP Shares - Intl - global
North Select Active Balanced Pool NTP  Multi sector balanced
North Select Active Growth Pool NTP  Multi sector growth
North Select Active High Growth Pool NTP  Multi sector growth
North Select Active Moderately Defensive Pool NTP  Multi sector balanced
NovaPort (W) Smaller Companies Pool NTP  Shares - Aust - small co
OC Premium Small Companies Pool NTP Shares - Aust - small co
OnePath Annuity & Pension Balanced Pool NTP Multi sector balanced
OnePath Annuity & Pension Growth Pool NTP Multi sector growth
OnePath Annuity & Pension Stable Pool NTP Multi sector conservative
OnePath Blue Chip Imputation Pool NTP  Shares - Australian
OnePath Mortgage No 2 Pool NTP Fixed interest - mortgage
Orion (W) Australian Share Pool NTP  Shares - Australian
Pengana Emerging Companies Pool NTP Shares - Aust - small co
Perennial Hedged Global Property (W) Pool NTP  Property - International
Perennial Tactical Income Pool NTP  Fixed interest - Aust
Perennial Value Shares (W) Pool NTP  Shares - Australian
Perpetual (W) Australian Pool NTP  Shares - Australian
Perpetual (W) Balanced Growth Pool NTP  Multi sector growth
Perpetual (W) Concentrated Equity Pool NTP  Shares - Australian
Perpetual (W) Geared Australian Pool NTP  Shares - Aust - geared
Perpetual (W) Industrial Pool NTP  Shares - Australian
Perpetual (W) International Share Pool NTP  Shares - Intl - global
Perpetual (W) Monthly Income Pool NTP Fixed interest - mortgage
Perpetual (W) Property Income Pool NTP Property - hybrid
Perpetual (W) Property Securities Pool NTP Property securities
Perpetual (W) Smaller Companies Pool NTP  Shares - Aust - small co
PIMCO EQT (W) Australian Focus Pool NTP  Fixed interest - Aust
Platinum Asia Pool NTP  Shares - Intl - regional
Platinum European Pool NTP  Shares - Intl - regional
Platinum International Pool NTP  Shares - Intl - global
Platinum International Technology Pool NTP  Shares - Intl - sector
PM Capital Absolute Performance Pool NTP  Shares - Intl - global
PM Capital Enhanced Yield Pool NTP  Fixed interest - hybrid
Premium China Pool NTP  Shares - Intl - regional
Principal Global Credit Opportunities Pool NTP  Fixed interest - Intl
RREEF Paladin Property Securities Pool NTP  Property securities
Russell Australian Opportunities Pool NTP  Shares - Australian
Russell II Portfolio (Class A) Pool NTP  Multi sector conservative
Russell International Shares (Class A) Pool NTP  Shares - Intl - global
Russell Intl Property Securities $A Hedged Class A Pool NTP  Property - International
Russell IV Portfolio (Class A) Pool NTP  Multi sector balanced
Russell V Portfolio (Class A) Pool NTP  Multi sector growth
Schroder (W) Australian Equity Pool NTP  Shares - Australian
Schroder Fixed Income Pool NTP  Fixed interest - Aust
Schroder Global Emerging Markets Pool NTP  Shares - Intl - global
SG Hiscock (W) Hybrid Property Pool NTP Property - hybrid
SGH20 Pool NTP  Shares - Australian
Smallco Investment Pool NTP Shares - Aust - small co
Synergy Australian Equities Pool NTP  Shares - Australian
Synergy High Growth Pool NTP  Multi sector growth
Synergy International Equities (Hedged) Pool NTP  Shares - Intl - global
Tasmanian Perpetual Cash Management Pool NTP Cash
UBS Australian Share Pool NTP  Shares - Australian
UBS Cash Plus Pool NTP  Cash
UBS Cash Pool NTP  Cash
UBS Diversified Credit Pool NTP  Fixed interest - hybrid
van Eyk Blueprint Australian Shares Pool NTP  Shares - Australian
van Eyk Blueprint Balanced Pool NTP  Multi sector balanced
van Eyk Blueprint Capital Stable Pool NTP  Multi sector conservative
van Eyk Blueprint Diversified Income Pool NTP Multi sector conservative
van Eyk Blueprint Gold Bullion Pool NTP Alternative
van Eyk Blueprint High Growth Pool NTP  Multi sector growth
van Eyk Blueprint International Shares Pool NTP  Shares - Intl - global
van Eyk Blueprint Listed Property and Infrastructure Pool NTP Property - hybrid
Vanguard Aust Shares Index Pool NTP  Shares - Australian
Vanguard Australian Fixed Interest Index Pool NTP  Fixed interest - Aust
Vanguard Australian Property Securities Index Pool NTP  Property securities
Vanguard Global Infrastructure Pool NTP  Alternative
Vanguard International Property Securities Index Pool NTP  Property - International
Vanguard International Shares Index Pool NTP  Shares - Intl - global
Vanguard Intl Fixed Int Index (Hedged) Pool NTP  Fixed interest - Intl
Walter Scott Global Equity (Hedged) Pool NTP  Shares - Intl - global
Walter Scott Global Equity Pool NTP  Shares - Intl - global
Zurich Investments Equity Income Pool NTP  Shares - Australian
Zurich Investments Global Thematic Share Pool NTP  Shares - Intl - global
Zurich Investments Managed Growth Pool NTP  Multi sector growth