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What we invest in

Your super is invested in a wide range of asset classes, both within Australia and around the world. These include:

  • Shares/equities
  • Property
  • Infrastructure
  • Cash, bonds and fixed income
  • And more.

Portfolio Holdings

Below are links for each investment option which provide details of asset class managers. It also provides portfolio holding disclosure for each accumulation (superannuation) and pension (retirement income) investment option.

Portfolio holding disclosure will tell you which shares and securities are held directly by First Super and in the case of investment in investment trusts, the name of the manager and the value of the investment at a point in time.

Balanced (MySuper) – (Super and Retirement Income)

Asset class Fund Manager
Australian Fixed Income  

Blackrock Aus Bond Index Fund

IFM Aus Credit Opportunities Mandate

IFM Specialised Credit Fund

IFM Asia-Pacific Debt Fund
Australian Listed Equities  

Allan Gray Australian Equities Fund

Ausbil Australian Equities Fund

Eley Griffiths Aust Equities Small Companies Mandate

IFM Enhanced Index Aust Equity Mandate
Australian Unlisted Equities  

Stafford First Super Trust 

Frontier Investment Consulting

Industry Super Holdings

ROC Partners Trust 3

ROC Partners Trust IV

Stafford Private Equity 3

Stafford Private Equity 4

Super Benefits Administration
Australian Unlisted Infrastructure  

IFM Australian Infrastructure Fund

Utilities Trust of Australia
Australian Unlisted Property  

FRANKLIN INTERNATIONAL REAL ESTATE FUND 2

ISPT Core Fund
Cash  

Cash

IFM Transact Cash Fund

Short Term Cash Account (Term Deposit)
International Fixed Income  

Blackrock Global Bond Index Fund

PIMCO Target Return Fund

Westbourne Infrastructure Debt Fund 2
International Listed Equities  

IFM International Equities Mandate

C Worldwide Global Equity Fund

Skerryvore Global Emerging Markets Equity Fund

Metropolis Mandate
International Unlisted Equities  

IFM International Private Equity 1

Wilshire Private Markets LPs
International Unlisted Infrastructure
IFM International Instructure

As at 31 December 2023

View in Excel (recommended)

View in CSV

Shares Plus – (Super and Retirement Income)

Asset class Fund manager
Australian Listed Equities  

Allan Gray Australian Equities Fund

Ausbil Australian Equities Fund

Eley Griffiths Aust Equities Small Companies Mandate

IFM Asia-Pacific Debt Fund 

IFM Enhanced Index Aust Equity Mandate
Australian Unlisted Equities  

Stafford First Super Trust 

Frontier Investment Consulting

Industry Super Holdings

ROC Partners Trust 3

ROC Partners Trust IV

Stafford Private Equity 3

Stafford Private Equity 4

Super Benefits Administration
Australian Unlisted Infrastructure  

IFM Australian Infrastructure Fund

Utilities Trust of Australia
Australian Unlisted Property  

FRANKLIN INTERNATIONAL REAL ESTATE FUND 2

ISPT Core Fund
International Listed Equities  

IFM International Equities Mandate

C Worldwide Global Equity Fund

Skerryvore Global Emerging Markets Equity Fund

Metropolis Mandate 
International Unlisted Equities  

IFM International Private Equity 1

Wilshire Private Markets LPs
International Unlisted Infrastructure IFM International Instructure

As at 31 December 2023

View in Excel (recommended)

View in CSV

Growth – (Super and Retirement Income)

Asset class Fund manager
Australian Fixed Income  

Blackrock Aus Bond Index Fund

IFM Aus Credit Opportunities Mandate

IFM Specialised Credit Fund

IFM Asia-Pacific Debt Fund
Australian Listed Equities  

Allan Gray Australian Equities Fund

Ausbil Australian Equities Fund

Eley Griffiths Aust Equities Small Companies Mandate

IFM Enhanced Index Aust Equity Mandate
Australian Unlisted Equities  

Stafford First Super Trust 

Frontier Investment Consulting

Industry Super Holdings

ROC Partners Trust 3

ROC Partners Trust IV

Stafford Private Equity 3

Stafford Private Equity 4

Super Benefits Administration
Australian Unlisted Infrastructure  

IFM Australian Infrastructure Fund

Utilities Trust of Australia
Australian Unlisted Property  

FRANKLIN INTERNATIONAL REAL ESTATE FUND 2

ISPT Core Fund
Cash  

Cash

IFM Transact Cash Fund

Short Term Cash Account (Term Deposit)
International Fixed Income  

Blackrock Global Bond Index Fund

PIMCO Target Return Fund

Westbourne Infrastructure Debt Fund 2
International Listed Equities  

IFM International Equities Mandate

C Worldwide Global Equity Fund

Skerryvore Global Emerging Markets Equity Fund

Metropolis Mandate
International Unlisted Equities  

IFM International Private Equity 1

Wilshire Private Markets LPs
International Unlisted Infrastructure IFM International Instructure

As at 31 December 2023

View in Excel (recommended)

View in CSV

Conservative balanced – (Super and Retirement Income)

Asset class Fund manager
Australian Fixed Income  

Blackrock Aus Bond Index Fund

IFM Aus Credit Opportunities Mandate

IFM Specialised Credit Fund

IFM Asia-Pacific Debt Fund
Australian Listed Equities  

Allan Gray Australian Equities Fund

Ausbil Australian Equities Fund

Eley Griffiths Aust Equities Small Companies Mandate

IFM Enhanced Index Aust Equity Mandate*
Australian Unlisted Infrastructure  

IFM Australian Infrastructure Fund

Utilities Trust of Australia
Australian Unlisted Property  

FRANKLIN INTERNATIONAL REAL ESTATE FUND 2

ISPT Core Fund
Cash  

Cash

IFM Transact Cash Fund

Short Term Cash Account (Term Deposit)
International Fixed Income  

Blackrock Global Bond Index Fund

PIMCO Target Return Fund

Westbourne Infrastructure Debt Fund 2
International Listed Equities  

IFM International Equities Mandate

C Worldwide Global Equity Fund

Skerryvore Global Emerging Markets Equity Fund 

Metropolis Mandate
International Unlisted Infrastructure IFM International Instructure

As at 31 December 2023

View in Excel (recommended)

View in CSV

Cash – (Super and Retirement Income)

Asset class Asset manager
 Cash  

Cash

IFM Transact Cash Fund

Short Term Cash Account (Term Deposit)

As at 31 December 2023

View in Excel (recommended)

View in CSV


 

NEED HELP CHOOSING YOUR INVESTMENTS?

With your First Super membership, you can get advice about your investment options at no extra cost. It’s all part of our service to you. Call us today on 1300 360 988 or email us.