Since 1984, Advance has partnered with some of the smartest names in funds management - a collection of boutique and specialist managers - that together aim to achieve more than one single manager.
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Fact Sheets
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| Advance Alliance Investment Suite Investing (Retail and Wholesale Products) |
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| 1. Diversified Multi-Blend Funds | |
 Defensive
Multi-Blend Fund |
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| A diversified fund that invests primarily in defensive assets of cash and fixed income, with some exposure to growth assets. | |
| Moderate
Multi-Blend Fund |
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| A diversified fund that invests in a mix of growth and defensive assets, with an emphasis on secure income producing assets. | |
| Balanced
Multi-Blend Fund |
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| A diversified fund that invests in a mix of growth and defensive assets. | |
| Growth
Multi-Blend Fund |
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| A diversified fund that invests primarily in growth assets, with some moderate exposure to defensive assets. | |
| High
Growth Multi-Blend Fund |
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| A diversified fund that invests exclusively in growth assets. | |
| 2. Sector Multi-Blend Funds | |
| Australian
Shares Multi-Blend Fund |
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| A single asset sector fund that invests in a wide range of shares and other securities listed or expected to be listed on the Australian Stock Exchange. | |
| Australian
Smaller Companies Multi-Blend Fund |
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| A single asset sector fund that invests in small capitalisation shares and other securities listed or expected to be listed on the Australian Stock Exchange. | |
| International
Shares Multi-Blend Fund |
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| A single sector fund that invests in a wide range of shares and other securities listed or expected to be listed on the selected world stock exchanges including emerging markets. | |
| Property
Securities Multi-Blend Fund |
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| A single asset sector fund that invests in property security trusts and other property related shares. | |
| Australian
Fixed Interest Multi-Blend Fund |
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| A single asset sector fund that invests in a wide range of Australian interest bearing securities such as Commonwealth, State, local and semi government and corporate bonds. | |
| International
Fixed Interest Multi-Blend Fund |
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| A single asset sector fund that invests in a wide range of international fixed income securities such as government and corporate bonds. | |
| 3. Single Manager Sector Funds | |
| Advance Tradewinds Global Equities Fund |
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| A single sector fund that aims to invest in a concentrated high conviction portfolio of global equities listed or expected to be listed, on selected world stock exchanges including emerging markets and across a diverse range of industries. | |
| Advance
Imputation Fund |
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| A single asset sector fund that invests in a wide range of shares and other securities, chosen for their perceived "fundamental value". The strategy favours shares providing imputation credits. | |
| Advance
Concentrated Australian Share Fund |
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| A concentrated, single asset sector fund that aims to provide strong medium to long term growth by targeting outperformance of its index by greater than 4.5%. | |
| Advance
Australian Equity Growth Fund |
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| A single asset sector fund that invests in a wide range of shares and other securities listed or expected to be listed on the Australian Stock Exchange. | |
| Advance
Australian Smaller Companies Fund † |
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| A single asset sector fund that invests in securities listed or expected to be listed on the Australian Stock Exchange generally with a market capitalisation of less than $1.2 billion. | |
| Advance
Australian Geared Equity Fund |
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| A single asset sector fund that invests in a wide range of shares and other securities listed or expected to be listed on the Australian Stock Exchange. It offers a cost-effective gearing strategy with potentially enhanced total returns and tax efficiency. | |
| Advance
Global Alpha Fund (Wholesale Units) |
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| A global tactical asset allocation fund that invests in a diversified range of overseas markets such as currency, equities and bonds via physical securities and derivatives. |
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| Advance
International Sharemarket Fund |
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| A single asset sector fund that invests in a wide range of shares and other securities chosen for their perceived "fundamental value", listed or expected to be listed on selected world stock exchanges including emerging markets. | |
| Advance
International Shares Core Fund |
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| A single asset sector fund that invests directly or through other funds in a wide range of global shares listed or expected to be listed on selected world stock exchanges, including emerging markets. | |
| Advance
Asian Equity Fund |
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| A single asset sector fund that invests directly or through other funds in a diverse range of securities listed or expected to be listed on stock exchanges throughout Asia excluding Japan. | |
| Advance
Property Securities Fund |
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| A single asset sector fund that invests in property security trusts and other property related shares. | |
| Advance
Mortgage Fund |
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| A single sector fund that invests in a wide range of Australian-based first registered mortgages and other real estate related fixed interest securities. | |
| Advance Mortgage Rate |
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| A single sector fund that invests in a wide range of Australian-based first registered mortgages and other real estate related fixed interest securities. | |
| Advance
Cash Management Fund |
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| Invest in a range of short-term money market securities with a high level of capital security. | |
| Advance Alleron Australian Equity Growth Fund |
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| To provide long-term capital growth by investing in Australian shares. The Fund aims to provide investors with a total investment return (before fees and taxes) that outperforms the S&P/ASX 200 Accumulation Index over five years or longer by predominantly investing in Australian growth equities. | |
| Superanuation (Retail and Wholesale Products) | |
| Advance Retirement Suite |
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| A complying superannuation fund designed to suit your changing lifestyle. It is a flexible solution to your retirement savings needs which offers savings for retirement and a pension after retirement. | |
| Advance Pooled Superannuation Trust |
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| This trust is designed for trustees of complying superannuation master trusts, corporate superannuation funds and self managed superannuation funds. | |
| Advance Retirement Savings Account |
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| The Advance RSA is a simple and secure superannuation account with no fees that acts like a bank account but can accept superannuation money. | |
| Retirement (Retail and Wholesale Products) | |
| Advance Retirement Suite |
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| A complying superannuation fund designed to suit your changing lifestyle. It is a flexible solution to your retirement savings needs which offers savings for retirement and a pension after retirement. | |
† New investors cannot invest in this fund through an IDPS operator or an IDPS like scheme (such as a mastertrust or wrap account operator).
| Stand Alone Investment Funds | |
| Advance
Sharemarket Fund (Wholesale Units) |
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| A single sector fund that invests in a wide range of shares and other securities, chosen for their perceived "fundamental value". The strategy favours shares providing imputation credits. | |
Advance is the issuer of interests in the Advance Managed Funds and Asgard is the issuer of the interests in the Advance Super Products (the "Advance Products"). The information displayed or given on this webpage is of a general nature and does not take into account any person's objectives, financial situation or needs and, because of that, you should, before acting on the information, consider whether the information is appropriate for you, having regard to these factors. You should also consider obtaining independent legal, financial and/or other professional advice before making a decision in relation to any investment. Before deciding whether to acquire, or continue to hold, an investment in an Advance Product, you obtain and should consider the relevant Product Disclosure Document for that product. You can obtain a copy from your financial adviser, by downloading it from this website or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).