Re-rated managed funds

Search fields


Fund Name Date Re-rated Previous Rating Rating 3 Mth 1 Yr 3 Yr Download
PDS (PDF)
Download Prospectus or PDS (PDF)
OnePath OA IP - OP Tax Effective Income EF 31 Oct 2014 0.52% 5.63% 11.36% Download the prospectus for this fund
BT PST Active Balanced 31 Oct 2014 2.04% 8.49% 11.6% n/a
MLC Sup Rollover Portfolio - MIF Australian Eqs 31 Oct 2014 -1.16% 4.89% 11.58% n/a
Invesco Wholesale Global Matrix Hedged 31 Oct 2014 4.22% 17.74% 19.45% Download the prospectus for this fund
MLC Inv Bond - MIF Cpt Stable DEF 31 Oct 2014 0.17% 2.55% 4.32% n/a
MLC Personal Super - MIF International Shares DEF 31 Oct 2014 2.19% 12.57% 16.18% n/a
Perpetual WFP - Perpetual Australian Share 31 Oct 2014 -2.18% 5.08% 15.79% Download the prospectus for this fund
AMP Flexible Lifetime Super&CS - AMP All Growth 31 Oct 2014 1.92% 8.81% 13.45% n/a
Arnhem Australian Equity 31 Oct 2014 -0.98% 3.96% 14.51% n/a
Ventura International Shares 31 Oct 2014 3.13% 13.71% 19.61% n/a
Results: 1-10 of 811 Page of 82

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund