Re-rated managed funds

Search fields

 

Fund Name Date Re-rated Previous Rating Rating 3 Mth 1 Yr 3 Yr Download
PDS (PDF)
BT Sustainable Balanced 31 Jan 2015 5.7% 14.62% 14.08% n/a
MLC Inv Bond - MIF Cpt Stable DEF 31 Jan 2015 2.7% 5.31% 4.97% n/a
AMP Flexible Lifetime Super&CS - AMP All Growth 31 Jan 2015 6.41% 15.71% 15.48% n/a
BT Super Trust Investment 31 Jan 2015 6.8% 15% 11.86% n/a
OnePath OA IP - OP Tax Effective Income EF 31 Jan 2015 2.55% 12.08% 11.79% Download the prospectus for this fund
BT Core Australian Share Wholesale 31 Jan 2015 2.83% 12.64% 14.59% Download the prospectus for this fund
OnePath OA IP - OP Property Securities NE 31 Jan 2015 9.17% 29.62% 19.49% Download the prospectus for this fund
SG Hiscock Professional Property 31 Jan 2015 9.73% 32.05% 21.97% n/a
OnePath OA AP - MFS Global Equity NE 31 Jan 2015 12.86% 21.85% 25.49% Download the prospectus for this fund
OnePath OA AP - OP Blue Chip Imputatio EF 31 Jan 2015 0.77% 10.75% 14.95% Download the prospectus for this fund
Results: 1-10 of 740 Page of 74

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