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)
AMP Flexible Lifetime Super&CS - AMP All Growth 31 Oct 2014 1.92% 8.81% 13.45% n/a
Colonial FirstChoice Investments - FirstChoice Australian Small Companies 31 Oct 2014 -0.38% 1.48% 8.62% Download the prospectus for this fund
Colonial FirstChoice W Pen - BT W Property Investment 31 Oct 2014 3.16% 15.67% 19.18% n/a
AMP Flexible Lifetime Allocated Pension - Res Inv Leaders Australian Share 31 Oct 2014 -0.05% 4.87% 13.74% n/a
Perpetual WFTAP - Ibbotson International Share Act Unhedged 31 Oct 2014 4.1% 11.98% 18.38% n/a
Optimix TAP - Geared Australian Shares NE 31 Oct 2014 -2.49% 4.4% 19.06% n/a
Russell International Shares $A Hedged C 31 Oct 2014 3.85% 13.59% 18.55% n/a
AMP FS R - BlackRock Scientific International Share 31 Oct 2014 6.98% 18.24% 22.12% n/a
Profile Accumulation Portfolio 31 Oct 2014 -0.11% 5.37% 9.56% n/a
UBS Australian Bond 31 Oct 2014 1.49% 6.94% 6.51% Download the prospectus for this fund
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