Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
Aberdeen Std Multi-asset Real Return Fund CRS0002AU starstarstarstar 3.01% 5.54% 6.43%
Affluence Investment Fund AFX0001AU starstarstarstar 2.69% 3.25% 6.55%
AMP Capital - Multi-asset AMP9028AU starstarstarstar 0.76% 1.09% 4.42%
AMP Capital - Multi-asset A AMP1685AU starstarstar 0.75% 1.08% 4.42%
AMP Capital - Multi-asset Hedged AMP1686AU starstarstar 0.68% 0.78% 4.10%
AMP Dynamic Balanced AMP2091AU starstarstarstar 3.22% 5.04% 6.40%
ANZ OneAnswer - Investment Portfolio - OnePath Active Growth EF ANZ0342AU starstarstarstar 3.51% 6.19% 6.73%
ANZ OneAnswer - Investment Portfolio - OnePath Active Growth NE ANZ0343AU starstarstar 3.36% 5.37% 5.86%
BMO Pyrford Global Absolute Return PER0728AU starstarstarstar 1.67% 7.39% 4.59%
Capital Group Emerging Markets Total Opportunities (AU) WHT0053AU starstarstarstar 5.98% 14.46% 8.96%
Colonial FirstChoice Wholesale Investment - Colonial Multi-asset Real Return FSF1612AU starstarstar 3.49% 9.21% 5.32%
Colonial Multi-asset Real Return - Class A FSF1422AU starstarstar 3.54% 9.42% 5.53%
Insight Diversified Inflation Plus ETL0396AU starstarstar 2.88% 5.33% 5.58%
Mercer Socially Responsible Australian MIN0045AU starstarstar 7.39% 8.91% 9.87%
MLC Inflation Plus Assertive Portfolio B MLC0668AU starstarstarstar 1.36% 4.07% 4.82%
MLC Wholesale Inflation Plus - Assertive MLC0667AU starstarstarstarstar 1.75% 5.48% 6.13%
MLC Wholesale Inflation Plus - Moderate MLC0920AU starstarstar 1.15% 3.36% 4.17%
Morningstar Multi-asset Real Return INT0040AU starstarstarstar 0.70% 3.77% 6.46%
MyNorth Retirement AMP2087AU starstarstar 1.10% 2.91% 4.77%
OneAnswer - Frontier Investment Portfolio - Pendal Mly Income Pl MMF1497AU starstarstar 3.54% 6.86% 4.24%
OnePath OneAnswer - Frontier Investment Portfolio - OnePath Active Growth MMF1498AU starstarstarstar 3.75% 7.02% 7.53%
OnePath OneAnswer - Investment Portfolio - OnePath Active Growth EF MMF0014AU starstarstarstar 3.49% 6.20% 6.75%
OnePath OneAnswer - Investment Portfolio - OnePath Active Growth NE MMF0076AU starstarstar 3.35% 5.38% 5.87%
Perpetual Diversified Real Return Wholesale PER0556AU starstarstar 1.34% 5.17% 5.05%
PIC Wholesale Inflation Plus - Assertive Portfolio MLC0782AU starstarstarstarstar 1.75% 5.48% 6.13%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.