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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Altor AltFi Income ALP8437AU starstarstarstarstar Alternative - Private Debt 2.43% 15.37% 11.02%
AMP Capital - Global Infrastructure Securities Unhedged ETF starstarstar n/a n/a n/a
AMP Capital - Global Property Securities Unhedged ETF starstarstarstarstar 4.10% -13.97% 4.25%
ANZ OneAnswer - Term Allocated Pension - OnePath Sustainability Investment Australian Shares EF ANZ0720AU starstarstar 6.57% 15.92% 9.56%
ANZ OneAnswer - Term Allocated Pension - Optimix Global Shares EF ANZ0738AU starstarstarstar 14.33% 27.79% 13.91%
ANZ Private International Fixed Interest MMF2186AU starstarstarstar Alternative - Private Debt -0.50% 1.89% -2.80%
ATLAS Infrastructure Australian Fdr Fund - Unhedged PIM6769AU starstarstarstar 3.36% 3.26% 10.85%
Atrium Evolution Series Diversified - AEF 5 COL0029AU starstarstar 2.71% 5.02% 3.26%
Atrium Evolution Series Diversified - AEF 7 COL0030AU starstarstarstar 4.07% 7.44% 3.92%
Atrium Evolution Series Diversified - AEF 9 COL0031AU starstarstarstar 4.96% 8.86% 4.30%
BlackRock Global Allocation Australian Shares MAL0029AU starstarstar 5.98% 13.80% 2.17%
Capital Group New World (AU) CIM8680AU starstarstarstarstar 10.04% 17.36% 4.63%
Cor Capital Fund COR0001AU starstarstarstar 6.60% 10.44% 7.81%
ETFS S&P/ASX 100 ETF starstarstar -5.77% 2.63% 7.46%
Franklin Global Responsible Investment A SSB5738AU starstarstarstarstar 15.71% 28.91% 16.11%
Franklin Global Responsible Investment M starstarstarstarstar 15.78% 29.22% 16.40%
iShares MSCI BRIC ETF (AU) starstarstarstar n/a n/a n/a
iShares Wholesale Indexed Australian Bond Z BGL0010AU starstarstarstarstar 1.03% 1.42% -1.30%
Janus Henderson Australian Fixed Interest IOF0046AU starstarstarstar 1.26% 2.71% -1.15%
Janus Henderson Conservative Fixed Interest IOF0047AU starstarstar 1.36% 5.23% 2.20%
Janus Henderson Global Research Growth ETL0186AU starstarstarstarstar 18.20% 37.89% 15.82%
Kapstream Absolute Return Income Plus A HOW5504AU starstarstarstar 1.42% 5.58% 3.48%
KeyInvest LEB - Vanguard Australian Fixed Interest In IOF0719AU starstarstarstar 0.65% 0.69% n/a
Magellan Global Equities Fund starstarstarstarstar n/a n/a n/a
MCP Credit Trust PER7572AU starstarstarstarstar Alternative - Private Debt 2.70% 12.00% 13.02%

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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 can 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.