Managed Funds

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Fund name APIR Morningstar
Sector Returns
3 Mth. 1 Yr. 3 Yr.
AMP Capital - Global Infrastructure Securities Fund Hedged (Closed) starstarstarstarstar n/a n/a n/a
ANZ OneAnswer - Term Allocated Pension - ING Australian Shares EF (Closed) ANZ0680AU starstarstarstarstar n/a n/a n/a
BlackRock Equitised Long Short Fund (Closed) BGL0061AU starstarstarstarstar n/a n/a n/a
BlackRock Scientific Diversified Growth PST (Closed) BAR0803AU starstarstar 8.73% 17.22% 8.14%
BlackRock Wholesale Indexed Australian Listed Property (Closed) BGL0052AU starstarstarstar 9.29% 10.93% 15.36%
Capital Group Emerging Markets Total Opportunities (AU) (Closed) WHT0053AU starstarstarstarstar 0.99% 11.29% 5.32%
Colonial FirstChoice Investments - Colonial Multi-asset Real Return (Closed) FSF1608AU starstarstar 3.87% 5.98% 4.83%
Colonial FirstChoice Wholesale Investment - Colonial Multi-asset Real Return (Closed) FSF1612AU starstarstar -1.55% 7.48% 5.29%
IRIS A Pension Australian Shares Option (Closed) SMI0011AU starstarstarstar 8.86% 27.02% 10.92%
IRIS A Pension Cash Option (Closed) SMI0012AU starstarstarstarstar 0.78% 3.66% 4.57%
IRIS A Pension International Shares (Closed) SMI0013AU starstarstarstarstar 3.08% 36.30% 14.18%
IRIS A Pension Sustainable Shares Option (Closed) SMI0014AU starstarstarstarstar 12.70% 37.17% 22.72%
Macquarie Global Equity Fund (Closed) MAQ0051AU starstarstarstar 3.48% 15.62% 14.06%
MLC MasterKey Allocated Pension (Gold Star) - Inflation Plus Assertive Portfolio (Closed) MLC0657AU starstarstar -2.61% 1.97% 3.12%
MLC MasterKey Rollover (Gold Star) Horizon 1 - Bond Fund (Closed) MLC0723AU starstarstar n/a n/a n/a
MLC MasterKey Superannuation (Gold Star) - Inflation Plus Assertive Portfolio (Closed) MLC0647AU starstarstar -2.34% 1.71% 2.54%
OnePath Corporate Super - OnePath Capital Guaranteed (Closed) MMF0054AU starstarstarstar 0.30% 1.20% 2.22%
OnePath Life DA - Capital Guaranteed (Closed) MMF0701AU starstarstarstar n/a n/a n/a
OnePath Pooled Super - Capital Guaranteed (Closed) MMF0068AU starstarstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Ibbotson Balanced Growth (Closed) PER0327AU starstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Perennial Value Shares (Closed) PER0331AU starstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Solaris Core Australian Equities (Closed) PER0318AU starstarstarstar n/a n/a n/a
PIMCO Emerging Markets Bond Fund (Closed) ETL0113AU starstarstar Bonds-Emerging Market Debt 0.91% 14.47% 4.88%
PIMCO Emerging Markets Bond Fund Wholesale (Closed) ETL0017AU starstarstarstar Bonds-Emerging Market Debt 0.89% 14.36% 4.76%
Regal Asian Quantitative (Closed) RGL0003AU starstarstar 2.06% 16.38% 9.17%

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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.