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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Specialist Australian Shares WPC0005AU starstarstar 7.77% 9.77% 9.89%
Specialist Diversified Fixed Interest MMC0102AU starstarstarstarstar 2.04% 6.73% 4.16%
Specialist Global Shares Fund WPC0011AU starstarstar 5.10% 15.23% 17.56%
Specialist Property WPC0012AU starstarstar 1.99% 5.39% 1.58%
T. Rowe Price Concentrated Global Equities I ETL8650AU starstarstarstar 5.87% 11.84% 20.58%
The Elvest Fund starstarstarstar 17.33% 3.93% 14.73%
Tyndall Wholesale Plus Australian Shares Income Fund WFS8168AU starstarstar 0.42% -0.63% 4.37%
UBS Australian Small Companies SIV Fund UBS0063AU starstarstar 4.23% 7.36% 9.44%
UBS IQ Morningstar Australia Diversified Yield ETF starstarstar n/a n/a n/a
UBS IQ MSCI Asia APEX 50 Ethical ETF starstarstarstarstar n/a n/a n/a
UBS IQ MSCI Australia Ethical ETF starstarstar n/a n/a n/a
UBS IQ MSCI Europe Ethical ETF starstarstarstarstar -16.99% -8.41% 2.60%
UBS IQ MSCI Japan Ethical ETF starstarstar -11.98% 1.08% 5.79%
UBS IQ MSCI USA Ethical ETF starstarstar -9.57% 5.68% 12.67%
UBS IQ MSCI World ex Australia Ethical ETF starstarstarstar n/a n/a n/a
UBS Microcap Fund UBS0057AU starstarstarstar 3.90% 16.95% 13.61%
VanEck MSCI International Sm Com Qual ETF starstarstarstar 3.77% 11.36% 19.18%
VanEck MSCI International Value ETF starstarstar 3.51% 19.15% 15.68%
Vanguard Australian Corporate Fixed Interest VAN0065AU starstarstar 2.28% 7.62% 5.58%
Vanguard Cash Reserve VAN0020AU starstarstar 1.03% 4.44% 3.95%
Vanguard Etclly Conservative International Shares ETF starstarstar 7.05% 17.77% 20.50%
Vanguard Ethically Conservative Australian Shares Whlsl VAN4509AU starstarstarstar 11.15% 17.65% 15.32%
Vanguard Ethically Conservative International Shares Index VAN8175AU starstarstar 7.06% 17.72% 20.49%
Vanguard Global Infrastructure Index VAN0023AU starstarstar -2.97% 19.42% 7.05%
Vanguard Global Infrastructure Index Hedged VAN0024AU starstarstar 0.42% 15.31% 4.14%

151 - 175 of 219 results

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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.