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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Capital Group Global Equity (AU) WHT0044AU starstarstar Equity World Large Blend 0.31% 0.54% 4.44%
Capital Group Global Total Return Bond (AU) CIM9121AU starstarstar Bonds - Global 0.41% 3.21% 3.70%
Capital Group Multi-sector Income (AU) CIM2229AU starstarstarstar Unconstrained Fixed Income -0.08% 3.60% 5.84%
Capital Group New Perspective (AU) CIM0006AU starstarstarstarstar Equity World Large Blend 4.86% 2.72% 13.17%
Capital Group New Perspective Hedged (AU) CIM0008AU starstarstar Equity World - Currency Hedged 3.36% 11.07% 13.52%
Capital Group New World (AU) CIM8680AU starstarstarstar Equity Emerging Markets 6.82% 16.36% 14.07%
Capital Group World Diversified Growers (AU) CIM0002AU starstarstar Equity World Large Blend 6.57% 8.19% 12.81%
CBRE Global Property Securities HML0016AU starstarstar Equity Global Real Estate 4.63% 18.13% 8.77%
CBRE Global Real Assets UBS9614AU starstarstar Equity Global Real Estate 2.44% 3.20% 5.44%
CC JCB Global Bond A Hedged CHN4711AU starstarstar Bonds - Global 0.29% 2.89% 2.15%
CC Sage Capital Equity Plus CHN8862AU starstarstarstar Equity Australia Large Blend 3.64% 0.30% 8.11%
CC Sage Capital Equity Plus C CHN1909AU starstarstarstar Equity Australia Large Blend 3.68% 0.45% 8.30%
Centuria LfGls BtShrs Australian InvGrdCrpBdETF OVS6296AU starstarstar Bonds - Australia 1.76% 0.46% 3.50%
Centuria LifeGoals Alphinity Sustainability Shares OVS9577AU starstarstarstar Equity Australia Large Blend 4.03% 2.53% 8.69%
Centuria LifeGoals Greencape Broadcap OVS2419AU starstarstar Equity Australia Large Growth 1.12% -2.21% 3.30%
Centuria LifeGoals Pimco Australian Bond OVS2591AU starstarstar Bonds - Australia 1.63% 0.49% 2.35%
Centuria LifeGoals Pimco Global Bond OVS1514AU starstarstarstar Bonds - Global 0.19% 0.82% 2.12%
Centuria LifeGoals SchroderRlRetCPI+5%WS OVS0157AU starstarstarstar Multisector Flexible 0.92% 7.04% 6.61%
Centuria LifeGoals T.Rowe Price Global Equities OVS3393AU starstarstar Equity World Large Growth 4.38% 4.87% 9.12%
Centuria LifeGoals Vanguard Australian Shares Index OVS7047AU starstarstarstar Equity Australia Large Blend 3.00% 4.10% 7.18%
Centuria LifeGoals Vanguard Dvrs Growth Index OVS2052AU starstarstarstar Multisector Growth 2.87% 5.72% 7.27%
Centuria LifeGoals Vanguard International ShrsIdx OVS9675AU starstarstar Equity World Large Blend 4.84% 7.02% 11.20%
Centuria LifeGoals Walter Scott Global Equities OVS8802AU starstarstar Equity World Large Value 5.01% -0.14% 4.27%
Centuria LifeGoalsVanguardAusPrptySecIdx OVS5104AU starstarstar Equity Australia Real Estate 2.95% -4.44% 6.02%
Challenger IM Credit Income A HOW8013AU starstarstarstarstar Diversified Credit 1.77% 6.54% 7.49%

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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.