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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
MLC MasterKey Investment Bond (Gold Star) - Share Fund MLC0225AU starstarstarstar Multisector Aggressive 3.91% 7.67% 9.13%
MLC MasterKey Investment Bond (Gold Star) - Vangard Australian Shares Index MLC0227AU starstarstar Equity Australia Large Blend 6.58% 8.83% 9.24%
MLC MKUT/MKIS - Australian Share MLC0015AU starstarstar Equity Australia Large Blend 4.94% 8.44% 10.94%
MLC MKUT/MKIS - Global Share Fund MLC0017AU starstarstar Equity World Large Blend 5.71% 13.74% 16.93%
MLC MKUT/MKIS - IncomeBuilder MLC0097AU starstarstar Australia Equity Income 7.43% 10.08% 11.07%
MLC MKUT/MKIS - Proprety Securities Fund MLC0013AU starstarstarstar Equity Australia Real Estate 13.49% 14.89% 14.82%
MLC Real Return Assertive B MLC0668AU starstarstar Multisector Flexible 4.31% 9.58% 8.03%
MLC Wholesale Horizon 4 - Balanced MLC0260AU starstarstar Multisector Growth 4.19% 9.46% 9.80%
Montaka Global Extension ETF starstarstar Equity World Long Short 14.02% 27.19% 25.55%
Montaka Global Long Only Equities ETF starstarstar Equity World Large Growth 9.63% 23.48% 26.01%
Montaka Global Long Only Fund FHT0036AU starstarstar Equity World Large Growth 9.14% 19.50% 24.34%
Montgomery Small Companies FHT3726AU starstarstar Equity Australia Mid/Small Blend 10.69% 10.75% 14.90%
Morningstar Australian Bonds B INT0021AU starstarstarstar Bonds - Australia 2.46% 6.52% 3.60%
Morningstar Australian Bonds Z INT0001AU starstarstarstar Bonds - Australia 2.48% 6.59% 3.76%
Morningstar Australian Shares A INT0022AU starstarstar Equity Australia Large Blend 5.51% 10.98% 13.70%
Morningstar Balanced Real Return B INT0029AU starstarstarstar Multisector Balanced 3.40% 11.19% 9.49%
Morningstar Balanced Real Return Fund A INT0028AU starstarstarstar Multisector Balanced 3.39% 11.14% 9.42%
Morningstar Global Listed Infrast Hedged A INT9521AU starstarstarstar Equity Global Infrastructure - Currency Hedged 0.70% 19.07% 8.26%
Morningstar Global Opportunities Class A INT9819AU starstarstarstar Equity World Large Value 1.36% 22.44% 19.32%
Morningstar Global Opportunities Class Z INT2524AU starstarstarstar Equity World Large Value 1.40% 22.61% 19.48%
Morningstar Global Property Securities (Hedged) Fund - Cl B INT0078AU starstarstar Equity Global Real Estate -0.86% 7.11% 1.65%
Morningstar Growth Real Return B INT0039AU starstarstarstarstar Multisector Growth 4.12% 13.73% 11.91%
Morningstar Growth Real Return Fund - Cl A INT0038AU starstarstarstarstar Multisector Growth 4.11% 13.68% 11.84%
Morningstar High Growth Real Return B INT0043AU starstarstarstarstar Multisector Aggressive 4.54% 16.61% 14.76%
Morningstar High Growth Rl Return Fund - Cl A INT0042AU starstarstarstar Multisector Aggressive 4.53% 16.55% 14.70%

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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.