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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
OnePath Wholesale - Diversified Fixed Interest ANZ0212AU starstarstarstar Bonds - Global / Australia -0.29% 2.53% 3.77%
OnePath Wholesale - Emerging Companies MMF0112AU starstarstarstar Equity Australia Mid/Small Growth -7.56% 22.26% 13.93%
OnePath Wholesale - Managed Growth MMF0115AU starstarstar Multisector Growth 0.44% 9.78% 8.60%
OnePath Wholesale - Sustainable Investment Australian Shares MMF0335AU starstarstar Equity Australia Large Blend 0.14% 8.59% 9.80%
OnePath Wholesale Global Smlr Com Shares A LEF0048AU starstarstarstarstar Equity World Mid/Small 2.23% 23.33% 20.88%
OnePath Wholesale Global Smlr Com Shares B LEF0173AU starstarstarstarstar Equity World Mid/Small 2.28% 23.71% 21.18%
Ophir Global Opportunities A OPH2093AU starstarstarstar Equity World Mid/Small 5.82% 32.99% 25.01%
Ophir Opportunities OPH0001AU starstarstarstarstar Equity Australia Mid/Small Blend -5.34% 28.09% 28.07%
Optar Australian Concentrated Fund OPL2437AU starstarstar Equity Australia Large Blend -4.41% 12.66% 8.74%
OptiMix Trust OnePath Global Smlr Com Shares EF LEF0174AU starstarstar Equity World Mid/Small 1.11% -2.44% 8.30%
OptiMix Trust OnePath Global Smlr Com Shares NE LEF0177AU starstarstarstar Equity World Mid/Small 1.91% 21.68% 19.20%
OptiMix Trusts - Geared Australian Shares Index Trust EF MMF0987AU starstarstar Equity Australia Large Geared -6.08% 13.74% 8.97%
OptiMix Trusts - Geared Australian Shares Index Trust NEF MMF0988AU starstarstarstar Equity Australia Large Geared -5.56% 10.90% 8.96%
Optimix Trusts - Global Emerging Market Share EF MMF1145AU starstarstar Equity Emerging Markets 5.95% 40.70% 19.88%
Optimix Trusts - Global Emerging Market Share NE MMF1146AU starstarstar Equity Emerging Markets 5.95% 40.70% 19.88%
Optimix Trusts - Global Share NE LEF0148AU starstarstar Equity World Large Blend -0.58% 6.65% 11.35%
Optimix Trusts - Property Securities EF LEF0117AU starstarstar Equity Australia Real Estate -16.01% -2.74% 6.80%
Optimix Wholesale - Australian Fixed Interest LEF0104AU starstarstar Bonds - Australia -0.58% 0.66% 2.47%
Optimix Wholesale - Australian Fixed Interest A LEF0041AU starstarstar Bonds - Australia 0.00% 0.00% 0.01%
Optimix Wholesale - Australian Share A LEF0043AU starstarstar Equity Australia Large Blend -3.13% 7.75% 7.79%
Optimix Wholesale - Australian Share No.2 LEF0102AU starstarstar Equity Australia Large Blend -3.09% 7.96% 8.10%
Optimix Wholesale - Balanced LEF0107AU starstarstar Multisector Growth 0.48% 10.06% 8.86%
Optimix Wholesale - Balanced A LEF0044AU starstarstar Multisector Growth 0.45% 9.85% 8.66%
Optimix Wholesale - Conservative LEF0108AU starstarstarstar Multisector Moderate 0.47% 5.81% 5.28%
Optimix Wholesale - Conservative A LEF0045AU starstarstar Multisector Moderate 0.41% 5.57% 5.29%

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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.