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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth PER0459AU starstarstarstar Multisector Growth 5.33% 14.50% 12.45%
Perpetual WealthFocus Investment Advantage - Fidelity Australian Equities PER0470AU starstarstar Equity Australia Large Blend 8.95% 12.84% 10.49%
Perpetual WealthFocus Investment Advantage - Lazard Global Listed Infrastructure PER0484AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 8.98% 25.22% 10.17%
Perpetual WealthFocus Investment Advantage - Perpetual Balanced Growth PER0036AU starstarstar Multisector Growth 4.33% 8.41% 7.62%
Perpetual WealthFocus Investment Advantage - Perpetual Concentrated Equities PER0488AU starstarstar Equity Australia Large Value 7.23% 4.96% 9.11%
Perpetual WealthFocus Investment Advantage - Perpetual Conservative Growth PER0030AU starstarstar Multisector Moderate 3.24% 7.48% 5.46%
Perpetual WealthFocus Investment Advantage - Perpetual Diversified Growth PER0489AU starstarstar Multisector Balanced 3.79% 7.82% 6.39%
Perpetual WealthFocus Investment Advantage - Perpetual Diversified Income PER0490AU starstarstarstar Diversified Credit 1.26% 5.85% 6.58%
Perpetual WealthFocus Investment Advantage - Perpetual ESG Australian Share PER0491AU starstarstar Equity Australia Mid/Small Value 7.35% 11.75% 13.08%
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares PER0028AU starstarstarstar Equity Australia Large Value 12.25% 18.04% 17.14%
Perpetual WealthFocus Investment Advantage - Perpetual Share Plus Long/Short PER0495AU starstarstarstar Equity Australia Long Short 7.80% 5.31% 10.87%
Perpetual WealthFocus Investment Advantage - Perpetual Small Companies PER0039AU starstarstar Equity Australia Mid/Small Blend 8.99% 9.69% 9.90%
Perpetual WealthFocus Investment Advantage - Schroder Fixed Income PER0446AU starstarstar Bonds - Australia 2.21% 6.74% 3.90%
Perpetual WealthFocus Investment Advantage - T. Rowe Price Global Equities PER0504AU starstarstar Equity World Large Growth 4.60% 13.11% 16.98%
Perpetual WealthFocus Investment Advantage - Vanguard Australian Index PER0546AU starstarstar Equity Australia Large Blend 9.41% 12.97% 12.70%
Perpetual WealthFocus Investment Advantage - Vanguard International Shares Index Hedged PER0508AU starstarstar Equity World - Currency Hedged 9.52% 13.26% 16.39%
Perpetual Wholesale International Share PER0050AU starstarstarstar Equity World Large Value 1.70% 21.60% 15.28%
Perpetual Wholesale Plus Diversified Income BTA0556AU starstarstarstar Diversified Credit 1.32% 6.09% 6.89%
PIMCO Australian Bond Fund ETL0115AU starstarstarstar Bonds - Australia 2.87% 7.89% 4.72%
PIMCO Australian Bond Wholesale ETL0015AU starstarstarstar Bonds - Australia 2.75% 7.83% 4.66%
PIMCO Australian Low Duration Bond Fund ETL0175AU starstarstarstarstar Bonds - Australia 1.96% 6.41% 4.69%
PIMCO Australian Low Duration Bond Fund ETL0182AU starstarstarstar Bonds - Australia 1.96% 6.46% 4.65%
PIMCO Diversified Fixed Interest Fund ETL0116AU starstarstarstar Bonds - Global / Australia 2.09% 6.85% 3.94%
PIMCO Diversified Fixed Interest Wholesale ETL0016AU starstarstarstar Bonds - Global / Australia 2.18% 6.81% 3.86%
PIMCO Equities Australian Bond ETL0008AU starstarstarstar Bonds - Australia -2.17% 5.38% 4.64%

1551 - 1575 of 3416 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.