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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Yarra Higher Income Fund JBW4379AU starstarstarstarstar Diversified Credit 1.77% 7.90% 8.77%
Yarra Income Plus Fund JBW0016AU starstarstar Multisector Moderate 1.36% 6.34% 6.67%
Yarra Leaders Fund JBW0011AU starstarstar Equity Australia Large Blend 3.85% 11.58% 12.24%
Zurich Investments Australian Property Securities ZUR0064AU starstarstarstar Equity Australia Real Estate 2.37% 10.05% 17.09%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstar Equity World Large Growth 0.12% 17.00% 17.28%
Zurich Investments Emerging Markets Equities ZUR0614AU starstarstarstar Equity Emerging Markets 11.84% 25.10% 19.28%
Zurich Investments Global Growth ZUR0580AU starstarstarstar Equity World Large Growth 2.44% 20.15% 18.84%
Zurich Investments Global Growth Shares D ZUR7686AU starstarstar Equity World - Currency Hedged 2.51% 20.51% 19.19%
Zurich Investments Global Thematic Focus ZUR4756AU starstarstar Equity World Large Growth 4.56% 16.52% 17.06%
Zurich Investments Global Thematic Shares ZUR0061AU starstarstar Equity World Large Growth 4.36% 12.54% 12.20%
Zurich Investments Managed Growth ZUR0059AU starstarstar Multisector Growth 3.14% 10.76% 10.07%
Zurich Investments Unhedged Global Growth ZUR0581AU starstarstar Equity World Large Growth 2.43% 20.20% 18.82%
Zurich Investments Unhedged Global Thematic Shares ZUR0518AU starstarstar Equity World Large Growth 4.28% 12.61% 12.24%
360 Capital Industrial (Closed) GLN0001AU starstarstar Unlisted and Direct Property -10.25% -32.64% -11.06%
5Di MIS Australian Share A (Closed) SGY0030AU starstarstar Equity Australia Large Blend 6.08% 32.30% -5.05%
5Di MIS Income A (Closed) SGY0036AU starstarstarstarstar Multisector Conservative 0.92% 6.81% 5.72%
5Di MIS Wholesale Income (Closed) SGY0037AU starstarstarstar Multisector Conservative 0.88% 6.47% 5.52%
AB Advantage Dynamic Global Fixed Income (Closed) AMP2066AU starstarstar Unconstrained Fixed Income 0.64% 1.76% 2.41%
AB Global High Income (Closed) ACM0004AU starstarstar Non Investment Grade Debt -1.21% -1.19% 5.90%
Abacus Diversified Income Fund II Conv B (Closed) ABA0012AU starstarstarstar Miscellaneous n/a n/a n/a
Abacus Diversified Income Fund II Existing A (Closed) ABA0008AU starstarstarstar Miscellaneous n/a n/a n/a
Abacus Hospitality Fund (Closed) ABA0005AU starstarstarstar Unlisted and Direct Property -28.57% -92.87% -52.03%
Abacus Storage (Closed) ABA0004AU starstarstarstar Unlisted and Direct Property 1.68% 16.77% 10.87%
Aberdeen Australian Fixed Income Fund (Closed) EQI0016AU starstarstar Bonds - Australia -0.44% 1.93% 3.56%
Aberdeen Australian Shares Fund (Closed) EQI0017AU starstarstar Equity Australia Large Blend 1.88% 27.76% 23.59%

2001 - 2025 of 3458 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.