InvestSMART

Managed Funds

Try our compare your fund tool.

OR


Search Results

Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Term Allocated Pension - Maple-Brown Abbott Australian Shares (Closed) PER0305AU starstarstar Equity Australia Large Value 10.27% 25.10% 7.43%
Perpetual WealthFocus Term Allocated Pension - OnePath Diversified Fixed Interest (Closed) PER0432AU starstarstar Bonds - Global / Australia -3.21% -10.05% -3.64%
Perpetual WealthFocus Term Allocated Pension - Perpetual Mortgage (Closed) PER0350AU starstarstarstar Mortgages -0.25% 4.08% 2.68%
Perpetual WealthFocus Term Allocated Pension - Property Income (Closed) PER0344AU starstarstarstar Equity Australia Real Estate 1.64% 23.48% 11.10%
Perpetual WealthFocus Term Allocated Pension - Schroder Australian Equities (Closed) PER0352AU starstarstar Equity Australia Large Blend 8.82% 10.20% 11.09%
Perpetual WealthFocus Term Allocated Pension - Schroder Global Emerging Market (Closed) starstarstarstar Equity Emerging Markets 6.78% 25.04% 12.08%
Perpetual WealthFocus Term Allocated Pension - Templeton Global Equity (Closed) PER0358AU starstarstar Equity World Large Value 9.08% 18.45% 24.03%
Perpetual WealthFocus Term Allocated Pension - Walter Scot Global Equities Hedged (Closed) starstarstar Equity World Large Growth 2.26% 0.88% 11.47%
RI Sup Serv Personal Income - Balanced (Closed) LEF0496AU starstarstarstar Multisector Growth 4.87% 12.71% 14.30%
RI Sup Serv Personal Income - Balanced EXF (Closed) LEF0495AU starstarstar Multisector Growth 4.60% 11.59% 13.17%
RI Sup Serv Personal Income - Capital Stable (Closed) LEF0494AU starstarstar Multisector Moderate 3.37% 7.21% 8.14%
RI Sup Serv Personal Income - Growth (Closed) LEF0017AU starstarstarstarstar Multisector Growth 5.09% 13.82% 15.78%
RI Sup Serv Personal Income - Growth EXF (Closed) LEF0016AU starstarstarstar Multisector Growth 4.82% 12.69% 14.63%
RL TAP Allocated Annuity - Australian Share CML0069AU starstarstarstar Equity Australia Large Blend 3.68% 13.47% 8.21%
RL TAP Allocated Annuity - Balanced CML0070AU starstarstarstarstar Multisector Balanced 2.97% 9.49% 5.39%
RL TAP Allocated Annuity - Capital G'ntd CML0071AU starstarstar Reserve Backed 0.40% 1.61% 1.60%
RL TAP Allocated Annuity - Capital Secure CML0072AU starstarstarstarstar Bonds - Australia 2.06% 6.33% 2.24%
RL TAP Allocated Annuity - G'ntd Cash CML0074AU starstarstar Australian Cash 1.56% 6.31% 3.05%
Russell Australian Opportunities Portfolio Pension (Closed) TRM0019AU starstarstar Equity Australia Large Growth -2.49% 1.12% 5.90%
Russell Australian Shares Portfolio P (Closed) TRM0023AU starstarstar Equity Australia Large Blend 4.26% 17.77% 8.03%
Russell Balanced Portfolio P (Closed) TRM0025AU starstarstar Multisector Growth 1.50% -4.08% 3.91%
Russell Cash Enhanced Portfolio P (Closed) TRM0018AU starstarstarstarstar Australian Short Term Fixed Interest 0.56% 2.18% 2.05%
Russell International Shares Portfolio P (Closed) TRM0038AU starstarstar Equity World Large Blend 9.39% 23.21% 11.81%
Russell Strategy Assertive (Pension) (Closed) starstarstar Multisector Aggressive 4.60% 18.51% 3.31%
Russell Strategy Defensive (Pension) (Closed) starstarstar Multisector Balanced 3.96% 13.69% 5.20%

1901 - 1925 of 2196 results

Page 77 of 88

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.