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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
AIMS Commercial Mortgage Ord Units MCK0008AU starstarstar Mortgages 1.15% 4.66% 3.21%
AIMS Commercial Mortgage Retail NAB0020AU starstarstar Mortgages 1.09% 4.41% 3.06%
AIMS Commercial Mortgage Wholesale MCK0005AU starstarstarstar Mortgages 1.26% 5.10% 3.67%
Altius Sustainable Short-term Income Ord AUS0079AU starstarstarstar Australian Short Term Fixed Interest 1.62% 6.74% 3.92%
Altius Sustainable Short-term Income Return AUS1392AU starstarstarstarstar Australian Short Term Fixed Interest 2.05% 6.64% 3.82%
Antipodes Asia Income Fund MAQ0782AU starstarstar Non Investment Grade Debt 1.82% 15.56% -0.91%
Ares Global Credit Income A HOW4476AU starstarstar Non Investment Grade Debt 1.66% 9.33% 4.22%
Australian Ethical Income Wholesale AUG0024AU starstarstar Australian Short Term Fixed Interest 1.21% 5.14% 3.18%
Bentham Professional Syndicated Loan CSA0048AU starstarstar Non Investment Grade Debt 1.37% 8.49% 4.84%
Bentham Syndicated Loan CSA0046AU starstarstarstarstar Non Investment Grade Debt 1.57% 8.83% 4.95%
Bentham Wholesale High Yield CSA0102AU starstarstar Non Investment Grade Debt 1.26% 13.70% 2.57%
ICG Global Loan Australia A PIM7648AU starstarstar Non Investment Grade Debt 2.59% 10.31% 5.21%
ICG Global Loan Australia B PIM9552AU starstarstarstar Non Investment Grade Debt 2.02% 10.66% 4.96%
ICG Global Loan Australia C PIM8592AU starstarstar Non Investment Grade Debt 2.01% 10.65% 4.17%
Invesco Wholesale Senior Secured Income CNA0805AU starstarstar Non Investment Grade Debt 1.32% 7.35% 4.08%
iShares Enhanced Cash ETF starstarstar Australian Short Term Fixed Interest 1.20% 4.74% 3.10%
La Trobe Classic Notice Account LTC0001AU starstarstarstar Mortgages Aggressive 1.29% 5.26% 3.81%
La Trobe Financial 12 Month Term Account LTC0002AU starstarstarstarstar Mortgages Aggressive 1.70% 6.90% 5.73%
Macquarie Australian Diversified Income Fund MAQ0204AU starstarstarstarstar Australian Short Term Fixed Interest 1.39% 6.56% 3.57%
Mutual High Yield PRM8798AU starstarstarstarstar Non Investment Grade Debt 3.04% 12.16% 8.47%
Optimix Term Allocated Pension - Cash EF LEF0055AU starstarstar Australian Short Term Fixed Interest 1.09% 4.42% 2.87%
Pendal Short-term Income Securities Fund WFS0377AU starstarstarstar Australian Short Term Fixed Interest 1.33% 5.42% 3.46%
Pendal Short-term Income Securities Trust PDL8847AU starstarstarstar Australian Short Term Fixed Interest 1.34% 5.49% 3.54%
Perpetual High Grade Floating Rate PER0265AU starstarstarstarstar Australian Short Term Fixed Interest 1.48% 6.46% 4.06%
Perpetual High Grade Floating Return R Units PER0562AU starstarstarstarstar Australian Short Term Fixed Interest 1.47% 6.37% 3.97%

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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.