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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 0.88% 4.10% 4.29%
AIMS Commercial Mortgage Retail NAB0020AU starstarstar Mortgages 0.82% 3.85% 4.04%
AIMS Commercial Mortgage Wholesale MCK0005AU starstarstarstar Mortgages 0.97% 4.39% 4.67%
Altius Sustainable Short-term Income Ord AUS0079AU starstarstarstar Australian Short Term Fixed Interest 0.92% 4.97% 5.47%
Altius Sustainable Short-term Income Return AUS1392AU starstarstarstar Australian Short Term Fixed Interest 0.90% 4.84% 5.36%
Ares Global Credit Income A HOW4476AU starstarstar Non Investment Grade Debt -0.52% 4.60% 6.81%
Australian Ethical Income Wholesale AUG0024AU starstarstar Australian Short Term Fixed Interest 0.91% 4.17% 4.55%
Barings Funds Feeder Trust BCA0003AU starstarstar Non Investment Grade Debt -0.70% 4.18% 6.74%
Bentham High Yield CSA0102AU starstarstarstar Non Investment Grade Debt -1.68% 3.59% 6.68%
Bentham Professional Syndicated Loan CSA0048AU starstarstar Non Investment Grade Debt -0.84% 3.64% 6.74%
Bentham Syndicated Loan CSA0046AU starstarstarstar Non Investment Grade Debt -0.78% 3.54% 7.02%
Global X USD High Yield Bond ( Currency Hedged ) ETF starstarstar Non Investment Grade Debt 0.17% 6.88% 6.72%
ICG Global Loan Australia A PIM7648AU starstarstarstar Non Investment Grade Debt -1.56% 1.02% 8.14%
ICG Global Loan Australia B PIM9552AU starstarstarstar Non Investment Grade Debt -1.55% 1.02% 8.12%
ICG Global Loan Australia C PIM8592AU starstarstarstar Non Investment Grade Debt -1.56% 1.03% 8.08%
Insight High Income Fund ETL2332AU starstarstar Non Investment Grade Debt -1.36% 5.74% 6.14%
Invesco Wholesale Senior Secured Income CNA0805AU starstarstar Non Investment Grade Debt -0.82% 2.37% 5.67%
Janus Henderson Conservative Fixed Interest Institutional IOF0111AU starstarstar Australian Short Term Fixed Interest 1.01% 4.78% 5.16%
La Trobe Australian Cr Fund - 12 Month Investment Account LTC0002AU starstarstarstarstar Mortgages Aggressive 1.51% 6.37% 6.57%
La Trobe Classic Notice Account LTC0001AU starstarstarstar Mortgages Aggressive 1.10% 4.57% 4.91%
Macquarie Australian Diversified Income Fund MAQ0204AU starstarstarstarstar Australian Short Term Fixed Interest 0.90% 4.80% 5.48%
Macquarie Conservative Income MAQ0060AU starstarstar Australian Short Term Fixed Interest 0.95% 4.02% 4.39%
Mutual High Yield PRM8798AU starstarstarstarstar Non Investment Grade Debt 1.30% 7.88% 10.15%
Pendal Short-term Income Securities Fund WFS0377AU starstarstarstar Australian Short Term Fixed Interest 0.99% 4.47% 4.92%
Pendal Short-term Income Securities Trust PDL8847AU starstarstarstar Australian Short Term Fixed Interest 0.13% 3.63% 4.70%

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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.