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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
FirstChoice Wholesale Pension - Kapstream TTR Absolute Return Income FSF4546AU starstarstar Unconstrained Fixed Income 1.47% 4.92% 4.86%
FirstChoice Wholesale Pension - Pendal TTR Sustainability Australian Fixed Interest FSF8853AU starstarstar Bonds - Australia 0.69% 5.63% 3.53%
FirstChoice Wholesale Pension - PIMCO TTR Australian Bond FSF5903AU starstarstarstar Bonds - Australia 0.74% 6.10% 3.97%
Fortlake Real - Higher Income TAL0284AU starstarstarstar Unconstrained Fixed Income 3.08% 4.68% 8.32%
Fortlake Real - Income TAL0590AU starstarstarstarstar Unconstrained Fixed Income 2.35% 6.29% 10.51%
Franklin Australian Absolute Return Bond A FRT0027AU starstarstar Unconstrained Fixed Income 1.33% 5.74% 5.84%
Franklin Australian Absolute Return Bond M FRT0028AU starstarstar Unconstrained Fixed Income 1.35% 5.85% 5.94%
Futurity Sectoral Active Australian Fixed Income SA2 FIG0474AU starstarstarstar Bonds - Australia 0.58% 4.48% 2.66%
Generation PIMCO Wholesale Australian Bond ALL0016AU starstarstar Bonds - Australia 0.60% 4.91% 2.91%
IOOF Income Trust PIM0003AU starstarstarstar Unconstrained Fixed Income 1.42% 6.27% 6.40%
IOOF WB Fixed Interest Fund IOF0008AU starstarstar Bonds - Australia 0.21% 1.91% 2.56%
IOOF WB Income - Henderson IOF0242AU starstarstarstar Bonds - Australia 1.10% 3.49% 3.50%
iShares Australian Bond Index BGL0105AU starstarstar Bonds - Australia 0.77% 6.33% 3.91%
iShares Core Composite Bond ETF starstarstar Bonds - Australia 0.78% 6.39% 3.97%
iShares ESG Australian Bond Index D BLK2127AU starstarstar Bonds - Australia 0.75% 6.23% 3.88%
iShares ESG Australian Bond Index S BLK3501AU starstarstar Bonds - Australia 0.78% 6.34% 3.98%
Janus Henderson Tactical Income IOF0145AU starstarstarstarstar Bonds - Australia 1.57% 6.82% 6.27%
Janus Henderson Tactical Income Active ETF HGI7649AU starstarstarstarstar Bonds - Australia 1.57% 6.80% 6.25%
JPMorgan Global Strategic Bond Fund PER0727AU starstarstar Unconstrained Fixed Income 2.30% 6.89% 5.88%
Kapstream Absolute Return Income HOW0052AU starstarstar Unconstrained Fixed Income 1.80% 6.31% 6.14%
Kapstream Absolute Return Income Active ETF starstarstar Unconstrained Fixed Income 1.80% 6.26% 6.08%
Kapstream Absolute Return Income Class I HOW0165AU starstarstar Unconstrained Fixed Income 1.85% 6.46% 6.28%
Kapstream Absolute Return Income Plus I HOW8743AU starstarstarstar Unconstrained Fixed Income 1.93% 7.48% 7.34%
Kapstream Absolute Return Income X HOW1327AU starstarstar Unconstrained Fixed Income 1.84% 6.42% 6.25%
Kapstream Wholesale Plus Absolute Return Income BTA0539AU starstarstar Unconstrained Fixed Income 1.83% 6.42% 6.27%

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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.