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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
FirstChoice Wholesale Pension - Perpetual TTR Balanced Growth FSF7275AU star Multisector Growth 1.96% 7.70% 7.10%
FirstChoice Wholesale Pension - TTR Thrive+ Sustain Growth AIL5429AU Not Rated Multisector Growth 3.23% 9.85% n/a
Foundation Assertive WPC0007AU starstarstarstar Multisector Growth 4.64% 12.41% 11.84%
Futurity Diversified Active Growth 2 DA6 FIG3945AU starstarstarstar Multisector Growth 3.74% 9.80% 8.88%
Futurity Diversified Active Growth 3 DA7 FIG5862AU star Multisector Growth 1.28% 5.30% 3.85%
Futurity Diversified Active Growth DA3 FIG2625AU starstar Multisector Growth 1.90% 6.41% 7.47%
Futurity Diversified Active Responsible Invm 2 DA10 FIG8419AU starstar Multisector Growth 2.03% 6.33% 6.01%
Futurity Diversified Active Responsible Invm DA9 FIG5844AU starstarstarstarstar Multisector Growth 3.64% 10.02% 9.80%
Futurity Diversified Indexed Growth DP3 FIG5289AU starstarstar Multisector Growth 3.04% 9.57% 8.89%
Futurity Managed & Blended Growth Portfolio FM2 FIG9646AU starstarstar Multisector Growth 2.80% 8.20% 7.46%
Gen Lf Dimsnl World 70/30 Pf LfBstr 2.5 Not Rated Multisector Growth 4.18% 10.25% n/a
Gen Lf Income Dml World 70/30 Portfolio LfBstr 5.0 ALL1307AU starstar Multisector Growth 3.54% 7.64% 6.55%
Gen Lf Income Pendal Sustainability Balanced LfBstr 2.5 ALL3425AU star Multisector Growth 2.23% 6.56% 5.77%
Gen Lf Income Vgrd Growth Portfolio LfBstr 2.5 ALL2599AU starstarstarstar Multisector Growth 3.35% 10.17% 9.09%
Gen Lf Income Vgrd Growth Portfolio LfBstr 5.0 ALL2116AU starstar Multisector Growth 2.72% 7.53% 6.49%
Gen Lf Pendal Sustainability Balanced Fund LfBstr 5.0 ALL6289AU Not Rated Multisector Growth 1.61% 4.03% n/a
Generation Dimensional World 70/30 ALL0030AU starstarstarstarstar Multisector Growth 3.98% 10.88% 9.78%
Generation Dmnsnl Sustainability World Allocation 70/30 ALL7937AU starstarstarstarstar Multisector Growth 3.90% 11.39% 10.56%
Generation Life Evidentia Balanced Ptf ALL3176AU Not Rated Multisector Growth 2.00% n/a n/a
Generation Life Mercer Future Wealth Balanced Ptf ALL6968AU Not Rated Multisector Growth 2.74% 8.88% n/a
Generation Life MLC Active Balanced Portfolio ALL0022AU starstarstar Multisector Growth 1.90% 6.30% 7.52%
Generation Life Tax Effective Growth ALL0014AU starstarstar Multisector Growth 3.91% 9.19% 8.33%
Generation Morningstar Growth Model ALL8970AU starstarstar Multisector Growth 2.60% 9.08% 7.60%
Generation Pendal Sustainability Balanced Fund ALL1639AU starstar Multisector Growth 2.31% 7.05% 6.36%
Generation Perpetual Balanced Growth ALL0010AU starstarstar Multisector Growth 1.89% 6.04% 4.59%

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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.