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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Macquarie Global Yield Maximiser MAQ6971AU Not Rated Non Investment Grade Debt 2.49% n/a n/a
Macquarie Global Yield Maximiser Wholesale Units MAQ9345AU Not Rated Non Investment Grade Debt 2.53% n/a n/a
MaxCap Investment Trust First Mortgage MXC6343AU Not Rated Mortgages 2.39% 10.91% n/a
MaxCap Investment Trust High Yield MXC6934AU Not Rated Mortgages 2.73% 11.99% n/a
Mercer Global High Yield Bond Dis NCL1301AU Not Rated Non Investment Grade Debt 2.03% 6.05% 9.60%
Mercer Short-term Bond Dis NCL5897AU Not Rated Australian Short Term Fixed Interest 1.47% 5.59% 5.87%
Merricks Capital Agriculture Credit A MER0704AU Not Rated Mortgages 2.65% 11.76% n/a
Merricks Capital Agriculture Credit B MER8842AU Not Rated Mortgages 0.00% 0.00% n/a
Merricks Capital Agriculture Credit Fdr MER5279AU Not Rated Mortgages 2.19% 9.42% 10.46%
Merricks Capital Agriculture Credit Ord MER3735AU Not Rated Mortgages 2.12% 9.13% 10.18%
Metrics Real Estate Income Fund ETL6345AU Not Rated Mortgages 2.51% n/a n/a
Msquared High Yield Mortgage Income MSQ3218AU Not Rated Mortgages 2.58% 10.80% 10.58%
Msquared Mortgage Income MSQ6024AU Not Rated Mortgages 1.96% 8.38% 8.08%
Mulpha Real Estate Debt Fund PCP6741AU Not Rated Mortgages 0.89% 4.65% 7.57%
Mutual High Yield PRM8798AU starstarstarstarstar Non Investment Grade Debt 3.22% 10.40% 10.85%
National Australia Rollover Bond - Parking NAB0701AU star Australian Short Term Fixed Interest 0.08% 0.34% 0.63%
Neuberger Berman Global High Yield ETL9987AU Not Rated Non Investment Grade Debt 2.29% 12.56% n/a
OnePath Integra - OnePath Mortgages MMF0705AU starstar Mortgages 1.69% -9.48% -1.63%
Optimix Term Allocated Pension - Cash EF LEF0055AU starstarstar Australian Short Term Fixed Interest 0.90% 4.15% 3.97%
Optimix Term Allocated Pension - Cash NE LEF0056AU starstar Australian Short Term Fixed Interest 0.91% 4.16% 3.97%
Oreana Real Income A1 EXP4592AU Not Rated Mortgages 1.98% 8.32% 7.93%
Pallas Short-term PCF7474AU Not Rated Mortgages 2.14% 9.18% 9.01%
Pallas Warehouse Trust No.3 PCF9185AU Not Rated Mortgages 2.59% 11.09% 10.83%
Pendal Short-term Income Securities Fund WFS0377AU starstarstarstar Australian Short Term Fixed Interest 1.26% 5.07% 4.87%
Pendal Short-term Income Securities Trust PDL8847AU starstarstar Australian Short Term Fixed Interest 1.27% 5.16% 4.96%

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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.