Managed Funds

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Fund name	APIR	Morningstar rating	Sector	Returns
Fund name	APIR	Morningstar rating	Sector	3 Mth.	1 Yr.	3 Yr.
Pendal Short-term Income Securities Trust	PDL8847AU		Australian Short Term Fixed Interest	1.02%	4.56%	5.01%
Perpetual Exact Market Return	PER0258AU		Australian Short Term Fixed Interest	0.91%	3.80%	4.15%
Perpetual High Grade Floating Rate	PER0265AU		Australian Short Term Fixed Interest	0.95%	4.91%	5.79%
Perpetual High Grade Floating Return R Units	PER0562AU		Australian Short Term Fixed Interest	0.94%	4.85%	5.71%
Perpetual Premium Treasury	PER0261AU		Australian Short Term Fixed Interest	0.80%	2.38%	3.24%
PIMCO Capital Securities Wholesale	ETL0445AU	Not Rated	Non Investment Grade Debt	-1.24%	6.78%	9.69%
PIMCO Private Diversified Lending	PIC2634AU	Not Rated	Non Investment Grade Debt	2.18%	7.53%	n/a
PIMCO Short-term Active Yield Wholesale	PIC7002AU	Not Rated	Australian Short Term Fixed Interest	0.80%	4.66%	n/a
PineBridge Global High Yield Bond I	PER6444AU		Non Investment Grade Debt	-0.63%	6.14%	7.22%
Prime Value Enhanced Income	PVA0009AU		Australian Short Term Fixed Interest	0.78%	4.15%	4.34%
Prime Value SIV Enhanced Income Fund	PVA0088AU		Australian Short Term Fixed Interest	0.78%	4.13%	4.34%
Princeton Property Income Fund	PIM1505AU	Not Rated	Mortgages	1.58%	10.39%	n/a
RAM Australia Credit B (Fixed Term)		Not Rated	Mortgages	1.05%	4.34%	4.12%
RAM Australia Credit B2		Not Rated	Mortgages	1.38%	5.74%	5.40%
RAM Australia Credit E (High Yield)		Not Rated	Mortgages	1.50%	6.24%	5.80%
RAM Australia Credit P	RAM3604AU	Not Rated	Mortgages	0.00%	0.00%	n/a
REST Cash Super		Not Rated	Australian Short Term Fixed Interest	0.91%	3.75%	3.98%
RetireInvest Pref RO Bond - Capital Safe	LEF0013AU		Australian Short Term Fixed Interest	0.00%	0.00%	1.89%
Russell Australian Cash A	RIM0041AU		Australian Short Term Fixed Interest	0.86%	3.62%	3.95%
Russell Australian Cash Enhanced Fund Class A	RIM0037AU		Australian Short Term Fixed Interest	0.90%	4.65%	5.48%
Russell Cash Enhanced Portfolio C	TRM0017AU	Not Rated	Australian Short Term Fixed Interest	0.94%	4.78%	5.59%
Russell Cash Portfolio Super Suite	TRM0003AU	Not Rated	Australian Short Term Fixed Interest	0.74%	3.35%	3.46%
Sandhurst Select 90 Fund	STL0002AU		Mortgages	0.96%	4.02%	4.30%
Sandhurst Strategic Income A	STL0027AU		Australian Short Term Fixed Interest	0.94%	4.35%	5.06%
Sandhurst Strategic Income B	STL0044AU		Australian Short Term Fixed Interest	1.03%	4.72%	5.43%

101 - 125 of 144 results

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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.

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Managed Funds