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.
Generation Mason Martin Currie Rl Income	ALL0018AU		Equity Australia Other	4.30%	10.47%	5.25%
Generation Pendal Sustainability Australian Shares Fund	ALL9466AU		Equity Australia Large Blend	3.46%	12.37%	9.91%
Generation Perpetual Australian Share	ALL0009AU		Equity Australia Large Value	4.48%	6.04%	5.41%
Generation Perpetual Geared Australian Share	ALL0011AU	Not Rated	Equity Australia Large Geared	9.94%	8.45%	8.16%
Generation Tax Efctv Equities Income Retail	ALL8669AU		Equity Australia Large Value	4.53%	5.98%	2.67%
Generation Tax Efctv Equities Income Wholesale D	ALL1167AU		Equity Australia Large Value	4.53%	5.98%	2.67%
Generation Tax Effective Australian Shares Fund	ALL3779AU		Equity Australia Large Blend	5.33%	14.09%	11.59%
GESB Australian Shares Pension			Equity Australia Large Blend	7.03%	15.40%	13.87%
GESB Australian Shares Super			Equity Australia Large Blend	6.37%	13.69%	12.04%
GESB Australian Shares TA Pension			Equity Australia Large Blend	6.94%	15.11%	13.66%
GESB Australian Shares TTR			Equity Australia Large Blend	7.04%	15.68%	13.38%
Glenmore Australian Equities			Equity Australia Large Blend	11.17%	24.13%	13.72%
Glenmore Australian Equities Platform	GNM0167AU	Not Rated	Equity Australia Large Blend	11.15%	23.41%	n/a
Global X Australia ex Financials & Res ETF		Not Rated	Equity Australia Large Growth	4.72%	10.93%	n/a
Global X S&P/ASX 200 Covered Call ETF		Not Rated	Australia Equity Income	3.55%	7.52%	n/a
Global X S&P/ASX 200 High Dividend ETF			Australia Equity Income	11.74%	18.15%	10.27%
Greencape Broadcap	HOW0034AU		Equity Australia Large Growth	3.41%	6.39%	10.52%
Greencape Broadcap Class P	HOW0158AU		Equity Australia Large Growth	3.46%	6.62%	10.77%
Greencape High Conviction	HOW0035AU		Equity Australia Large Growth	4.46%	6.37%	11.72%
Hamilton12 Australian Shares Income A	HMN7149AU	Not Rated	Australia Equity Income	12.02%	19.93%	n/a
HESTA Australian Shares Pension			Equity Australia Large Blend	6.99%	14.23%	18.01%
HESTA Australian Shares Super			Equity Australia Large Blend	6.40%	12.47%	12.31%
HESTA Australian Shares TTR			Equity Australia Large Blend	6.40%	12.47%	12.31%
HF Australian Shares Fund	NRM0028AU		Equity Australia Large Blend	8.09%	12.82%	10.26%
HOSTPLUS Australian Shares Indexed Pension			Equity Australia Large Blend	7.02%	15.58%	14.07%

501 - 525 of 1151 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