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 Investors Mutual Australian	ALL0006AU		Equity Australia Large Blend	-3.31%	7.01%	6.09%
Generation iShares S&P/ASX20 ETF	ALL0002AU		Equity Australia Large Blend	1.22%	7.78%	9.39%
Generation iShares Wholesale Australian Equities Index	ALL0019AU		Equity Australia Large Blend	2.17%	9.78%	9.91%
Generation Legg Mason Martin CurrieEqInc	ALL0027AU		Australia Equity Income	2.61%	11.55%	8.13%
Generation Martin Currie Equities Income WSA	ALL2027AU		Australia Equity Income	1.04%	5.93%	3.04%
Generation Mason Martin Currie Rl Income	ALL0018AU		Equity Australia Other	3.43%	9.16%	6.64%
Generation Pendal Sustainability Australian Shares Fund	ALL9466AU		Equity Australia Large Blend	1.72%	10.86%	10.29%
Generation Perpetual Australian Share	ALL0009AU		Equity Australia Large Value	-0.08%	3.40%	4.86%
Generation Perpetual Geared Australian Share	ALL0011AU	Not Rated	Equity Australia Large Geared	-1.17%	2.36%	6.93%
Generation Tax Efctv Equities Income Retail	ALL8669AU		Equity Australia Large Value	1.04%	5.93%	3.04%
Generation Tax Efctv Equities Income Wholesale D	ALL1167AU		Equity Australia Large Value	1.04%	5.93%	3.04%
Generation Tax Effective Australian Shares Fund	ALL3779AU		Equity Australia Large Blend	2.04%	11.12%	11.20%
GESB Australian Shares Pension			Equity Australia Large Blend	3.31%	13.85%	13.99%
GESB Australian Shares Super			Equity Australia Large Blend	3.04%	12.37%	12.50%
GESB Australian Shares TA Pension			Equity Australia Large Blend	3.24%	13.66%	13.78%
GESB Australian Shares TTR			Equity Australia Large Blend	3.65%	13.99%	13.66%
Glenmore Australian Equities			Equity Australia Large Blend	8.45%	20.23%	16.09%
Glenmore Australian Equities Platform	GNM0167AU	Not Rated	Equity Australia Large Blend	8.52%	20.19%	n/a
Global X Australia ex Financials & Res ETF		Not Rated	Equity Australia Large Growth	-4.66%	8.43%	n/a
Global X S&P/ASX 200 Covered Call ETF		Not Rated	Australia Equity Income	2.66%	7.73%	n/a
Global X S&P/ASX 200 High Dividend ETF			Australia Equity Income	6.93%	17.34%	12.22%
Greencape Broadcap	HOW0034AU		Equity Australia Large Growth	1.29%	4.47%	10.99%
Greencape Broadcap Class P	HOW0158AU		Equity Australia Large Growth	1.33%	4.70%	11.24%
Greencape High Conviction	HOW0035AU		Equity Australia Large Growth	0.18%	3.07%	11.68%
Hamilton12 Australian Shares Income A	HMN7149AU		Australia Equity Income	7.91%	18.73%	13.64%

501 - 525 of 1153 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