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.
Investors Mutual Concentrated Australian Share	IML0010AU		Equity Australia Large Blend	-4.47%	11.92%	6.74%
Investors Mutual Equity Income	IML0005AU		Australia Equity Income	-0.70%	9.16%	9.07%
Investors Mutual Equity Income Complex ETF	IML3046AU	Not Rated	Australia Equity Income	n/a	n/a	n/a
Investors Mutual Private Portfolio	IML2681AU		Equity Australia Long Short	-0.68%	3.54%	5.87%
Investors Mutual Private Portfolio B	IML7090AU		Equity Australia Long Short	-0.54%	3.92%	6.11%
Investors Mutual Wholesale Australian Share	IML0002AU		Equity Australia Large Blend	-3.77%	9.54%	8.15%
IOOF WB Australian Shares Core - Fidelity	IOF0246AU		Equity Australia Large Blend	4.84%	6.45%	9.28%
IOOF WB Australian Shares Fund	IOF0017AU		Equity Australia Large Blend	3.54%	7.16%	10.38%
IOOF WB Australian Shares Geared - Fst Sntr	IOF0245AU	Not Rated	Equity Australia Large Geared	4.18%	10.22%	21.85%
IOOF WB Australian Shares Index - Vanguard	IOF0248AU		Equity Australia Large Blend	3.56%	7.81%	10.73%
IOOF WB Australian Shares Long/Short - Perptl	IOF0247AU		Equity Australia Large Value	4.21%	6.40%	7.86%
IOOF WB Australian Shares MultiMix	IOF0133AU		Equity Australia Large Blend	3.11%	3.69%	7.91%
IOOF WB High Conviction Shares	IOF0129AU		Equity Australia Large Growth	4.19%	11.03%	12.96%
iShares Australian Equity Index	BGL0034AU		Equity Australia Large Blend	2.87%	12.43%	12.71%
iShares Core MSCI Australia ESG ETF			Equity Australia Large Blend	-0.74%	10.13%	13.59%
iShares Core S&P/ASX 200 ETF			Equity Australia Large Blend	2.67%	12.42%	12.97%
iShares Edge MSCI Australia Mini Volume ETF			Equity Australia Large Blend	1.70%	16.03%	13.45%
iShares Edge MSCI Australia Multifactor ETF			Equity Australia Large Blend	6.09%	20.72%	15.85%
iShares S&P/ASX 20 ETF			Equity Australia Large Blend	1.42%	9.74%	12.48%
iShares S&P/ASX Diversified Opportunities ESG Scrnd ETF			Australia Equity Income	9.53%	21.16%	16.60%
iShares Wholesale Australian Equities Index E	BGL0005AU		Equity Australia Large Blend	2.91%	12.63%	12.93%
iShares Wholesale Australian Equities Index S	BLK9675AU		Equity Australia Large Blend	2.89%	12.52%	12.82%
JANA High Alpha Australian Share Trust	MLC3634AU		Equity Australia Large Blend	1.24%	2.15%	7.62%
K2 Australian Absolute Return	KAM0101AU		Equity Australia Long Short	1.11%	13.11%	12.50%
K2 Australian Small Capital ETF			Equity Australia Long Short	9.51%	8.27%	4.98%

551 - 575 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