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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Bennelong ex-20 Australian Equities BFL0004AU starstar Equity Australia Mid/Small Growth 13.75% 1.88% 4.08%
Bennelong Long Short Equity BFL0005AU starstar Equity Australia Long Short 9.48% 8.14% 11.14%
Bennelong Market Neutral Fund BFL0016AU Not Rated Alternative - Other 9.13% 7.66% 10.75%
Bennelong Twenty20 Australian Equities BFL0017AU starstar Equity Australia Large Blend 9.36% 10.02% 9.97%
Bennelong Wholesale Plus ex-20 Australian Equities BTA0480AU starstarstar Equity Australia Mid/Small Growth 13.40% 1.69% 4.31%
Bentham Asset Backed Securities I HOW2852AU starstarstarstar Diversified Credit 0.91% 5.25% 6.93%
Bentham Defensive Income A CSI0521AU starstarstar Diversified Credit -0.23% 4.13% 5.21%
Bentham Global Income CSA0038AU starstarstarstar Unconstrained Fixed Income -0.33% 4.09% 4.97%
Bentham Global Income E FSF7613AU Not Rated Unconstrained Fixed Income n/a n/a n/a
Bentham Global Opportunities A HOW6814AU Not Rated Unconstrained Fixed Income -0.66% 4.54% n/a
Bentham Global Opportunities F HOW5722AU starstarstarstarstar Unconstrained Fixed Income -0.44% 5.26% 6.96%
Bentham Global Opportunities I HOW7031AU starstarstarstar Unconstrained Fixed Income -0.87% 4.15% 6.27%
Bentham High Yield CSA0102AU starstarstar Non Investment Grade Debt 3.12% 6.43% 7.22%
Bentham Professional Global Income CSA0045AU starstarstarstar Unconstrained Fixed Income -0.34% 4.08% 4.95%
Bentham Professional Global Income C CSI7384AU starstarstar Unconstrained Fixed Income -0.29% 4.32% 5.59%
Bentham Professional Global Income P CSI0473AU starstarstar Unconstrained Fixed Income -0.26% 4.39% 5.26%
Bentham Professional Global Income X CSI6218AU starstarstar Unconstrained Fixed Income -0.30% 4.23% 5.10%
Bentham Professional Syndicated Loan CSA0048AU starstarstar Non Investment Grade Debt 3.27% 6.21% 7.44%
Bentham Professional Syndicated Loan P CSI7530AU Not Rated Non Investment Grade Debt 3.21% 7.41% n/a
Bentham Syndicated Loan CSA0046AU starstarstarstar Non Investment Grade Debt 3.17% 6.88% 7.71%
Betashares 2028 Fixed Term Corporate Bond Act ETF Not Rated Unconstrained Fixed Income n/a n/a n/a
Betashares 2029 Fixed Term Corporate Bond Act ETF Not Rated Unconstrained Fixed Income n/a n/a n/a
Betashares 2030 Fixed Term Corporate Bond Act ETF Not Rated Unconstrained Fixed Income n/a n/a n/a
BetaShares Active Australian Hybrids ETF starstarstarstar Diversified Credit 1.87% 5.37% 5.81%
BetaShares Agriculture ETF Currency Hedged (Synth) Not Rated n/a n/a n/a

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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.