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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Centuria LifeGoals Russell Invms Growth Fund OVS2349AU starstar Multisector Aggressive 5.72% 6.48% 7.06%
Centuria LifeGoals SchroderRlRetCPI+5%WS OVS0157AU Not Rated Multisector Flexible 2.83% 6.49% 5.28%
Centuria LifeGoals T.Rowe Price Global Equities OVS3393AU starstarstar Equity World Large Growth 7.59% 9.27% 10.78%
Centuria LifeGoals Vanguard Australian FxdIntst OVS9898AU starstarstar Bonds - Australia 0.44% 2.89% 1.20%
Centuria LifeGoals Vanguard Australian Shares Index OVS7047AU starstarstar Equity Australia Large Blend 6.01% 8.27% 8.39%
Centuria LifeGoals Vanguard Dvrs Balanced Index OVS4859AU starstar Multisector Balanced 3.62% 5.68% 4.96%
Centuria LifeGoals Vanguard Dvrs Growth Index OVS2052AU starstarstar Multisector Growth 5.08% 7.47% 7.10%
Centuria LifeGoals Vanguard International SC Index OVS0233AU Not Rated Equity World Mid/Small 8.25% 6.46% 7.70%
Centuria LifeGoals Vanguard International ShrsIdx OVS9675AU starstarstarstar Equity World Large Blend 7.85% 11.77% 12.66%
Centuria LifeGoals Walter Scott Global Equities OVS8802AU starstarstar Equity World Large Value 3.99% 3.73% 7.83%
Centuria LifeGoalsVanguardAusPrptySecIdx OVS5104AU starstar Equity Australia Real Estate 7.03% 6.49% 7.19%
Centuria Logan Super Centre Fund CTR7289AU Not Rated Unlisted and Direct Property n/a n/a n/a
Centuria Pendal Short-term Income Securities OVS5415AU Not Rated Australian Short Term Fixed Interest 0.80% 2.83% 2.67%
Centuria Sandgate Road Fund CNT6829AU Not Rated Unlisted and Direct Property 4.33% -4.49% 2.27%
Centuria SOP Fund CNT9608AU Not Rated Unlisted and Direct Property 0.87% -22.28% -5.89%
Cerutty Macro Fund ETL9686AU Not Rated Equity Australia Large Blend 12.99% 20.78% n/a
CFML Aoris International SRI Fund NRM0032AU starstarstar Equity World Large Growth 7.34% 12.15% 18.72%
CFML Fixed Interest NRM0030AU starstarstarstarstar Bonds - Global / Australia 1.50% 5.91% 3.88%
CFML RARE Emerging Markets NRM0038AU starstar Equity Global Infrastructure 8.30% 15.19% 12.52%
CFML Schroder Equity Opportunities NRM0028AU starstarstar Equity Australia Large Blend 10.71% 9.48% 10.36%
Challenger Australian Industrials Indexed Trust INVEST143 Not Rated n/a n/a n/a
Challenger Australian Resources Indexed Trust INVEST144 Not Rated n/a n/a n/a
Challenger Australian Technology Indexed Trust INVEST145 Not Rated n/a n/a n/a
Challenger GIF 2.03 cents pa 30 Sep 2023 MLT5897AU Not Rated Miscellaneous 1.36% 5.29% 2.58%
Challenger GIF 4.80 cents pa 31 May 2026 CSI3766AU Not Rated 1.29% 6.53% 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.