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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Alvia Family Office Institutional DDH9793AU Not Rated Multisector Aggressive -2.91% 3.18% n/a
AM 166 Creek Street Equity No.2 UT Ord AMO8562AU Not Rated Unlisted and Direct Property 5.62% -1.53% 2.66%
AM 310 Ann Street Equity Unit Trust Ord AMO5006AU Not Rated Unlisted and Direct Property 1.55% -6.22% -1.30%
AM Brisbane CBD Investor Unit Trust Ord AMO1747AU Not Rated Unlisted and Direct Property -4.03% -0.98% 6.66%
AM Darlinghurst Investor Unit Trust Ord AMO8719AU Not Rated Unlisted and Direct Property -4.82% -4.82% -8.12%
AM Harbour Town Investor Trust Ord AMO3958AU Not Rated Unlisted and Direct Property -3.28% -10.92% -9.19%
AM Industrial Equity No. 2 Trust Ordnry AMO6535AU Not Rated Equity Australia Real Estate 1.21% n/a n/a
AM Industrial Equity Trust Not Rated 0.01% n/a n/a
AM Joondalup Equity Trust Ordinary Units AMO5093AU Not Rated Unlisted and Direct Property -10.00% n/a n/a
AM Kent Street Equity Trust Ordinary AMO5880AU Not Rated Unlisted and Direct Property 1.00% 46.38% 6.78%
AM Prospect Investor Trust Ord Units AMO9743AU Not Rated Unlisted and Direct Property 10.88% 11.35% 5.26%
AM QLD Industrial Equity No. 1 Trust AMO9473AU Not Rated Unlisted and Direct Property -63.66% -16.89% n/a
American Century Global Small Capital ETL7452AU starstar Equity World Mid/Small -2.61% 1.23% 10.32%
American Century Global Small Capital F ETL5328AU starstar Equity World Mid/Small -2.45% 2.06% 10.83%
amicaa Direct Lending A Income EVO5321AU Not Rated Alternative - Private Debt 2.01% 10.08% n/a
AMP - Flexible Lifetime & Custom Super - Macquarie Balanced Growth AMP0706AU starstarstar Multisector Growth 0.94% 13.03% 7.61%
AMP - Flexible Lifetime Investments - AMP Balanced Growth AMP0013AU starstar Multisector Growth -0.38% 6.81% 9.22%
AMP - Flexible Lifetime Investments - AMP Balanced Index AMP1050AU starstar Multisector Growth -0.28% 7.50% 9.60%
AMP - Flexible Lifetime Investments - AMP Conservative Index AMP1051AU starstar Multisector Moderate -1.18% 4.03% 5.26%
AMP - Flexible Lifetime Investments - AMP International Share Enhanced Index AMP0994AU starstarstar Equity World Large Blend -3.85% 5.07% 18.95%
AMP - Flexible Lifetime Investments - Future Directions Australian Bond AMP0693AU star Bonds - Australia -1.53% 2.40% 1.95%
AMP - Flexible Lifetime Investments - Future Directions Australian Shares Original AMP0015AU starstar Equity Australia Large Blend -0.36% 4.33% 8.38%
AMP - Flexible Lifetime Investments - Future Directions Emerging Markets AMP1117AU starstarstar Equity Emerging Markets 4.58% 28.71% 17.21%
AMP - Flexible Lifetime Investments - Future Directions International Shares Original AMP0017AU starstarstar Equity World Large Blend -1.47% 6.04% 18.19%
AMP - Flexible Lifetime Investments - S2 - AMP Balanced Growth AMP1391AU starstar Multisector Growth -0.28% 6.91% 9.25%

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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.