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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Potter Warburg Resources Trust (Closed) Not Rated Equity Australia Other 7.46% 9.96% 7.61%
Potter Warburg South East Asia Fund (Closed) Not Rated Equity Asia Pacific w/o Japan 0.93% 13.55% 12.76%
Potter Warburg Sup - Managed Investment (H) (Closed) Not Rated Multisector Growth 1.16% 10.73% 4.38%
Potter Warburg Sup - Property Securities (H) (Closed) Not Rated Unlisted and Direct Property -4.57% -10.09% -6.78%
Potter Warburg Super - Company Secure (Closed) PWA0501AU Not Rated Australian Cash 0.46% 2.22% 3.98%
Potter Warburg Super - Personal Secure (Closed) PWA0401AU Not Rated Australian Cash 0.39% 2.17% 4.09%
Potter Warburg Super - Self Employed Managed (Closed) Not Rated Multisector Growth 4.36% 7.42% n/a
Potter Warburg Super - Self Employed Securities (Closed) Not Rated Australian Cash 2.92% 13.02% n/a
Potter Warburg Trading Trust (Closed) Not Rated Equity Australia Mid/Small Blend 17.99% 15.02% 12.16%
Potter Warburg United Kingdom Fund (Closed) Not Rated Miscellaneous 0.35% 4.64% -0.01%
PPSP Macquarie Master Fixed Interest (Closed) WFS0193AU starstar Bonds - Australia 1.36% 8.27% 4.78%
Pre Select 100%+ Capital Protected Australian Equities 1 (Closed) MGL0021AU Not Rated Miscellaneous 0.54% 2.52% 3.86%
Pre Select 100%+ Capital Protected Australian Equities 2 (Closed) DAM0009AU Not Rated Miscellaneous 1.77% 7.86% 5.09%
Pre Select 100%+ Capital Protected Growth 1 (Closed) MGL0022AU Not Rated Miscellaneous 0.52% 2.45% 4.02%
Pre Select 100%+ Capital Protected Growth 2 (Closed) DAM0008AU Not Rated Miscellaneous 1.81% 8.10% 3.87%
Pre Select Australian Equity (Closed) NUN0005AU starstar Equity Australia Large Blend 8.30% 15.88% 11.29%
Pre Select Australian Small Companies (Closed) NUN0038AU starstarstar Equity Australia Mid/Small Blend 3.65% 10.94% 7.73%
Pre Select International Equity (Closed) NUN0006AU starstar Equity World Large Blend 2.54% 20.52% 10.50%
Premier - Investment Bond (Closed) Not Rated Bonds - Australia 0.79% 0.79% 3.63%
Premier Australian Share (Closed) star Equity Australia Large Blend 0.05% -12.81% 1.21%
Premier Equity Return (Closed) starstarstarstar Alternative - Other -4.63% -4.12% 2.02%
Premier Global Select (Closed) STL0104AU starstar Multisector Flexible -7.08% -0.76% 4.28%
Premium Asia Property (Closed) MAQ0574AU starstarstarstarstar Miscellaneous 0.71% -11.17% -3.71%
Presima Global Property Securities Concentrated (Closed) PPL0026AU star Equity Global Real Estate -1.69% 19.58% 3.65%
Primary Investment Board V (Closed) Not Rated Equity World Long Short -2.29% -17.99% -7.20%

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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.