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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Watermark Absolute Return (Closed) ETL8732AU Not Rated Equity Australia Long Short -5.55% -9.36% -0.39%
Watermark Market Neutral Trust A WMF0001AU Not Rated Alternative - Other -5.01% -9.17% 2.80%
WaveStone Capital Absolute Return (Closed) WCL0001AU starstarstarstar Equity Australia Long Short 0.58% 14.37% 8.67%
Wealthstar Allocated Pension - Australian Acorn Capital Wholesale Microcap (Closed) RSA0237AU star Equity Australia Mid/Small Blend 19.57% -41.11% -15.61%
Wealthstar Allocated Pension - Barclays Australian Share (Closed) RSA0238AU starstar Equity Australia Large Blend -2.08% -31.51% -8.44%
Wealthstar Allocated Pension - Barclays Diversified Growth (Closed) RSA0239AU starstarstar Multisector Growth -5.94% -22.97% -7.46%
Wealthstar Allocated Pension - Colonial Wholesale 452 Australian Share (Closed) RSA0240AU starstarstarstar Equity Australia Large Blend -4.74% -25.58% -6.01%
Wealthstar Allocated Pension - Colonial Wholesale Conservative (Closed) RSA0241AU starstarstar Multisector Moderate -1.22% -5.72% -0.31%
Wealthstar Allocated Pension - Credit Suisse International Shares (Closed) RSA0243AU starstarstar Equity World Large Growth -9.35% -23.34% -13.92%
Wealthstar Allocated Pension - Intech Australian Bonds Trust (Closed) RSA0244AU starstarstarstarstar Bonds - Australia 0.29% 14.60% 7.01%
Wealthstar Allocated Pension - Intech Balanced Growth Trust (Closed) RSA0246AU starstarstar Multisector Balanced -4.08% -14.91% -3.54%
Wealthstar Allocated Pension - Intech Conservative Growth (Closed) RSA0247AU starstarstar Multisector Moderate -3.19% -9.47% -1.22%
Wealthstar Allocated Pension - Intech Growth Trust (Closed) RSA0248AU starstarstar Multisector Growth -5.26% -22.32% -7.22%
Wealthstar Allocated Pension - Intech High Growth Plus Trust (Closed) RSA0249AU starstar Multisector Aggressive -7.30% -30.76% -11.00%
Wealthstar Allocated Pension - Intech High Growth Trust (Closed) RSA0250AU Not Rated Multisector Aggressive -6.85% -27.08% -7.49%
Wealthstar Allocated Pension - Intech International Bonds Hedged (Closed) RSA0251AU starstarstarstar Bonds - Global 0.29% 9.17% 7.18%
Wealthstar Allocated Pension - Intech International Shares Unhedged (Closed) RSA0252AU starstarstar Equity World Large Blend -11.51% -27.57% -15.45%
Wealthstar Allocated Pension - Intech Property Securities Trust (Closed) RSA0253AU starstarstar Equity Australia Real Estate -23.34% -56.69% -25.51%
Wealthstar Allocated Pension - IOOF/Perennial Global Property (Closed) RSA0366AU Not Rated Equity Global Real Estate -18.86% -56.82% n/a
Wealthstar Allocated Pension - JBWere Global Small Companies Wholesale (Closed) RSA0255AU star Equity World Mid/Small -11.36% -33.29% -21.36%
Wealthstar Allocated Pension - Perpetual JF Wholesale Property Securities (Closed) RSA0256AU starstar Equity Australia Real Estate -22.35% -60.10% -28.07%
Wealthstar Allocated Pension - Perpetual Wholesale Australian Fund (Closed) RSA0258AU starstar Equity Australia Large Value 0.45% -26.03% -7.30%
Wealthstar Allocated Pension - Schroder Wholesale Australian Equity (Closed) RSA0260AU starstarstar Equity Australia Large Blend -2.58% -25.87% -6.03%
Wealthstar Allocated Pension - UBS Property Securities Fund (Closed) RSA0265AU star Equity Australia Real Estate -19.79% -60.44% -31.45%
Wealthstar Business Super - Schroder Fixed Income W/S (Closed) RSA0376AU Not Rated Bonds - Australia -0.04% 8.20% 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.