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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Paradice Australian Mid Capital Fund A ETL9086AU starstarstar Equity Australia Mid/Small Blend 10.70% 18.13% 11.42%
Paradice Australian Small Capital Fund B ETL0739AU starstarstar Equity Australia Mid/Small Blend 5.25% 15.02% 11.64%
Paradice Equity Alpha Plus ETL8096AU starstarstarstarstar Equity Australia Large Blend 5.60% 15.47% 16.66%
Partners Group Global Multi-asset ETL0431AU starstarstarstarstar Alternative - Multistrategy 1.92% 6.72% 5.82%
Pzena Emerging Markets Value Wholesale ETL0483AU starstarstarstarstar Equity Emerging Markets 10.51% 19.38% 19.97%
Pzena Global Focused Value P ETL6220AU starstarstar Equity World Large Value 5.67% 10.82% 15.84%
Pzena Global Focused Value Retail ETL4336AU starstarstarstar Equity World Large Value 6.00% 10.83% 15.62%
Pzena Global Focused Value Wholesale ETL0484AU starstarstarstar Equity World Large Value 5.65% 10.69% 15.75%
Quest Long Short Australian Equities ETL4748AU starstarstar Equity Australia Long Short 6.71% -1.22% 5.17%
Reitway Global Property Portfolio SLT0054AU starstarstar -3.68% 7.88% 0.77%
Reitway Global Property Portfolio - Inst SLT0057AU starstarstar -3.57% 8.41% 1.23%
Robeco Emerging Conservative Equities AUD C ETL8984AU starstarstarstar Equity Emerging Markets 7.61% 14.97% 16.35%
Robeco Emerging Conservative Equity AUD ETL0381AU starstarstarstar Equity Emerging Markets 7.56% 14.78% 16.21%
SGH Emerging Companies Professional Investment ETL0375AU starstarstar Equity Australia Mid/Small Growth 12.82% 5.55% -0.87%
SGH High Conviction Fund ETL0042AU starstarstar Equity Australia Large Growth 5.68% 4.85% 8.73%
SGH High Conviction Fund Prof Investor ETL0373AU starstarstar Equity Australia Large Growth 5.57% 4.46% 8.33%
SGH LaSalle Concentrated Global Property ETL0394AU starstarstarstar Equity Global Real Estate 1.49% -0.37% 3.52%
Smarter Money Assisted Investor Class CRE0014AU starstarstarstar Australian Short Term Fixed Interest 1.64% 5.17% 5.29%
Smarter Money Institutional Investor CRE0015AU starstarstarstarstar Australian Short Term Fixed Interest 1.64% 5.26% 5.38%
Smarter Money Long/Short Credit SLT2562AU starstarstarstarstar Unconstrained Fixed Income 3.37% 7.65% 9.02%
Smarter Money Long/Short Credit Institutional SLT3458AU starstarstarstarstar Unconstrained Fixed Income 3.46% 7.92% 9.24%
SPW Global High Quality - Institutional ETL7705AU starstarstar Equity World Large Blend -2.02% 18.62% 18.54%
T. Rowe Price Concentrated Global Equities I ETL8650AU starstarstar 10.62% 9.33% 18.38%
T. Rowe Price Global Equity I ETL0071AU starstarstarstar Equity World Large Growth 10.43% 14.33% 16.12%
T. Rowe Price Global Equity M ETL8482AU starstarstar Equity World Large Growth 10.45% 14.51% 16.28%

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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.