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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Alexander Credit Income Fund ETL2805AU starstarstarstar Diversified Credit 2.02% 7.62% 5.17%
Alexander Credit Opportunities Fund OMF0005AU starstarstarstarstar Diversified Credit 2.38% 8.70% 6.43%
Allan Gray Australia Balanced Fund ETL4654AU starstarstarstarstar Multisector Balanced 7.32% 10.90% 9.03%
Allan Gray Australia Equity A ETL0060AU starstarstar Equity Australia Large Value 7.78% 10.13% 10.18%
Allan Gray Australia Equity B ETL0349AU starstarstar Equity Australia Large Value 7.99% 11.00% 11.02%
Allan Gray Australia Stable ETL0273AU starstarstarstarstar Multisector Moderate 2.56% 4.61% 4.47%
Armytage Australian Equity Income ETL0148AU starstarstar Equity Australia Derivative Income 4.86% 10.64% 8.50%
Armytage Micro Capital Activist ETL3064AU starstarstar Equity Australia Mid/Small Blend 1.09% 4.66% 3.76%
Armytage Strategic Opportunities Wholesale ETL0139AU starstarstar Equity Australia Derivative Income 5.57% 10.60% 6.42%
Artesian Corporate Bond Fund ETL3604AU starstarstarstar Diversified Credit 1.82% 7.62% 2.85%
Artesian Corporate Bond Fund A ETL8268AU starstarstar Diversified Credit 1.79% 7.48% 2.74%
Atlantic Pacific Australian Equity A OMF0003AU starstarstarstar Equity Australia Long Short 6.27% 4.65% 8.49%
AXA IM Sustainable Equity ETL0171AU starstarstar Equity World Large Blend 11.28% 21.87% 13.42%
Barrow Hanley Global Equity Trust ETL0434AU starstarstar Equity World Large Value 9.43% 18.13% 11.57%
BNP Paribas C WorldWide Global Equities Trust ARO0006AU starstarstarstar Equity World Large Growth 10.66% 22.85% 10.93%
Claremont Global Fund ETL0390AU starstarstarstarstar Equity World Large Blend 5.47% 18.19% 14.27%
Claremont Global Fund (hedged) ETL0391AU starstarstarstar Equity World - Currency Hedged 0.72% 13.66% 6.83%
Clime Australian Income CLA0002AU starstarstarstar Multisector Moderate 1.34% 5.03% 4.36%
Clime Australian Income Retail SLT1239AU starstarstarstarstar Multisector Moderate 1.25% 4.87% 4.23%
Colchester Global Government Bond A ETL0409AU starstarstarstar Bonds - Global -1.06% 1.23% -2.17%
Colchester Global Government Bond I ETL5525AU starstarstarstar Bonds - Global -1.07% 1.23% -2.17%
Coolabah Short-term Income Assisted Investment SLT0052AU starstarstar Unconstrained Fixed Income 1.42% 6.50% 2.44%
Coolabah Short-term Income Base Fee ETL8504AU starstarstar Unconstrained Fixed Income 1.43% 6.69% 2.40%
Coolabah Short-term Income Direct Investment SLT0051AU starstarstar Unconstrained Fixed Income 1.46% 6.64% 2.59%
Coolabah Short-term Income Institutional A SLT7141AU starstarstar Unconstrained Fixed Income 1.48% 6.76% 2.73%

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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.