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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Foundation Assertive WPC0007AU starstarstarstarstar Multisector Growth -0.19% 12.03% 10.34%
Foundation Balanced WPC0008AU starstarstarstarstar Multisector Balanced -0.09% 9.40% 8.47%
Foundation Conservative WPC0010AU starstarstarstar Multisector Moderate 0.18% 6.21% 6.08%
IOOF Balanced Growth IOF0232AU starstarstarstarstar Multisector Growth -1.92% 8.61% 9.12%
IOOF Income Trust PIM0003AU starstarstarstar Unconstrained Fixed Income 0.43% 4.25% 5.67%
MLC Cash Management PIM0002AU starstarstarstar 0.92% 3.88% 4.19%
MLC Cash Management D AUX0021AU starstarstarstar Australian Cash 0.93% 3.93% 4.26%
MLC MultiActive Australian Shares IOF0092AU starstarstar -5.16% 3.80% 5.39%
MLC MultiActive Balanced IOF0093AU starstarstarstar -2.71% 6.19% 7.84%
MLC MultiActive Capital Stable IOF0094AU starstarstarstar -0.20% 4.62% 4.99%
MLC MultiActive Cash Enhanced IOF0091AU starstarstar 0.96% 4.45% 4.95%
MLC MultiActive Conservative IOF0095AU starstarstarstar -0.78% 5.19% 5.77%
MLC MultiActive Diversified Fixed Income IOF0096AU starstarstarstarstar -0.36% 3.04% 3.71%
MLC MultiActive Global Shares IOF0098AU starstarstar -6.96% 3.66% 12.54%
MLC MultiActive Growth IOF0097AU starstarstar -3.60% 6.36% 8.52%
MLC MultiActive Moderate UFM0051AU starstarstarstar -1.63% 5.85% 6.88%
MLC MultiActive Property WPC0012AU starstarstarstar 1.99% 6.18% 5.60%
MLC MultiSeries 30 IOF0253AU starstarstarstar -0.41% 5.51% 5.93%
MLC MultiSeries 50 IOF0254AU starstarstarstar -1.30% 6.38% 7.31%
MLC MultiSeries 70 IOF0090AU starstarstarstar -2.12% 7.60% 8.94%
MLC MultiSeries 90 IOF0255AU starstarstarstar -2.73% 8.35% 10.10%
Specialist Diversified Fixed Interest MMC0102AU starstarstarstar -0.36% 3.03% 3.71%
Specialist Global Shares Fund WPC0011AU starstarstar -6.95% 3.65% 12.49%
Strategic Australian Equity DFA0008AU starstarstarstar Equity Australia Large Value 1.22% 17.97% 11.91%
Strategic Fixed Interest DFA0015AU starstarstarstarstar Bonds - Global / Australia 0.22% 3.11% 3.89%

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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.