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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Morningstar Australian Bonds B INT0021AU starstarstarstar Bonds - Australia 1.24% 3.04% 1.61%
Morningstar Australian Bonds Z INT0001AU starstarstarstar Bonds - Australia 1.26% 3.14% 1.76%
Morningstar Australian Shares A INT0022AU starstarstar Equity Australia Large Blend -1.52% 1.83% 5.88%
Morningstar Australian Shares B INT0023AU starstarstar Equity Australia Large Blend -1.47% 1.98% 5.87%
Morningstar Balanced Real Return B INT0029AU starstarstarstarstar Multisector Balanced 2.12% 6.92% 7.27%
Morningstar Balanced Real Return Fund A INT0028AU starstarstarstarstar Multisector Balanced 2.11% 6.87% 7.22%
Morningstar Global Listed Infrast Hedged A INT9521AU starstarstarstar Equity Global Infrastructure - Currency Hedged 5.75% 19.64% 5.51%
Morningstar Global Opportunities Class A INT9819AU starstarstarstarstar Equity World Large Value 9.50% 20.75% 19.30%
Morningstar Global Opportunities Class Z INT2524AU starstarstarstar Equity World Large Value 9.55% 20.92% 19.28%
Morningstar Global Property Securities (Hedged) Fund - Cl A INT0077AU starstarstarstar Equity Global Real Estate 3.87% 7.04% -3.25%
Morningstar Global Property Securities (Hedged) Fund - Cl B INT0078AU starstarstarstar Equity Global Real Estate 3.92% 7.21% -3.26%
Morningstar Growth Real Return B INT0039AU starstarstarstarstar Multisector Growth 2.64% 8.11% 9.09%
Morningstar Growth Real Return Fund - Cl A INT0038AU starstarstarstarstar Multisector Growth 2.63% 8.06% 9.04%
Morningstar High Growth Real Return B INT0043AU starstarstarstar Multisector Aggressive 3.50% 10.48% 11.55%
Morningstar High Growth Rl Return Fund - Cl A INT0042AU starstarstarstarstar Multisector Aggressive 3.49% 10.42% 11.48%
Morningstar International Bonds Hedged A INT0080AU starstarstarstar Bonds - Global 2.11% 3.07% 0.70%
Morningstar International Bonds Hedged Z INT0082AU starstarstarstar Bonds - Global 2.20% 3.45% 1.07%
Morningstar International Shares Hedged A INT0050AU starstarstarstar Equity World - Currency Hedged -0.15% 3.23% 7.40%
Morningstar International Shares Hedged B INT0051AU starstarstarstar Equity World - Currency Hedged -0.10% 3.45% 7.43%
Morningstar International Shares Unhedged A INT0052AU starstarstar Equity World Large Blend 0.11% 8.40% 13.42%
Morningstar International Shares Unhedged B INT0053AU starstarstar Equity World Large Blend 0.15% 8.55% 13.41%
Morningstar Moderate Real Return B INT0035AU starstarstarstar Multisector Moderate 1.58% 5.56% 5.27%
Morningstar Moderate Real Return Fund - Cl A INT0034AU starstarstarstar Multisector Moderate 1.56% 5.50% 5.24%
Morningstar Multi-asset All Growth A INT5026AU starstarstarstarstar Multisector Aggressive 3.48% 11.19% 12.15%
Morningstar Multi-asset All Growth Z ASK1211AU starstarstarstar Multisector Aggressive 3.62% 11.79% 13.07%

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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.