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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Morningstar Australian Bonds B INT0021AU starstarstarstarstar Bonds - Australia 0.84% 1.40% -0.92%
Morningstar Australian Bonds Z INT0001AU starstarstarstar Bonds - Australia 0.89% 1.60% -0.73%
Morningstar Australian Shares Fund A INT0022AU starstarstar Equity Australia Large Blend 9.65% 21.73% 7.67%
Morningstar Balanced Real Return Fund A INT0028AU starstarstarstar Multisector Balanced 4.49% 9.49% 6.12%
Morningstar Balanced Real Return Fund B INT0029AU starstarstarstar Multisector Balanced 4.50% 9.55% 6.18%
Morningstar Cash Fund - Class A INT0030AU starstarstarstar Australian Cash 0.99% 3.76% 1.80%
Morningstar Global Opportunities Class Z INT2524AU starstarstar Equity World Large Blend 11.65% 19.33% 16.36%
Morningstar Growth Real Return Fund - Cl A INT0038AU starstarstarstar Multisector Growth 6.29% 12.28% 8.24%
Morningstar Growth Real Return Fund B INT0039AU starstarstarstar Multisector Growth 6.30% 12.34% 8.31%
Morningstar High Growth Real Return Fund B INT0043AU starstarstarstar Multisector Aggressive 8.01% 15.68% 10.98%
Morningstar High Growth Rl Return Fund - Cl A INT0042AU starstarstarstar Multisector Aggressive 8.00% 15.62% 10.90%
Morningstar International Bds (Hedged) Fund - Cl A INT0080AU starstarstarstar Bonds - Global -0.34% 2.73% -1.79%
Morningstar International Bonds Hedged Z INT0082AU starstarstarstar Bonds - Global -0.25% 3.10% -1.43%
Morningstar International Shares (Hedged) Fund - Cl A INT0050AU starstarstarstar Equity World - Currency Hedged 7.08% 15.81% 7.34%
Morningstar International Shares (Hedged) Fund - Cl B INT0051AU starstarstarstar Equity World - Currency Hedged 7.07% 15.74% 7.25%
Morningstar International Shares (Unhdgd) Fund - Cl A INT0052AU starstarstarstar Equity World Large Blend 10.54% 18.14% 11.32%
Morningstar International Shares (Unhdgd) Fund - Cl B INT0053AU starstarstarstar Equity World Large Blend 10.52% 18.06% 11.24%
Morningstar International Shares Active ETF starstarstar Equity World - Currency Hedged 6.97% 15.56% 5.81%
Morningstar Moderate Real Return Fund - Cl A INT0034AU starstarstar Multisector Moderate 2.86% 6.35% 3.75%
Morningstar Moderate Real Return Fund B INT0035AU starstarstar Multisector Moderate 2.87% 6.40% 3.81%
Morningstar Multi-asset All Growth A starstarstarstarstar Multisector Aggressive n/a n/a n/a
Morningstar Multi-asset All Growth Z ASK1211AU starstarstarstar Multisector Aggressive 8.73% 17.82% 12.62%
Morningstar Multi-asset Defensive A INT9156AU starstarstarstar Bonds - Global / Australia 0.23% 4.04% 0.35%
Morningstar Multi-asset Defensive Z ASK1214AU starstarstar Multisector Conservative 0.33% 5.34% 1.10%
Morningstar Multi-asset Rl Return Fund - Cl A INT0040AU starstarstarstarstar Multisector Flexible 4.32% 8.07% 7.40%

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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.