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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
ActiveX Kapstream Absolute Return Income ETF starstarstarstar Unconstrained Fixed Income 1.67% 6.91% 3.68%
Alphinity Australian Equity HOW0019AU starstarstarstar Equity Australia Large Blend 6.65% 25.41% 9.37%
Alphinity Australian Share PAM0001AU starstarstarstar Equity Australia Large Blend 6.57% 25.17% 9.38%
Alphinity Australian Share Class B HOW0122AU starstarstarstar Equity Australia Large Blend 6.57% 25.15% 9.35%
Alphinity Australian Share P HOW7374AU starstarstarstar Equity Australia Large Blend 6.63% 25.47% 10.07%
Alphinity Australian Share X HOW3039AU starstarstarstar Equity Australia Large Blend 6.62% 25.46% 9.64%
Alphinity Concentrated Australian Share HOW0026AU starstarstarstarstar Equity Australia Large Blend 7.17% 25.05% 9.45%
Alphinity Concentrated Australian Share B EQI0001AU starstarstarstar Equity Australia Large Blend 6.99% 24.21% 8.72%
Alphinity Concentrated Australian Share I HOW6368AU starstarstarstar Equity Australia Large Blend 7.16% 25.00% 9.39%
Alphinity Global Equity HOW0164AU starstarstarstar Equity World Large Blend 9.22% 34.00% 10.33%
Alphinity Global Equity - Active ETF starstarstar Equity World Large Blend 9.22% 33.94% 7.74%
Alphinity Sustainable Share HOW0121AU starstarstarstar Equity Australia Large Blend 7.12% 26.54% 7.60%
Alphinity Sustainable Share B GLO0015AU starstarstarstar Equity Australia Large Blend 7.12% 26.47% 7.52%
Ardea Australian Inflation-linked Bond HOW0062AU starstarstarstar Bonds - Inflation - Linked 0.18% 4.88% 1.70%
Ardea Diversified Bond A HOW8543AU starstarstarstar Bonds - Australia -0.85% 1.97% -1.86%
Ardea Real Outcome Fund HOW0098AU starstarstarstar Alternative - Other 1.05% -0.89% 1.73%
Bentham Asset Backed Securities I HOW2852AU starstarstar Diversified Credit -0.18% 8.22% 4.43%
Bentham Global Opportunities F HOW5722AU starstarstarstarstar Unconstrained Fixed Income -0.82% 10.80% 6.41%
Bentham Global Opportunities I HOW7031AU starstarstarstarstar Unconstrained Fixed Income -1.20% 10.06% 5.81%
Challenger IM Credit Income A HOW8013AU starstarstarstarstar Diversified Credit 2.11% 8.81% 6.59%
Challenger IM Credit Income I HOW5500AU starstarstarstarstar Diversified Credit 2.16% 8.92% 6.55%
Challenger IM Credit Income P HOW8209AU starstarstarstarstar Diversified Credit 2.12% 8.79% 6.48%
Eiger Australian Small Companies HOW2967AU starstarstar Equity Australia Mid/Small Blend 8.18% 17.35% -1.47%
Greencape Broadcap HOW0034AU starstarstarstar Equity Australia Large Growth 6.90% 25.54% 8.70%
Greencape Broadcap Class P HOW0158AU starstarstarstar Equity Australia Large Growth 6.95% 25.83% 8.96%

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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.