Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
WaveStone Australian Share HOW0020AU starstarstarstar Equity Australia Large Growth 5.10% 7.46% 12.47%
WaveStone Capital Absolute Return WCL0001AU starstarstar Alternative Strategies 4.75% 4.99% 8.65%
WaveStone Dynamic Australian Equity HOW0053AU starstarstarstar Alternative Strategies 5.09% 5.50% 10.18%
CC W/S Moderate Conservative Portfolio (Closed) HOW0011AU starstarstar Multisector Balanced -44.16% -52.25% -18.20%
CC Wholesale Conservative Portfolio (Closed) HOW0009AU starstarstar Multisector Moderate -30.68% -32.81% -8.41%
Challenger Wholesale Australian Share (Closed) HBC0007AU starstarstar Equity Australia Large Blend 10.32% 24.76% 25.27%
Challenger Wholesale Global Property Securities (Closed) HOW0047AU starstarstar Equity Global Real Estate 14.26% 22.67% -12.19%
Credit Suisse Priv Investment Property (Closed) CSA0004AU starstarstar Equity Australia Real Estate 27.02% -18.91% -18.48%
Credit Suisse SupRO - Property (Closed) CSA0020AU starstarstarstar Equity Australia Real Estate 7.72% 23.23% 19.62%
CS AP Property (Closed) CSA0012AU starstarstarstar Equity Australia Real Estate 8.47% 26.08% 21.67%
Custom Choice Wholesale Diversified Fixed Interest (Closed) HOW0007AU starstarstarstar Bonds - Global / Australia -0.86% 3.40% 4.64%
Howard Mortgage (Closed) HOW0001AU starstarstar Mortgages 0.05% 0.15% 1.73%
Howard Professional Mortg Pls Trust CNA (Closed) NFS0186AU starstarstar Mortgages Aggressive -0.39% -0.80% -5.25%
Howard Wholesale Mortgage (Closed) HOW0005AU starstarstarstarstar Mortgages -12.31% -11.93% -2.60%
Kinetic Wholesale Small Companies (Closed) HBC0006AU starstarstar Equity Australia Mid/Small Growth 1.93% 3.20% 7.51%
Metisq Wholesale China Share (Closed) HOW0033AU starstarstar Equity Greater China -11.60% -14.47% 8.50%

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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 cannot 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.