InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds

Managed Funds

Try our compare your fund tool.

OR

Reset Filters

Search Results

Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Optimix Term Allocated Pension - Global Shares EF LEF0073AU starstarstar Equity World Large Blend 5.05% 14.33% 17.53%
Optimix Term Allocated Pension - Global Shares NEF LEF0074AU starstarstar Equity World Large Blend 5.04% 14.33% 17.19%
Optimix Term Allocated Pension - Property Securities EF LEF0069AU starstarstarstarstar Equity Australia Real Estate 9.71% 15.25% 15.96%
Optimix Term Allocated Pension MultiSeries 30 (EF) LEF0059AU starstarstar Multisector Moderate 2.35% 5.78% 5.75%
Optimix Term Allocated Pension OnePath Global Smlr Com Shares NE LEF0076AU starstarstar Equity World Mid/Small 0.00% 14.50% 15.85%
OptiMix Trust OnePath Global Smlr Com Shares NE LEF0177AU starstarstarstar Equity World Mid/Small 6.31% 26.15% 19.26%
Optimix Trusts - Balanced LEF0119AU starstarstar Multisector Growth -0.31% 0.98% 3.22%
Optimix Trusts - Conservative LEF0120AU starstarstar Multisector Moderate -0.17% 1.83% 3.20%
OptiMix Trusts - Geared Australian Shares Index Trust NEF MMF0988AU starstarstar Equity Australia Large Geared 12.40% 19.57% 15.57%
Optimix Trusts - Global Share NE LEF0148AU starstarstar Equity World Large Blend 4.38% 13.29% 16.66%
Optimix Trusts - Moderate LEF0035AU starstarstar Multisector Balanced 1.35% 3.15% 3.95%
Optimix Trusts - Property Securities NE LEF0141AU starstarstar Equity Australia Real Estate 9.37% 14.95% 14.20%
Optimix Wholesale - Australian Fixed Interest LEF0104AU starstarstar Bonds - Australia 1.35% 4.92% 4.25%
Optimix Wholesale - Australian Fixed Interest A LEF0041AU starstarstar Bonds - Australia 0.00% 0.00% 0.01%
Optimix Wholesale - Australian Share A LEF0043AU starstarstar Equity Australia Large Blend 6.97% 13.02% 11.37%
Optimix Wholesale - Australian Share No.2 LEF0102AU starstarstar Equity Australia Large Blend 7.02% 13.25% 11.69%
Optimix Wholesale - Balanced LEF0107AU starstarstar Multisector Growth 4.25% 9.55% 9.54%
Optimix Wholesale - Balanced A LEF0044AU starstarstar Multisector Growth 4.20% 9.32% 9.33%
Optimix Wholesale - Conservative LEF0108AU starstarstarstar Multisector Moderate 2.38% 5.97% 5.77%
Optimix Wholesale - Conservative A LEF0045AU starstarstar Multisector Moderate 2.32% 5.77% 5.79%
Optimix Wholesale - Moderate Trust LEF0027AU starstarstar Multisector Balanced 3.19% 7.26% 7.34%
RetireInvest Pref RO Bond - Capital Safe LEF0013AU starstarstar Australian Short Term Fixed Interest n/a 4.09% 4.69%
ANZ Allocated Pension Diversified Stable (Closed) ANZ0298AU starstarstarstar Multisector Moderate 2.02% 2.19% 3.11%
ANZ Allocated Pension First Sentier Imputation EF (Closed) ANZ0297AU starstarstarstar Equity Australia Large Blend 0.35% 6.90% 12.09%
ANZ Allocated Pension First Sentier Wholesale Leaders EF (Closed) ANZ0310AU starstarstar Equity Australia Large Growth 0.29% 2.78% 8.42%

326 - 350 of 1052 results

Page 14 of 43

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.