Managed Funds

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Fund name APIR Morningstar
Sector Returns
3 Mth. 1 Yr. 3 Yr.
iShares Wholesale Indexed Australian Bond Z BGL0010AU starstarstarstarstar Bonds - Australia -0.78% 1.77% 5.41%
Barclays Man Investment - Diversified Growth Fund No.2 (Closed) BGL0103AU starstarstar Multisector Growth 2.04% -8.39% 9.06%
Barclays Man Investment - Diversified Stable Fund No.2 (Closed) BGL0102AU starstarstar Multisector Moderate 1.69% -1.46% 6.45%
Barclays PIF - Australian Share Fund (Closed) BGL0037AU starstarstarstar Equity Australia Large Blend 10.55% 17.75% n/a
BlackRock Australian Alpha Tilts (Closed) BGL0006AU starstarstarstarstar Equity Australia Large Blend 0.34% 16.67% 11.97%
BlackRock Australian Bond E (Closed) MAL0032AU starstarstarstarstar Bonds - Australia 2.89% 5.13% 4.68%
BlackRock Australian Equities PST (Closed) PWA0806AU starstarstarstar Equity Australia Large Blend 6.67% 15.38% 4.30%
BlackRock Australian Equity Market Neutral Fund (Closed) BGL0064AU starstarstar Hedge Funds - Australia n/a n/a n/a
BlackRock Balanced Pooled Super Fund (Closed) PWA0805AU starstarstarstar Multisector Growth 7.44% 14.14% 6.86%
BlackRock Corporate PST (Closed) PWA0502AU starstarstarstar Multisector Growth 7.26% 13.52% 6.29%
BlackRock Direct Property C (Closed) MAL0031AU starstarstar Unlisted and Direct Property 0.21% 0.52% 4.33%
BlackRock Direct Property E (Closed) MAL0021AU starstarstar Unlisted and Direct Property 0.40% 1.28% 5.11%
BlackRock Direct Property Wholesale (Closed) MAL0010AU starstarstar Unlisted and Direct Property 0.35% 1.07% 4.90%
BlackRock Global Small Capital (Closed) MAL0125AU starstarstarstar Equity World Mid/Small 1.17% 15.08% 6.52%
BlackRock Hedged Global Small Capital (Closed) MAL0127AU starstarstarstar Equity World - Currency Hedged 5.05% 25.74% 5.00%
BlackRock Income Trust (Closed) PWA0004AU starstarstarstar Multisector Growth -43.38% -36.59% -11.26%
BlackRock Monthly Income C (Closed) MAL0014AU starstarstar Diversified Credit 1.65% 2.02% 4.26%
BlackRock Monthly Income R (Closed) MAL0015AU starstarstar Diversified Credit 1.70% 2.23% 4.46%
BlackRock NTP Balanced Fund (Closed) MAL0100AU starstarstarstarstar Multisector Growth 5.76% 15.79% 7.21%
BlackRock P Invs Balanced (Closed) MAL0103AU starstarstarstar Multisector Growth 3.95% 16.38% 8.76%
BlackRock P Invs Global Small Capital (Closed) MAL0129AU starstarstarstar Equity World Mid/Small 1.27% 15.54% 6.94%
BlackRock P Invs Hedged Global Sm Capital (Closed) MAL0131AU starstarstarstar Equity World - Currency Hedged 5.17% 26.29% 5.46%
BlackRock Scientific Diversified Stable PST (Closed) BAR0802AU starstarstarstar Multisector Moderate 4.11% 10.83% 6.91%
BlackRock Wholesale Australian Share Plus D (Closed) MAL0020AU starstarstar Equity Australia Large Growth -1.41% -1.02% -5.46%
BlackRock Wholesale Global Equities Enhanced Index D (Closed) MAL0124AU starstarstarstar Equity World Large Blend 6.95% 12.59% 3.80%

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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.