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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Generation Perpetual Balanced Growth ALL0010AU starstarstar Multisector Growth 3.12% 5.74% 4.78%
Generation Perpetual Conservative Growth ALL3019AU starstarstar Multisector Moderate 2.28% 4.80% 3.26%
Generation Perpetual ESG Australian Share ALL0023AU starstarstarstarstar Equity Australia Mid/Small Value 5.94% 8.86% 9.92%
Generation PIMCO Wholesale Australian Bond ALL0016AU starstarstar Bonds - Australia 1.90% 4.95% 2.67%
Generation PIMCO Wholesale Global Bond ALL0008AU starstarstarstarstar Bonds - Global 1.06% 3.60% 1.84%
Generation Schroder Absolute Return Income ALL0007AU starstarstar Diversified Credit 0.79% 4.37% 3.14%
Generation Tax Effective Australian Shares Fund ALL3779AU starstarstarstarstar Equity Australia Large Blend 8.97% 14.37% 12.12%
Generation Vanguard Balanced Portfolio ALL4532AU starstarstar Multisector Balanced 3.67% 7.69% 6.45%
Generation Vanguard Growth Portfolio ALL0035AU starstarstarstar Multisector Growth 4.71% 9.41% 8.68%
Generation Vanguard Hedged GrPort ALL6521AU starstarstarstarstar Multisector Aggressive 5.82% 11.16% 11.09%
Generation Walter Scott Global Equities Hedged ALL5980AU starstarstar Equity World - Currency Hedged 5.91% 1.51% 8.40%

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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.