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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Magellan Wholesale Plus Infrastructure WFS0858AU starstarstar Equity Global Infrastructure - Currency Hedged 2.84% 16.69% 8.21%
Man AHL Wholesale Plus Alpha (AUD) BTA0567AU starstarstar Alternative - Systematic Trend 12.24% 13.00% 3.56%
Pendal Wholesale Plus Active Balanced WFS0861AU starstarstar Multisector Growth 0.43% 6.19% 8.15%
Pendal Wholesale Plus Australian Share BTA0476AU starstarstar Equity Australia Large Blend -0.61% 3.34% 9.40%
Pendal Wholesale Plus Fixed Interest BTA0547AU starstarstar Bonds - Australia -1.22% 3.53% 3.12%
Pendal Wholesale Plus Global Emerging Markets Opportunities BTA0550AU starstarstarstar Equity Emerging Markets 5.98% 29.62% 17.23%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstarstar Equity Australia Real Estate -4.05% 2.70% 11.36%
Perpetual Wholesale Plus Australian Share BTA0482AU starstarstar 0.88% 4.09% 5.52%
Perpetual Wholesale Plus Diversified Income BTA0556AU starstarstarstar Diversified Credit 1.05% 5.71% 6.80%
PIMCO Wholesale Plus Diversified Fixed Interest BTA0499AU starstarstarstar Bonds - Global / Australia -0.30% 5.05% 4.04%
PIMCO Wholesale Plus Global Bond BTA0498AU starstarstarstarstar Bonds - Global 0.56% 5.75% 4.36%
RARE Infrastructure Wholesale Plus Value Hedged BTA0543AU starstarstarstar Equity Global Infrastructure - Currency Hedged 4.79% 18.28% 10.20%
RARE Infrastructure Wholesale Plus Value Unhedged BTA0546AU starstarstarstarstar Equity Global Infrastructure 0.28% 13.15% 11.96%
Schroder Wholesale Plus Australian Equity BTA0483AU starstarstarstar Equity Australia Large Blend 5.20% 12.34% 9.54%
Schroder Wholesale Plus Fixed income BTA0545AU starstarstarstar Bonds - Australia -0.62% 4.06% 3.69%
Schroder Wholesale Plus Real Return CPI Plus 5% WFS0866AU starstarstarstar Multisector Flexible 3.37% 12.73% 10.57%
Spheria Wholesale Plus Australian Smaller Companies Fund WFS8908AU starstarstar Equity Australia Mid/Small Blend -2.78% 13.63% 12.37%
T. Rowe Price Wholesale Plus Global Equity BTA0538AU starstarstarstar Equity World Large Growth -5.08% 1.63% 16.27%
UBS Wholesale Plus Australian Bond BTA0478AU starstarstarstar Bonds - Australia -1.55% 3.98% 3.81%
Walter Scott Wholesale Plus Global Equity BTA0542AU starstarstar Equity World Large Growth -3.83% -5.00% 10.98%

26 - 45 of 45 results

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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.