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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Investors Mutual Equity Income IML0005AU starstarstar Australia Equity Income -0.70% 9.16% 9.07%
Investors Mutual Small Capital IML0006AU starstarstar Equity Australia Mid/Small Value 9.34% 17.86% 17.64%
Investors Mutual Wholesale Australian Smaller Companies IML0001AU starstarstar Equity Australia Mid/Small Value 11.60% 20.83% 19.32%
Loomis Sayles Global Equity IML0341AU starstarstarstarstar Equity World Large Growth 5.77% 29.46% 26.31%
Loomis Sayles Global Equity Quoted Managed IML3289AU starstarstarstarstar Equity World Large Growth 5.80% 30.24% 26.58%
Vaughan Nelson Global Equity SMID IML1199AU starstarstar 6.30% 20.75% 13.92%

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.