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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
AMS Balanced Fund DAM0026AU starstarstar Multisector Growth 1.14% 9.58% 10.80%
AMS Moderately Conservative Fund DAM0025AU starstarstar Multisector Balanced 1.10% 8.20% 9.20%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 9.24% 48.05% 23.80%
BWA Diversified BWA Blended Growth DAM8853AU starstarstar 1.73% 8.86% 10.79%
BWA Diversified BWA Core Satellite Growth DAM2300AU starstarstarstar Multisector Aggressive 2.56% 13.75% 15.38%
BWA Diversified BWA ESG, Impact & Innovt DAM3311AU starstarstar Multisector Aggressive 0.33% 7.92% 13.93%
Fulcrum Diversified Investments Fund HFL0104AU starstarstarstar Alternative - Macro Trading 3.11% 11.65% 5.79%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstar Equity World Mid/Small 7.54% 47.08% 21.32%
Ironbark Brown Advisory Global Share MGL0004AU starstarstarstarstar Equity World Large Blend 1.63% 7.36% 22.89%
Ironbark Brown Advisory Global Share M DAM0777AU starstarstarstarstar Equity World Large Blend 1.71% 7.69% 23.45%
Ironbark Brown Advisory Global Shares Hedged Hedged DAM7719AU starstarstar Equity World - Currency Hedged 2.02% 11.06% 16.85%
Ironbark DWS Global (ex-Aus) PropertySecs MGL0010AU starstarstar Equity Global Real Estate -0.12% 3.00% 5.42%
Ironbark DWS Global Property Securities MGL0011AU starstarstar Equity Global Real Estate -0.13% 3.63% 5.43%
Ironbark Paladin Property Securities PAL0002AU starstarstar Equity Australia Real Estate -1.92% 6.58% 13.31%
Ironbark Renaissance Australian Sm Comp PAT0002AU starstarstarstar Equity Australia Mid/Small Blend 6.25% 34.27% 16.79%
Ironbark Robeco Global Dev Enhanced Index Equities (Hedged) Hedged DAM5404AU starstarstarstarstar Equity World - Currency Hedged 3.85% 19.18% 21.85%
Ironbark Robeco Global Dev Enhanced Index Equities A Unhedged DAM2442AU starstarstarstar Equity World Large Blend 3.06% 14.32% 24.11%
Robeco Global Dev 3D Enhanced Index Equities (AUD) A ETL6926AU starstarstarstarstar Equity World Large Blend 3.14% 13.97% 27.54%
Robeco Global Dev 3D Enhanced Index Equities (AUD) B ETL0561AU starstarstarstar Equity World Large Blend 3.10% 13.83% 23.52%
AMP Capital - Global Companies Institutional Open (Closed) starstarstarstarstar Equity World Large Growth 1.63% 30.89% 26.12%
Ironbark Denning Pryce Australian Tailrd Income (Closed) DPR0001AU starstarstar Equity Australia Derivative Income 5.84% 8.48% 7.08%
Ironbark Gavekal Asian Opportunities (Closed) HFL0014AU starstarstarstar Alternative - Other 5.91% 18.59% 6.76%
Omega Global Corporate Bond (Closed) WHT0023AU starstarstar Diversified Credit -0.77% -0.98% 3.90%

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.