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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
AMS Balanced Fund DAM0026AU starstarstar Multisector Growth 5.36% 14.90% 5.71%
AMS Moderately Conservative Fund DAM0025AU starstarstar Multisector Balanced 4.21% 12.22% 4.69%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstar Equity World Long Short 14.32% 17.79% 12.49%
Fiera Atlas Global Companies Class A AMP7497AU starstarstarstar Equity World Large Growth 8.56% 15.82% 10.76%
Fiera Atlas Global Companies Class Hedged AMP8506AU starstarstarstar Equity World Large Growth 8.57% 15.83% 10.77%
Fiera Atlas Global Companies Class Open DAM0960AU starstarstarstar Equity World Large Growth 8.61% 16.01% 10.97%
IB RLAM Cncntrtd Global Shares M DAM0777AU starstarstarstarstar Equity World Large Blend 18.16% 41.66% 23.29%
Ironbark DWS Global (ex-Aus) PropertySecs MGL0010AU starstarstar Equity Global Real Estate -0.20% 8.33% -1.05%
Ironbark DWS Global Property Securities MGL0011AU starstarstar Equity Global Real Estate 0.04% 7.47% -1.02%
Ironbark GCM Global Macro DEU0109AU starstarstarstarstar Alternative - Macro Trading 15.60% 20.33% 10.68%
Ironbark Paladin Property Securities PAL0002AU starstarstarstar Equity Australia Real Estate 15.62% 37.74% 11.11%
Ironbark Royal London Concentrated Global Shares MGL0004AU starstarstarstarstar Equity World Large Blend 18.07% 41.24% 22.90%
Principal Global Property Securities PGI0002AU starstarstar Equity Global Real Estate -0.76% 6.88% -1.77%
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.