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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Antipodes Global Fund - Class P IOF0045AU starstarstar Equity World Large Blend 8.05% 30.43% 16.30%
Antipodes Global M WHT3513AU starstarstar Equity World Large Blend 8.12% 30.68% 16.45%
Antipodes Global Shares ETF WHT3997AU starstarstar Equity World Large Value 5.48% 25.16% 18.02%
Antipodes Global Value I IOF0080AU starstarstar Equity World Large Value 5.28% 24.76% 18.12%
Antipodes Global Value M WHT4827AU starstarstar Equity World Large Value 5.42% 25.33% 15.24%
Antipodes Global Value P WHT0057AU starstarstar Equity World Large Value 5.39% 25.26% 18.38%
Firetrail Australian High Conviction WHT3810AU starstarstar Equity Australia Large Blend 13.00% 17.46% 11.87%
Firetrail Australian Small Companies A WHT3093AU starstarstarstarstar Equity Australia Mid/Small Blend 9.40% 28.33% 19.50%
Firetrail Australian Small Companies Act ETF starstarstarstar Equity Australia Mid/Small Blend 7.22% 28.51% 11.81%
Firetrail Australian Small Companies M WHT2716AU starstarstarstarstar Equity Australia Mid/Small Blend 9.36% 28.36% 19.60%
Hyperion Australian Growth Companies BNT0003AU starstarstar Equity Australia Large Growth 15.08% 15.63% 18.07%
Hyperion Australian Growth Companies SIV WHT2038AU starstarstar Equity Australia Large Growth 15.43% 14.72% 17.63%
Hyperion Global Growth Companies A WHT0070AU starstarstarstar Equity World Large Growth 17.81% 40.88% 33.59%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 17.91% 40.11% 33.86%
Hyperion Global Growth Companies C WHT8557AU starstarstarstarstar Equity World Large Growth 18.04% 43.07% 34.90%
Hyperion Global Growth Companies ETF starstarstarstarstar Equity World Large Growth 17.91% 40.11% 33.86%
Hyperion Small Growth Companies BNT0101AU starstarstarstarstar Equity Australia Mid/Small Growth 18.12% 23.91% 27.57%
Longwave Australian Small Companies A WHT9368AU starstarstar Equity Australia Mid/Small Blend 8.31% 11.45% 11.75%
Plato Australian Shares Income WHT0039AU starstarstarstar Australia Equity Income 9.19% 13.25% 12.44%
Plato Global Alpha A WHT1465AU starstarstarstarstar Equity World Large Blend 10.04% 38.78% 34.98%
Plato Global Shares Income A WHT0061AU starstarstarstar Equity World Large Blend 7.73% 22.92% 21.35%
Plato Global Shares Income F WHT0062AU starstarstarstar Equity World Large Blend 7.81% 23.40% 21.76%
Plato Global Shares Income P WHT6999AU starstarstarstar Equity World Large Blend 7.88% 23.58% 22.08%
Resolution Capital Core Plus Property Securities II IOF0044AU starstarstarstarstar Equity Australia Real Estate 14.17% 16.77% 15.94%
Resolution Capital Global Listed Infrs A WHT5739AU starstarstarstar Equity Global Infrastructure 2.97% 28.69% 12.19%

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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.