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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 7.02% 5.96% 6.61%
Antipodes Global Fund - Long P WHT0057AU starstarstar Equity World Large Value 7.62% 11.43% 8.48%
Antipodes Global Shares ETF WHT3997AU starstarstar Equity World Large Value 7.67% 11.41% 7.98%
Firetrail Australian Small Companies A WHT3093AU starstarstar Equity Australia Mid/Small Blend 7.68% 24.67% 2.41%
Firetrail Australian Small Companies M WHT2716AU starstarstar Equity Australia Mid/Small Blend 7.69% 24.90% 2.43%
Hyperion Australian Growth Companies BNT0003AU starstarstarstar Equity Australia Large Growth 7.51% 15.95% 2.31%
Hyperion Global Growth Companies B WHT8435AU starstarstar Equity World Large Growth 4.71% 42.91% 5.88%
Hyperion Global Growth Companies ETF starstarstar Equity World Large Growth 4.71% 42.91% 5.88%
Hyperion Small Growth Companies BNT0101AU starstarstarstar Equity Australia Mid/Small Growth 11.02% 22.64% 4.73%
Longwave Australian Small Companies A WHT9368AU starstarstarstar Equity Australia Mid/Small Blend 1.63% 8.43% 5.09%
Plato Australian Shares Income WHT0039AU starstarstar Australia Equity Income 0.92% 7.82% 6.00%
Plato Global Shares Income A WHT0061AU starstarstar Equity World Large Blend 5.14% 22.12% 10.91%
Plato Global Shares Income F WHT0062AU starstarstar Equity World Large Blend 5.20% 22.41% 11.29%
Plato Global Shares Income P WHT6999AU starstarstar Equity World Large Blend 5.29% 22.84% 11.69%
Resolution Capital Core Plus Property Securities II IOF0044AU starstarstarstarstar Equity Australia Real Estate 7.18% 18.39% 7.81%
Resolution Capital Global Property Securities WHT0015AU starstarstarstar Equity Global Real Estate -0.76% 1.29% -3.07%
Resolution Capital Global Property Securities (WS) WHT0024AU starstarstarstar Equity Global Real Estate -0.52% 1.20% -3.18%
Resolution Capital Global Property Securities ETF starstarstarstar Equity Global Real Estate -0.76% 1.30% -3.06%
Resolution Capital Global Property Securities II IOF0081AU starstarstarstar Equity Global Real Estate -0.52% 1.20% -3.16%
Resolution Capital Global Property Securities Unhedged SII IOF0184AU starstarstarstarstar Equity Global Real Estate 0.51% 2.83% 2.19%
Resolution Capital Global Property Securities Unhedged SII B WHT2080AU starstarstarstar Equity Global Real Estate 0.63% 3.27% 2.59%
Resolution Capital Global Prprty Securities C WHT7374AU starstarstar Equity Global Real Estate -0.63% 1.49% -3.03%
Resolution Capital Real Assets WHT0014AU starstarstarstarstar Equity Australia Real Estate 6.54% 16.22% 8.03%
Resolution Capital Real Assets B WHT7398AU starstarstarstarstar Equity Australia Real Estate 6.53% 15.86% 8.42%
Solaris Australian Equity Income WHT2589AU starstarstar Australia Equity Income 2.61% 9.68% 7.24%

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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.