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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Plato Global Shares Income F WHT0062AU starstarstarstar Equity World Large Blend 7.43% 25.76% 22.28%
Plato Global Shares Income P WHT6999AU starstarstarstarstar Equity World Large Blend 7.49% 25.95% 22.59%
Resolution Capital Core Plus Property Securities II IOF0044AU starstarstarstarstar Equity Australia Real Estate 10.06% 17.27% 15.77%
Resolution Capital Global Listed Infrs A WHT5739AU starstarstarstar Equity Global Infrastructure 0.62% 18.76% 11.86%
Resolution Capital Global Property Securities WHT0015AU starstarstar Equity Global Real Estate 1.20% -1.30% 1.84%
Resolution Capital Global Property Securities ETF starstarstar Equity Global Real Estate 1.19% -1.30% 1.85%
Resolution Capital Global Property Securities II IOF0081AU starstarstar Equity Global Real Estate 1.12% -1.55% 1.52%
Resolution Capital Global Property Securities Unhedged SII IOF0184AU starstarstarstarstar Equity Global Real Estate -0.19% 3.92% 5.42%
Resolution Capital Global Property Securities Unhedged SII B WHT2080AU starstarstarstar Equity Global Real Estate -0.09% 4.34% 5.84%
Resolution Capital Global Property Securities Unhedged SII M WHT5373AU starstarstarstarstar Equity Global Real Estate -0.17% 3.97% 5.64%
Resolution Capital Global Prprty Securities C WHT7374AU starstarstar Equity Global Real Estate 1.22% -1.16% 1.69%
Resolution Capital Real Assets WHT0014AU starstarstarstarstar Equity Australia Real Estate 8.98% 16.80% 15.44%
Resolution Capital Real Assets B WHT7398AU starstarstarstarstar Equity Australia Real Estate 9.08% 17.13% 15.50%
Solaris Australian Equity (TR) I SOL0002AU starstarstarstar Equity Australia Large Blend 9.21% 15.45% 13.72%
Solaris Australian Equity Income WHT2589AU starstarstar Australia Equity Income 8.80% 15.78% 13.10%
Solaris Australian Equity Long Short Fund WHT3859AU starstarstarstar Equity Australia Large Blend 9.88% 14.63% 12.94%
Solaris Core Australian Equity Inst WHT0009AU starstarstarstar Equity Australia Large Blend 9.10% 16.84% 14.25%
Solaris Core Australian Equity PA SOL0001AU starstarstarstar Equity Australia Large Blend 8.64% 16.33% 14.03%
Solaris Core Australian Equity Retail WHT0012AU starstarstar Equity Australia Large Blend 8.78% 15.66% 13.14%
Spheria Australian Microcap WHT0066AU starstarstarstarstar Equity Australia Mid/Small Blend 16.89% 23.42% 15.17%
Spheria Australian Smaller Companies WHT0008AU starstarstarstar Equity Australia Mid/Small Blend 11.23% 24.92% 12.55%
Spheria Global Opportunities WHT6704AU starstarstar Equity World Mid/Small 4.70% 12.37% 14.20%
Spheria Opportunities WHT0025AU starstarstarstar Equity Australia Mid/Small Blend 12.99% 19.62% 11.93%
IOOF/Perennial Flexi - Australian Property Securities (Closed) IOF0014AU starstarstar Equity Australia Real Estate 10.77% 24.27% 19.64%
Perennial International Equities Trust (Closed) IOF0213AU starstarstar Equity World Large Blend 9.76% 21.37% 22.30%

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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.