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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
CBRE Global Real Assets UBS9614AU starstarstarstarstar Equity Global Real Estate 4.15% 4.56% 7.79%
CC JCB Dynamic Alpha A CHN8607AU starstarstar Unconstrained Fixed Income 1.27% 3.55% 2.02%
CC JCB Global Bond A Hedged CHN4711AU starstarstar Bonds - Global -0.70% 0.58% -2.97%
CC Sage Capital Equity Plus CHN8862AU starstarstarstarstar Equity Australia Large Blend 7.02% 13.14% 12.19%
Revolution Private Debt I CHN7934AU starstarstarstarstar Alternative - Private Debt 2.27% 3.63% 3.71%
CC Marsico Global Fund - Institutional Class (Closed) CHN0001AU starstarstar Equity World Large Growth -11.09% -25.66% 4.56%
CC Marsico Global Fund - Retail Class (Closed) CHN0002AU starstarstar Equity World Large Growth -11.06% -25.55% 4.17%

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.