Managed Funds

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Fund name APIR Morningstar
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Australian Ethical High Growth (Acc) AET0003AU starstarstarstar Equity Australia Other -0.98% 9.30% 4.59%
BetaShares Martin Currie Real Income ETF starstarstarstar Equity Australia Other -4.99% 0.47% 2.40%
Generation Mason Martin Currie Rl Income ALL0018AU starstarstarstar Equity Australia Other -4.28% -0.30% 1.05%
Katana Australian Equity Fund KTA0002AU starstarstarstarstar Equity Australia Other -3.46% 5.59% 6.95%
Martin Currie Real Income A SSB0026AU starstarstarstarstar Equity Australia Other -4.97% 0.68% 2.64%
AMP - Flexible Lifetime & Custom Super - Legg Mason Australian Real Income (Closed) AMP1819AU starstarstarstar Equity Australia Other 7.78% 21.79% 6.13%
AMP - Flexible Lifetime Allocated Pension - Legg Mason Australian Real Income (Closed) AMP1813AU starstarstarstarstar Equity Australia Other 8.57% 23.93% 6.44%
AMP - Flexible Super - Retirement - Legg Mason Australian Real Income (Closed) AMP1789AU starstarstarstarstar Equity Australia Other 8.72% 24.62% 7.04%
AMP - Flexible Super - Super - Legg Mason Australian Real Income (Closed) AMP1795AU starstarstarstarstar Equity Australia Other 7.90% 22.37% 6.63%
AMP - SignatureSuper - Martin Currie Real Income (Closed) AMP1807AU starstarstarstarstar Equity Australia Other -8.72% -13.80% -4.75%
AMP - SignatureSuper - Pension - Martin Currie Real Income (Closed) AMP1801AU starstarstarstarstar Equity Australia Other -9.57% -14.99% -5.20%

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.