Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
Australian Ethical Emerging Companies Whsle AUG0027AU starstarstarstarstar Equity Australia Mid/Small Blend 9.42% 20.44% 13.30%
BT Busines Super - Aberdeen Australian Small Companies WFS0395AU starstarstarstar Equity Australia Mid/Small Blend 1.57% 0.32% 4.82%
BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies BTA0255AU starstarstarstar Equity Australia Mid/Small Blend 1.56% 0.52% 5.09%
BT Personal Portfolio Service Investment - BT Wholesale Smaller Companies WFS0238AU starstarstar Equity Australia Mid/Small Blend 1.24% -5.24% 6.31%
BT Personal Portfolio Service Pension - BT Wholesale Smaller Companies WFS0275AU starstarstar Equity Australia Mid/Small Blend 1.79% -5.15% 6.05%
BT Personal Portfolio Service Super - BT Wholesale Smaller Companies WFS0281AU starstarstar Equity Australia Mid/Small Blend 1.52% -5.00% 5.04%
Colonial FirstChoice Wholesale Pension - Colonial Wholesale Australian Small Companies FSF0573AU starstarstarstar Equity Australia Mid/Small Blend 3.17% 6.97% 10.11%
Colonial FirstChoice Wholesale Pension - OC Wholesale Premium Small Companies FSF1732AU starstarstar Equity Australia Mid/Small Blend 0.65% -4.46% 7.50%
Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Australian Small Companies FSF0646AU starstarstarstar Equity Australia Mid/Small Blend 2.91% 6.23% 9.06%
Colonial FirstChoice Wholesale Personal Super - OC Wholesale Premium Small Companies FSF1741AU starstarstar Equity Australia Mid/Small Blend 0.59% -3.89% 6.86%
Colonial Select Allocated Pension - Colonial Wholesale Small Companies - Core PRU0517AU starstarstarstarstar Equity Australia Mid/Small Blend 2.79% 6.27% 10.31%
Colonial Select Personal Superannuation - Colonial Wholesale Small Companies - Core PRU0463AU starstarstarstarstar Equity Australia Mid/Small Blend 2.41% 5.74% 9.60%
Colonial Wholesale Australian Small Companies CMI0111AU starstarstarstar Equity Australia Mid/Small Blend 3.09% 6.17% 9.38%
DS Capital Growth Fund DSC0001AU starstarstarstar Equity Australia Mid/Small Blend 2.03% 8.34% 8.89%
Fidelity Future Leaders FID0026AU starstarstarstarstar Equity Australia Mid/Small Blend 10.09% 13.71% 15.50%
Fiducian Australian Smaller Companies Shares FPS0008AU starstarstar Equity Australia Mid/Small Blend 5.63% 2.17% 6.91%
Ironbark Karara Australian Small Companies PAT0002AU starstarstar Equity Australia Mid/Small Blend 6.21% 4.93% 6.58%
Ironbark Karara Wholesale Plus Australian Small Companies BTA0477AU starstarstar Equity Australia Mid/Small Blend 6.63% 5.54% 6.95%
MLC MasterKey Business Super - Fairview Equities Partner Emerging Companies MLC0908AU starstarstar Equity Australia Mid/Small Blend 8.60% 15.14% 9.89%
MLC MasterKey Super Fundamentals - Fairview Equities Partner Emerging Companies MLC0889AU starstarstarstar Equity Australia Mid/Small Blend 8.84% 16.17% 10.88%
NovaPort Microcap HOW0027AU starstarstarstar Equity Australia Mid/Small Blend 6.46% -6.41% 6.79%
NovaPort Smaller Companies HOW0016AU starstarstar Equity Australia Mid/Small Blend 4.81% 3.88% 5.18%
NovaPort Smaller Companies Class I HOW0018AU starstarstar Equity Australia Mid/Small Blend 4.76% 3.70% 5.06%
OC Dynamic Equity OPS0001AU starstarstarstar Equity Australia Mid/Small Blend 1.56% -7.70% 8.00%
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend 7.87% 11.74% 14.72%

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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 cannot 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.