Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
OC Premium Small Companies OPS0002AU starstarstar Equity Australia Mid/Small Blend 1.04% -3.89% 7.24%
OnePath OneAnswer - Allocated Pension - Pendal Smlr Companies EF MMF0715AU starstarstar Equity Australia Mid/Small Blend 3.57% -4.33% 6.41%
OnePath OneAnswer - Frontier Investment Portfolio - Pendal Smlr Companies MMF1477AU starstarstar Equity Australia Mid/Small Blend 1.25% -5.30% 6.17%
OnePath OneAnswer - Frontier Pension - Pendal Smlr Companies MMF1595AU starstarstarstar Equity Australia Mid/Small Blend 1.69% -4.39% 7.18%
OnePath OneAnswer - Frontier Personal Super - Pendal Smlr Companies MMF1716AU starstarstar Equity Australia Mid/Small Blend 1.56% -3.92% 6.43%
OnePath OneAnswer - Investment Portfolio - Pendal Smlr Companies EF MMF0725AU starstarstar Equity Australia Mid/Small Blend 0.95% -6.17% 5.21%
OnePath OneAnswer - Personal Super - Pendal Smlr Companies EF MMF0735AU starstarstar Equity Australia Mid/Small Blend 3.21% -3.89% 5.74%
OnePath OneAnswer - Term Allocated Pension - Pendal Smlr Companies EF MMF0754AU starstarstar Equity Australia Mid/Small Blend 3.57% -4.34% 6.41%
Ophir Opportunities OPH0001AU starstarstarstarstar Equity Australia Mid/Small Blend 8.87% 13.44% 14.87%
Ophir Opportunities Class E starstarstarstar Equity Australia Mid/Small Blend 9.03% 13.99% 15.17%
Pendal MicroCap Opportunities RFA0061AU starstarstarstarstar Equity Australia Mid/Small Blend 5.91% 10.43% 12.34%
Pendal MidCap BTA0313AU starstarstarstar Equity Australia Mid/Small Blend 2.87% -0.36% 9.98%
Pendal Smaller Companies RFA0819AU starstarstar Equity Australia Mid/Small Blend 1.24% -5.24% 6.31%
Pengana Emerging Companies PER0270AU starstarstarstar Equity Australia Mid/Small Blend 5.17% -2.14% 8.11%
Perpetual PST Small Companies PER0062AU starstarstarstar Equity Australia Mid/Small Blend 4.51% 2.41% 6.94%
Perpetual Pure Microcap Fund PER0704AU starstarstarstar Equity Australia Mid/Small Blend 11.14% -1.13% 6.31%
Perpetual WealthFocus Investment Advantage - Perpetual Small Companies PER0039AU starstarstar Equity Australia Mid/Small Blend 3.99% 0.51% 5.82%
Perpetual Wholesale Smaller Companies PER0048AU starstarstar Equity Australia Mid/Small Blend 4.18% 1.25% 6.60%
Perpetual Wholesale Smaller Companies 2 PER0259AU starstarstar Equity Australia Mid/Small Blend 4.18% 1.25% 6.59%
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend 16.84% 41.29% 17.92%
Smallco Investment ASC0001AU starstarstarstarstar Equity Australia Mid/Small Blend -1.57% 2.27% 11.17%
Spheria Opportunities WHT0025AU starstarstar Equity Australia Mid/Small Blend 0.45% 1.33% 10.59%
UBS Australian Small Companies Fund UBS0004AU starstarstarstar Equity Australia Mid/Small Blend 6.34% 6.72% 9.90%
UBS Microcap Fund UBS0057AU starstarstarstar Equity Australia Mid/Small Blend 9.16% 4.71% 9.15%
VanEck Vectors Small Companies Masters ETF starstarstar Equity Australia Mid/Small Blend 2.68% 2.86% 8.18%

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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.