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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Pension - Perpetual Small Companies PER0008AU starstarstarstar Equity Australia Mid/Small Blend 3.48% 9.18% 6.18%
Perpetual WealthFocus Super - Perpetual Small Companies PER0025AU starstarstarstar Equity Australia Mid/Small Blend 3.11% 7.95% 5.20%
Perpetual WealthFocus Term Allocated Pension - Perpetual Small Companies PER0348AU starstarstarstar Equity Australia Mid/Small Blend 3.48% 9.18% 6.18%
Prime Value Emerging Opportunities B PVA3186AU starstarstarstarstar Equity Australia Mid/Small Blend 5.70% 14.12% 6.48%
Prime Value Emerging Opportunities Fund PVA0013AU starstarstarstar Equity Australia Mid/Small Blend 4.47% 11.86% 5.98%
Regal Australian Small Companies Fund RGL0004AU starstarstar Equity Australia Mid/Small Blend -2.12% 31.37% 13.62%
SGH Australian Small Companies CSA0131AU starstarstar Equity Australia Mid/Small Blend 8.08% 18.71% 6.27%
Smallco Investment ASC0001AU starstarstarstar Equity Australia Mid/Small Blend 4.84% 22.71% 12.62%
Spatium Small Companies VIL2854AU starstarstarstar Equity Australia Mid/Small Blend -1.02% -3.22% -5.10%
Spheria Australian Microcap WHT0066AU starstarstarstarstar Equity Australia Mid/Small Blend 3.25% 14.49% 9.74%
Spheria Australian Smaller Companies WHT0008AU starstarstar Equity Australia Mid/Small Blend 5.64% 14.97% 6.35%
Spheria Opportunities WHT0025AU starstarstarstar Equity Australia Mid/Small Blend 4.95% 19.74% 7.68%
Spheria Wholesale Plus Australian Smaller Companies Fund WFS8908AU starstarstar Equity Australia Mid/Small Blend 5.61% 15.08% 6.80%
The TAMIM Australia All Capital CTS9748AU starstarstar Equity Australia Mid/Small Blend 10.86% 33.28% 8.21%
Tribeca Australian Smaller Companies ETL0052AU starstarstarstar Equity Australia Mid/Small Blend 6.06% 21.67% 6.99%
UBS Australian Small Companies Fund UBS0004AU starstarstar Equity Australia Mid/Small Blend 4.44% 11.51% 4.05%
VanEck S&P/ASX MidCap ETF starstarstarstar Equity Australia Mid/Small Blend 7.25% 20.70% 8.98%
Vanguard MSCI Australian Small Companies ETF starstarstar Equity Australia Mid/Small Blend 3.92% 14.52% 5.61%
Yarra Australian Smaller Companies JBW4991AU starstarstar Equity Australia Mid/Small Blend 4.40% 11.38% 4.26%
Yarra ex-20 Australian Equities Fund JBW0052AU starstarstar Equity Australia Mid/Small Blend 5.70% 16.15% 10.24%
Aberdeen Australian Small Companies (Closed) MGL0001AU starstarstarstar Equity Australia Mid/Small Blend 5.04% 19.28% 5.92%
Alpha Australian Small Companies (Closed) ETL0092AU starstarstar Equity Australia Mid/Small Blend 12.51% 26.17% 12.79%
AMP - Flexible Lifetime & Custom Super - AMP Multi-manager Australian Small Capital (Closed) AMP0469AU starstarstar Equity Australia Mid/Small Blend 6.03% 34.66% 12.85%
AMP - Flexible Lifetime Allocated Pension - AMP Australian Multi-manager Small Capital (Closed) AMP1094AU starstarstar Equity Australia Mid/Small Blend 6.55% 37.95% 13.96%
AMP - Flexible Lifetime Allocated Pension - Specialist Australian Small Companies (Closed) AMP0879AU starstarstar Equity Australia Mid/Small Blend 6.61% 37.63% 12.17%

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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.