Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
Vanguard MSCI Australian Small Companies ETF starstarstar Equity Australia Mid/Small Blend 4.55% 4.98% 9.55%
Aberdeen Australian Small Companies (Closed) MGL0001AU starstarstarstar Equity Australia Mid/Small Blend 5.04% 19.28% 5.92%
Aberdeen Select Investment Australian Equities (Closed) CSA0109AU starstarstar Equity Australia Mid/Small Blend 8.15% 14.44% -1.27%
AMP Capital - Fund Australian Small Companies (Closed) starstarstar Equity Australia Mid/Small Blend 10.98% 5.18% 9.00%
BT Australian Small Companies Wholesale (Closed) BTA0240AU starstarstarstar Equity Australia Mid/Small Blend 17.91% 44.38% 0.21%
Col SCS - Colonial Wholesale Small Companies - Core (Closed) PRU0558AU starstarstarstar Equity Australia Mid/Small Blend 11.28% 47.15% 40.61%
Col SupChoice - Cwealth Premium Small Companies (Closed) LGL0227AU starstarstarstar Equity Australia Mid/Small Blend 5.39% 35.28% 35.12%
Concise Mid Capital (Closed) CAM0001AU starstarstar Equity Australia Mid/Small Blend 7.56% 20.05% 12.91%
Glebe - Small - Capital Equities Trust (Closed) GAM0006AU starstarstar Equity Australia Mid/Small Blend 4.64% 32.28% 30.19%
Glebe Small - Capital Shares Fund (Closed) GAM0101AU starstarstar Equity Australia Mid/Small Blend 5.50% 34.60% 30.90%
IOOF (ex AM) PST - BT Wholesale Smaller Companies (Closed) AMG0189AU starstarstar Equity Australia Mid/Small Blend 11.86% 30.28% 29.38%
IOOF GSS Blended Australian Smaller Companies (Closed) ASK0490AU starstarstar Equity Australia Mid/Small Blend -2.69% 53.53% -7.88%
IOOF WIS Blended Australian Smaller Companies (Closed) ASK0482AU starstarstar Equity Australia Mid/Small Blend -1.94% 65.00% -7.75%
MLC Emp Super - Pre Select Australian Small Company (Closed) NUL0374AU starstarstar Equity Australia Mid/Small Blend 1.61% 5.84% 3.50%
MLC Navi SSAP - Challenger Smaller Companies NEF (Closed) NUL0049AU starstarstar Equity Australia Mid/Small Blend 4.50% 3.40% -3.40%
MLC Navi SSLSO - Challenger Smaller Companies (Closed) NUL0054AU starstarstarstar Equity Australia Mid/Small Blend 6.04% 3.52% -1.67%
MLC Navi SSLSO - Challenger Smaller Companies NEF (Closed) NUL0055AU starstarstarstar Equity Australia Mid/Small Blend 4.09% 3.24% -2.34%
Ophir High Conviction (Closed) OPH0002AU starstarstar Equity Australia Mid/Small Blend -13.06% 5.17% 11.78%
Optimum Corporate Super - BT Smaller Companies (Closed) RSA0357AU starstarstar Equity Australia Mid/Small Blend 1.35% 7.56% 7.52%
Optimum Corporate Super - Pengana Emerging Companies (Closed) RSA0412AU starstarstarstarstar Equity Australia Mid/Small Blend 4.61% 10.39% 12.61%
Optimum Personal Super - BT Smaller Companies (Closed) RSA0361AU starstarstar Equity Australia Mid/Small Blend 1.35% 7.56% 7.52%
Optimum Personal Super - Pengana Emerging Companies (Closed) RSA0438AU starstarstarstarstar Equity Australia Mid/Small Blend 4.61% 10.39% 12.61%
Perpetual WealthFocus Investments - Perpetual Small Companies (Closed) PER0113AU starstarstar Equity Australia Mid/Small Blend 7.04% -5.01% 20.93%
Pre Select Australian Small Companies (Closed) NUN0038AU starstarstar Equity Australia Mid/Small Blend 3.65% 10.94% 7.73%
Schroder Australian Smaller Companies (Closed) SCH0036AU starstarstarstar Equity Australia Mid/Small Blend 2.35% 16.41% 13.03%

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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.