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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Personal Portfolio Service Investment - BT Wholesale Smaller Companies (Closed) WFS0238AU starstarstar Equity Australia Mid/Small Blend 10.93% 12.48% 6.00%
BT Personal Portfolio Service Pension - BT Wholesale Smaller Companies (Closed) WFS0275AU starstarstar Equity Australia Mid/Small Blend 11.83% -7.01% 4.92%
BT Personal Portfolio Service Super - BT Wholesale Smaller Companies (Closed) WFS0281AU starstarstar Equity Australia Mid/Small Blend 13.53% -6.15% 4.33%
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%
Colonial FirstChoice Personal Super - FSI Developing Companies (Closed) FSF0438AU starstarstar Equity Australia Mid/Small Blend -3.15% 4.78% 11.02%
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%
Hayborough Opportunities Fund (Closed) TPI8215AU starstarstarstar Equity Australia Mid/Small Blend 2.98% 31.09% 10.79%
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%
Macquarie AP - Challenger Australian Small Companies (Closed) MAQ0327AU starstarstar Equity Australia Mid/Small Blend 3.53% 9.83% 8.43%
Macquarie AP - Macquarie Small Companies (Closed) MAQ0241AU starstarstarstarstar Equity Australia Mid/Small Blend 7.98% 5.90% 14.22%
Macquarie S/RO - Macquarie Small Companies (Closed) MAQ0259AU starstarstarstarstar Equity Australia Mid/Small Blend 7.69% 5.69% 13.67%
Macquarie Smaller Companies Fund Cl AUnits (Closed) AMP6265AU starstarstarstar Equity Australia Mid/Small Blend 5.35% -17.34% 5.50%
Macquarie SuperOptions - Term Allocated Pension - Challenger Australian Small Company (Closed) MAQ0368AU starstarstar Equity Australia Mid/Small Blend 3.53% 9.84% 8.43%
Macquarie SuperOptions - Term Allocated Pension - Macquarie Small Companies (Closed) MAQ0387AU starstarstarstarstar Equity Australia Mid/Small Blend 7.98% 5.90% 14.22%
MLC Emp Super - Pre Select Australian Small Company (Closed) NUL0374AU starstarstar Equity Australia Mid/Small Blend 1.61% 5.84% 3.50%
MLC MasterKey Allocated Pension - Perpetual Wholesale Small Company #2 (Closed) MLC0660AU starstarstar Equity Australia Mid/Small Blend -2.04% 2.24% 5.00%
MLC MasterKey Business Super - Perpetual Small Companies Fund No.2 (Closed) MLC0655AU starstarstar Equity Australia Mid/Small Blend 5.43% 2.80% 13.31%
MLC MasterKey Term Allocated Pension - Perpetual Smll Companies Fund No.2 (Closed) MLC0665AU starstarstar Equity Australia Mid/Small Blend 6.04% 3.34% 14.58%
MLC MKPF - Perpetual Small Companies Fund No.2 (Closed) MLC0810AU starstarstar Equity Australia Mid/Small Blend 6.04% 3.34% 14.99%
MLC MKPFPR - Perpetual Smll Companies Fund No.2 (Closed) NUL4215AU starstarstarstar Equity Australia Mid/Small Blend 5.51% 3.11% 13.64%

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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.