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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Affluence Small Company Ordinary AFX0240AU starstarstarstar Equity Australia Mid/Small Value 3.55% 9.96% 9.91%
ANZ OneAnswer - Investment Portfolio - Perpetual Ethical SRI EF/Sel MMF1058AU starstarstar Equity Australia Mid/Small Value 1.95% 3.81% 2.06%
Armytage Micro Capital Activist ETL3064AU starstarstarstarstar Equity Australia Mid/Small Value -0.35% 7.90% 2.31%
Colonial FirstChoice Wholesale - RQI Australian Small Capital Value FSF1016AU starstarstarstar Equity Australia Mid/Small Value 6.70% 16.27% 13.38%
Colonial FirstChoice Wholesale Investment - RQI Australian Small Capital Value FSF0981AU starstarstar Equity Australia Mid/Small Value 6.69% 16.27% 13.35%
Cromwell Phoenix Opportunities Fund CRM0028AU starstarstarstarstar Equity Australia Mid/Small Value 7.76% 18.14% 8.91%
Generation Perpetual ESG Australian Share ALL0023AU starstarstarstarstar Equity Australia Mid/Small Value 5.94% 8.86% 9.92%
Investors Mutual Small Capital IML0006AU starstarstar Equity Australia Mid/Small Value 4.23% 9.83% 11.96%
Investors Mutual Wholesale Australian Smaller Companies IML0001AU starstarstar Equity Australia Mid/Small Value 4.64% 11.01% 13.42%
LIB - Perpetual ESG Australian Share LIF3806AU starstarstar Equity Australia Mid/Small Value 5.05% 8.02% 9.40%
Merlon Concentrated Australian Share A HOW2217AU starstarstarstar Equity Australia Mid/Small Value 4.09% 9.00% 14.32%
Merlon Concentrated Australian Share I HOW3926AU starstarstar Equity Australia Mid/Small Value 4.04% 8.86% 13.74%
Microequities Pure Microcap Value MIC5676AU starstarstarstarstar Equity Australia Mid/Small Value 8.05% 5.62% 14.80%
Microequities Takeovers and Oppos MIC1962AU starstarstarstarstar Equity Australia Mid/Small Value 8.21% 20.05% 16.68%
Microequities Value Income PIM9091AU starstarstar Equity Australia Mid/Small Value 0.47% 2.12% 8.85%
OA - Perpetual Ethical SRI MMF1579AU starstarstar Equity Australia Mid/Small Value 7.27% 13.19% 14.19%
OA Frontier TTR - Perpetual Ethical SRI MMF4704AU starstarstarstarstar Equity Australia Mid/Small Value 6.68% 11.81% 12.63%
OnePath OneAnswer - Frontier Investment Portfolio - Perpetual Ethical SRI MMF1463AU starstarstar Equity Australia Mid/Small Value 7.36% 11.78% 12.92%
OnePath OneAnswer - Frontier Personal Super - Perpetual Ethical SRI MMF1701AU starstarstarstarstar Equity Australia Mid/Small Value 6.68% 11.81% 12.63%
OnePath OneAnswer - Investment Portfolio - Perpetual Ethical SRI EF/Sel MMF1079AU starstarstar Equity Australia Mid/Small Value 1.95% 3.81% 2.06%
Perpetual ESG Australia Share PER0116AU starstarstarstar Equity Australia Mid/Small Value 7.45% 12.05% 13.38%
Perpetual ESG Australian Share ActiveETF starstarstarstar Equity Australia Mid/Small Value 7.64% 12.89% 13.78%
Perpetual WealthFocus Investment Advantage - Perpetual ESG Australian Share PER0491AU starstarstar Equity Australia Mid/Small Value 7.35% 11.75% 13.08%
Perpetual WealthFocus Pension - Perpetual Ethical SRI PER0146AU starstarstarstar Equity Australia Mid/Small Value 7.28% 12.73% 14.51%
Perpetual WealthFocus Super - Perpetual Ethical SRI PER0222AU starstarstar Equity Australia Mid/Small Value 6.74% 11.35% 12.95%

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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.