Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
ANZ Allocated Pension - ING Wholesale Capital Stable Trust ANZ0276AU starstarstar Multisector Conservative 2.76% 6.14% 3.36%
ANZ Flexible Income Plan - Income ANZ0258AU starstarstar Multisector Conservative 2.79% 6.00% 2.28%
ANZ OneAnswer - Allocated Pension - OnePath Income EF ANZ0448AU starstarstar Multisector Conservative 2.86% 6.18% 2.35%
ANZ OneAnswer - Personal Super - OnePath Income EF ANZ0539AU starstarstar Multisector Conservative 2.56% 5.37% 2.05%
ANZ Personal Superannuation Bond - Income ANZ0248AU starstarstar Multisector Conservative 2.49% 5.08% 1.78%
ANZ Smart Choice Super - OnePath Capital Stable MMF2157AU starstarstar Multisector Conservative 2.43% 5.20% 2.69%
ANZ Super Advantage - OnePath Capital Stable ANZ0223AU starstarstarstar Multisector Conservative 2.45% 5.50% 2.86%
Bendigo Defensive Index STL0031AU starstarstarstarstar Multisector Conservative 3.37% 7.91% 4.57%
Bendigo Defensive Wholesale STL0029AU starstarstarstar Multisector Conservative 2.40% 4.49% 3.85%
BT Income Plus Retail BTA0042AU starstarstar Multisector Conservative 3.57% 5.25% 3.37%
Colonial FirstChoice Employer Super - FirstChoice Defensive FSF0366AU starstarstarstar Multisector Conservative 1.73% 3.89% 2.42%
Colonial FirstChoice Employer Super - FirstChoice Defensive Select FSF1333AU starstarstarstar Multisector Conservative 1.87% 4.38% 2.94%
Colonial FirstChoice Pension - FirstChoice Defensive FSF0321AU starstarstar Multisector Conservative 1.94% 4.39% 2.75%
Colonial FirstChoice Personal Super - FirstChoice Defensive FSF0274AU starstarstar Multisector Conservative 1.71% 3.86% 2.42%
Colonial FirstChoice Wholesale Pension - FirstChoice Wholesale Defensive FSF0531AU starstarstarstar Multisector Conservative 2.11% 5.14% 3.49%
Colonial FirstChoice Wholesale Personal Super - FirstChoice Wholesale Defensive FSF0599AU starstarstarstar Multisector Conservative 1.89% 4.52% 3.05%
Colonial Select Allocated Pension - Multi-manager Defensive PRU0495AU starstarstarstar Multisector Conservative 2.26% 5.62% 3.88%
Colonial Select Personal Superannuation - Multi-manager Defensive PRU0428AU starstarstarstar Multisector Conservative 1.97% 4.91% 3.34%
Commonwealth PensionSelect - Capital Defensive COM0134AU starstarstarstar Multisector Conservative 1.76% 10.56% 5.61%
Commonwealth SuperSelect - Capital Defensive COM0115AU starstarstar Multisector Conservative 1.54% 4.07% 2.15%
FirstChoice Wholesale Defensive FSF0487AU starstarstarstar Multisector Conservative 2.11% 5.04% 3.42%
IOOF Capital Secure Trust AUX0007AU starstarstar Multisector Conservative 1.68% 4.68% 3.50%
IOOF MultiMix Capital Stable Trust IOF0094AU starstarstarstarstar Multisector Conservative 2.65% 6.35% 4.60%
Mercer Defensive MIN0010AU starstarstar Multisector Conservative 2.34% 5.43% 3.73%
Morningstar Multi-asset Defensive Z ASK1214AU starstarstar Multisector Conservative 2.26% 5.29% 3.07%

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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.