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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Dimensional World Allocation 70/30 Trust DFA0029AU starstarstarstar Multisector Growth 2.68% 10.51% 11.18%
Fiducian Growth Fund FPS0004AU starstarstar Multisector Growth -1.05% 4.77% 9.19%
First Guardian Growth Strategies FCL0691AU starstarstarstarstar Multisector Growth 6.30% 10.82% 8.94%
FirstChoice Wholesale Pension - Colonial TTR Enhanced Index Balanced FSF8102AU starstarstarstar Multisector Growth 1.83% 8.76% 10.26%
FirstChoice Wholesale Pension - Colonial TTR Enhanced Index Growth FSF9298AU starstarstarstarstar Multisector Growth 1.88% 9.54% 11.18%
FirstChoice Wholesale Pension - Colonial TTR Index Balanced FSF4780AU starstarstar Multisector Growth 1.71% 8.09% 9.16%
FirstChoice Wholesale Pension - Colonial TTR Index Growth FSF4202AU starstarstar Multisector Growth 1.79% 8.74% 10.01%
Foundation Assertive WPC0007AU starstarstarstar Multisector Growth 1.38% 8.64% 10.19%
Futurity Diversified Active Growth 2 DA6 FIG3945AU starstarstarstar Multisector Growth 1.91% 7.13% 7.63%
Futurity Diversified Active Responsible Invm DA9 FIG5844AU starstarstarstarstar Multisector Growth 1.82% 6.84% 8.60%
Futurity Diversified Indexed Growth DP3 FIG5289AU starstarstar Multisector Growth 1.21% 6.32% 7.64%
Futurity Managed & Blended Growth Portfolio FM2 FIG9646AU starstarstar Multisector Growth 1.41% 6.23% 6.56%
Gen Lf Income Vgrd Growth Portfolio LfBstr 2.5 ALL2599AU starstarstar Multisector Growth 0.96% 5.87% 7.52%
Generation Dimensional World 70/30 ALL0030AU starstarstarstarstar Multisector Growth 2.06% 8.04% 8.49%
Generation Dmnsnl Sustainability World Allocation 70/30 ALL7937AU starstarstarstarstar Multisector Growth 1.99% 7.99% 9.29%
Generation Life MLC Active Balanced Portfolio ALL0022AU starstarstar Multisector Growth 0.39% 3.74% 6.52%
Generation Life Tax Effective Growth ALL0014AU starstarstar Multisector Growth 2.10% 5.50% 7.13%
Generation Morningstar Growth Model ALL8970AU starstarstarstar Multisector Growth 1.31% 7.56% 7.45%
Generation Perpetual Balanced Growth ALL0010AU starstarstar Multisector Growth -0.02% 4.06% 3.96%
Generation Vanguard Growth Portfolio ALL0035AU starstarstarstar Multisector Growth 1.27% 6.96% 8.33%
GESB My Super Super starstarstarstar Multisector Growth 1.89% 8.86% 9.91%
HESTA Balanced Growth Pension starstarstarstar Multisector Growth 0.54% 8.71% 10.26%
HESTA Balanced Growth Super starstarstarstar Multisector Growth 0.42% 7.21% 8.89%
HESTA Balanced Growth TTR starstarstarstar Multisector Growth 0.42% 7.21% 8.89%
HESTA Indexed Balanced Growth Pension starstarstarstar Multisector Growth 0.18% 9.20% 11.64%

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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.