Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
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| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 4.36 | 7.33 | 37.03 | 79.8 | 11.04 | 13.19 | 13.97 | 7.62 |
| Growth return | 4.36 | 7.33 | 37.03 | 74.55 | 6.85 | 9.01 | 9.12 | 3.4 |
| Income return | 0 | 0 | 0 | 5.25 | 4.19 | 4.18 | 4.85 | 4.22 |
|
Market index (S&P/ASX 200 TR AUD)
|
||||||||
| Total return | 2.44 | 4.26 | 18.54 | 37.47 | 8.46 | 9.65 | 10.25 | 7.95 |
| Type | Description |
| OnePath Wholesale Geared Australian Shares Index Trust B (Wholesale) | |
| OnePath Funds Management Limited | |
| MMF0990AU | |
| Equity Australia Large Geared | |
 (as at 31 Mar 2021) |
|
| Investment Fund | |
| 20 Jul 2006 | |
| $0.2 million (as at 28 Feb 2021) | |
| $0.623 (as at 9 Apr 2021) | |
| $0.6225 (as at 9 Apr 2021) |
| Type | Description |
| Indirect Cost Ratio (ICR) - Estimated | 1.55% (as at 30 Jun 2020) (Estimated) |
| Minimum initial investment | $50,000 |
| Minimum additional investments | |
| Minimum redemption amount |
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.
Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.
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Underperform the industry standard benchmarks
| Returns Since Inception | |
|---|---|
| InvestSMART International Equities | 11.49% |
| Intelligent Investor Equity Growth | 10.81% |
| Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund) | 10.08% |
| Intelligent Investor Equity Income | 9.20% |
| InvestSMART High Growth | 8.54% |
| InvestSMART Growth | 7.51% |
| InvestSMART Balanced | 6.02% |
| InvestSMART Hybrid Income | 4.52% |
| InvestSMART Conservative | 4.38% |
| InvestSMART Property and Infrastructure | 4.09% |
| InvestSMART Interest Income | 2.15% |
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