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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Investor Choice - Balanced Growth WFS0033AU starstarstar Multisector Growth 4.47% 8.80% 4.60%
BT Investor Choice - Dynamic Growth WFS0034AU starstarstarstar Multisector Growth 4.22% 8.71% 5.19%
BT Investor Choice - International Share WFS0023AU starstarstar Equity World Large Blend 6.44% 23.62% 12.88%
BT Personal Portfolio Service Investment - BT Australian Share WFS0232AU starstarstarstar Equity Australia Large Blend 11.25% -1.28% 6.55%
BT Personal Portfolio Service Investment - BT Wholesale European WFS0254AU starstarstar Equity Europe 12.82% -4.83% -0.84%
BT Personal Portfolio Service Investment - BT Wholesale Geared Imputation WFS0367AU starstarstarstar Equity Australia Large Geared 21.95% -21.61% 3.50%
BT Premium Cash BTA0173AU starstarstar Australian Cash 0.99% 4.23% 2.47%
BT Premium Cash Retail BTA0129AU starstarstar Australian Cash 0.99% 4.23% 2.47%
BT Property Securities Retail BTA0051AU starstarstarstar Equity Australia Real Estate 8.88% 26.97% 7.07%
BT Smaller Companies Retail RFA0012AU starstarstar Equity Australia Mid/Small Blend 6.68% 18.72% 5.59%
BT Technology Retail BTA0127AU starstarstarstar Equity Global Technology 10.50% 42.13% 11.40%
BT Wrap Essentials - BT Macquarie Diversified Fixed Interest WFS0379AU starstarstar Bonds - Global / Australia 3.43% 5.44% -1.53%
BT Wrap Essentials - Fidelity Australian Equities WFS0409AU starstarstar Equity Australia Large Blend 3.74% 7.27% 4.67%
Candriam Sustainable Global Equity AAP0001AU starstarstar Equity World Large Blend 8.94% 21.82% 9.88%
Capital Group Global Corporate Bond Hedged CIM0161AU starstarstarstar Bonds - Global 4.29% 6.04% -2.99%
Capital Group Global Equity (AU) WHT0044AU starstarstar Equity World Large Blend 0.32% 4.75% 8.92%
Capital Group New Perspective (AU) CIM0006AU starstarstar Equity World Large Blend 6.17% 18.65% 6.59%
Capital Group New Perspective Hedged (AU) CIM0008AU starstarstar Equity World - Currency Hedged 6.14% 15.25% 2.38%
CBRE Global Real Assets UBS9614AU starstarstarstarstar Equity Global Real Estate -3.73% 0.49% 4.20%
CC JCB Dynamic Alpha A CHN8607AU starstarstar Unconstrained Fixed Income 1.16% 4.44% 2.44%
CC JCB Global Bond A Hedged CHN4711AU starstarstar Bonds - Global 3.14% 3.17% -3.16%
CC Sage Capital Equity Plus CHN8862AU starstarstarstarstar Equity Australia Large Blend 5.98% 12.79% 10.26%
CC Sage Capital Equity Plus C CHN1909AU starstarstarstarstar Equity Australia Large Blend 6.11% 13.07% 10.68%
Centuria Australian Shares OVS0010AU starstarstarstar Equity Australia Large Blend 3.48% 10.49% 3.17%
Centuria LfGls BtShrs Australian InvGrdCrpBdETF OVS6296AU starstarstarstar Bonds - Australia 3.03% 5.16% -1.73%

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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.