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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Premium Treasury PER0261AU starstarstarstar Australian Short Term Fixed Interest 0.80% 2.38% 3.24%
Prime Value Diversified High Income PVA1362AU starstarstarstarstar Australian Short Term Fixed Interest 1.14% 0.15% 4.44%
Prime Value SIV Enhanced Income Fund PVA0088AU starstarstar Australian Short Term Fixed Interest 1.94% 5.54% 2.62%
REST Cash Super starstarstarstar Australian Short Term Fixed Interest 1.05% 4.20% 2.90%
RetireInvest Pref RO Bond - Capital Safe LEF0013AU starstarstar Australian Short Term Fixed Interest n/a 4.09% 4.69%
Russell Australian Cash Enhanced Fund Class A RIM0037AU starstarstarstar Australian Short Term Fixed Interest 1.39% 6.14% 3.79%
Russell Cash Enhanced Portfolio C TRM0017AU starstarstarstarstar Australian Short Term Fixed Interest 1.40% 6.26% 3.89%
Russell Cash Portfolio Super Suite TRM0003AU starstarstar Australian Short Term Fixed Interest 0.93% 3.55% 2.34%
Sandhurst Select 90 Fund STL0002AU starstarstar Mortgages 1.15% 4.66% 3.08%
Sandhurst Strategic Income A STL0027AU starstarstar Australian Short Term Fixed Interest 1.27% 5.60% 3.36%
Sandhurst Strategic Income B STL0044AU starstarstarstar Australian Short Term Fixed Interest 1.36% 5.96% 3.71%
Smarter Money Assisted Investor Class CRE0014AU starstarstarstar Australian Short Term Fixed Interest 1.57% 6.39% 3.64%
Smarter Money Institutional Investor CRE0015AU starstarstarstarstar Australian Short Term Fixed Interest 1.59% 6.43% 3.78%
Trilogy Monthly Income Trust TGY0003AU starstarstarstar Mortgages Aggressive 2.73% 8.36% 7.16%
UBS Short-term Fixed Income Fund SBC0812AU starstarstar Australian Short Term Fixed Interest 1.18% 5.08% 3.27%
VanEck Australian Sbdntd Dbt ETF starstarstarstar Non Investment Grade Debt 1.73% 7.51% 4.51%
Western Asset Conservative Income A SSB0131AU starstarstar Australian Short Term Fixed Interest 1.27% 5.60% 3.35%
Western Asset Conservative Income X JPM0100AU starstarstarstar Australian Short Term Fixed Interest 1.33% 5.87% 3.62%

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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.