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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Colonial FirstChoice Wholesale TTR - Colonial TTR Global Share FSF3002AU starstarstar Equity World Large Blend 0.75% 20.23% 5.74%
Colonial FirstChoice Wholesale TTR - Colonial TTR Index Global Share FSF6415AU starstarstar Equity World Large Blend 2.37% 19.81% 8.73%
Colonial FirstChoice Wholesale TTR - Epoch TTR GESY FSF6137AU starstarstar Equity World Large Value 6.08% 18.15% 10.43%
Colonial FirstChoice Wholesale TTR - Pendal TTR Monthly Income Plus FSF3113AU starstarstar Equity World Large Blend 2.29% 8.76% 2.10%
Colonial FirstChoice Wholesale TTR - Realindex TTR Global Shares Value FSF2041AU starstarstarstar Equity World Large Value 4.08% 18.80% 10.81%
Colonial Global Tech & Comm FSF0143AU starstarstarstar Equity Global Technology -3.59% 39.38% 9.09%
Colonial Managed Investment Funds - Global Tech & Comm FSF0144AU starstarstar Equity Global Technology -3.58% 39.31% 9.10%
Colonial Managed Investment Funds - Imputation FSF0013AU starstarstar Equity World Large Blend 7.72% 24.75% 7.48%
Colonial Managed Investment Funds - Stewart Investment Ww Leaders Sustainability FSF0048AU starstarstar Equity World Large Growth 3.30% 19.05% 7.05%
Colonial Wholesale Indexed Global Share CFM0405AU starstarstarstar Equity World Large Blend 2.41% 22.17% 9.62%
CVW WF - Aoris International SRI Sup CVW0015AU starstarstar Equity World Large Growth 2.58% 23.59% 5.16%
CVW WF - CLAL Index International Shares Pension CVW0031AU starstarstarstar Equity World Large Blend 2.05% 22.23% 9.87%
CVW WF - CLAL Index International Shares Sup CVW0016AU starstarstarstar Equity World Large Blend 1.98% 20.40% 9.21%
Dimensional Global Core Equity Trust DFA0004AU starstarstar Equity World Large Blend 2.70% 20.13% 9.74%
Dimensional Global Large Company Trust DFA0105AU starstarstarstar Equity World Large Blend 2.16% 22.25% 11.10%
Dimensional Global Sustainability Trust Unhedged DFA0041AU starstarstarstar Equity World Large Blend 3.57% 23.35% 9.62%
Dimensional Global Value Active ETF starstarstarstarstar Equity World Large Value 2.21% 16.41% 12.38%
Dimsnl Global Cor Equities Trust (UnH Cl) - Active ETF starstarstarstar Equity World Large Blend 3.47% 16.42% 9.05%
Epoch Global Equities Shareholder Yield Unhedged B GSF3876AU starstarstarstar Equity World Large Value 6.29% 21.04% 11.77%
Experts' Choice International Shares HLR0006AU starstarstar Equity World Large Blend 2.28% 25.42% 8.80%
Experts' Choice Property and Infrastructure HLR0022AU starstarstarstarstar Equity World Other 12.09% 26.79% 4.87%
Fidelity Global Demographics FID0023AU starstarstar Equity World Large Growth -1.30% 17.09% 4.21%
Fidelity Global Demographics ETF starstarstar Equity World Large Growth -5.76% 16.85% 4.11%
Fidelity Global Equities FID0007AU starstarstarstar Equity World Large Growth 1.08% 18.15% 7.42%
Fidelity Wholesale Plus Global Equities BTA0551AU starstarstarstar Equity World Large Growth 1.47% 18.77% 7.93%

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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.