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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
10Invest Vanguard Australian Shares Index Fund LIF4909AU starstarstarstar Equity Australia Large Blend -1.96% 6.58% 6.66%
10Invest Vanguard Balanced Index LIF3239AU starstarstar Multisector Balanced 0.55% 6.50% 3.47%
10Invest Vanguard Conservative Index LIF4263AU starstarstar Multisector Moderate 0.61% 5.08% 2.11%
10Invest Vanguard Growth Index LIF7241AU starstarstarstarstar Multisector Growth 0.53% 7.94% 5.20%
10Invest Vanguard International Shares Index Fund LIF9015AU starstarstarstar Equity World Large Blend 3.69% 15.22% 11.42%
180 Queen Street Mall Property Trust INVEST038 Not Rated n/a n/a n/a
1851 Emerging Companies PIM5565AU starstarstarstarstar Equity Australia Mid/Small Blend 0.89% 14.41% 6.92%
188 ECT Capital Stable NNL Series 1 May 2021 Not Rated Miscellaneous -0.59% 2.13% -0.57%
188 Universal Accnt 188 Crp Bond Trust High Yield Not Rated Non Investment Grade Debt 1.13% 3.42% 3.81%
188 Universal Accnt RAM Dvrs Fixed Income Not Rated Unconstrained Fixed Income 0.92% 4.49% 3.47%
188 Universal Account 188 Em Companies Trust Not Rated Equity Australia Mid/Small Blend -1.95% 14.80% -5.17%
333 Exhibition Street Property Ordinary PLL2183AU Not Rated Unlisted and Direct Property 0.00% -5.26% -4.03%
442 Capital Emerging Companies Fund FFT0505AU Not Rated Equity Australia Mid/Small Blend -2.89% 21.05% n/a
4D Global Infrastructure AUD Hedged BFL3306AU Not Rated Equity Global Infrastructure - Currency Hedged -2.83% 6.07% n/a
4D Global Infrastructure Fund (Unhedged) BFL0019AU starstar Equity Global Infrastructure 1.44% 7.82% 8.17%
5AM Capital Global Equity A GCL3663AU Not Rated Equity World Large Growth 12.66% 18.78% n/a
60 Margaret Street Sydney Equities Trust Ord AM05305AU Not Rated Unlisted and Direct Property 0.00% 1.34% n/a
AAM Agri Access PIM1522AU Not Rated Miscellaneous 0.90% 5.89% n/a
AAM Diversified Agriculture AAL7312AU Not Rated Miscellaneous 0.59% 6.55% 2.00%
AAM Diversified Agriculture Oprting Trust AAL9042AU Not Rated Miscellaneous 7.45% 41.87% -6.31%
AAM Diversified Agriculture Rl Asset Trust AAL7743AU Not Rated Miscellaneous 0.17% 4.77% 3.16%
AB Concentrated Australian Equities Fund ACM0005AU starstarstar Equity Australia Large Value 1.24% 9.67% 9.10%
AB Dynamic Global Fixed Income ACM0001AU starstar Unconstrained Fixed Income 1.47% 6.02% 3.16%
AB Global Equities ACM0009AU starstar Equity World Large Blend 6.24% 18.46% 12.60%
AB Global Strategic Core Equities Fund ACM3679AU Not Rated Equity World Large Blend 6.73% n/a n/a

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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.