InvestSMART

Managed Funds

Try our compare your fund tool.

OR


Search Results

Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Betashares Australian Cash Plus ETF Not Rated Australian Short Term Fixed Interest 1.11% 4.78% n/a
Centuria Bass Credit BSS8714AU Not Rated Mortgages Aggressive 2.25% 9.47% 9.15%
Centuria Pendal Short-term Income Securities OVS5415AU Not Rated Australian Short Term Fixed Interest 0.62% 2.84% 2.51%
CVS Lane First Mortgage CVS0681AU Not Rated Mortgages 1.97% 8.54% 7.98%
CVS Lane Property Finance CVS7241AU Not Rated Mortgages 2.46% 9.62% 9.45%
Dimensional Short-term Fixed Interest DFA0100AU star Australian Short Term Fixed Interest 1.10% 4.62% 3.85%
Econ Income Series 3 EFM6043AU Not Rated Mortgages 1.90% 7.78% n/a
EQT Mortgage Income ETL0100AU Not Rated Mortgages 1.25% 4.76% 3.97%
EQT Mortgage Income Retail ETL8310AU Not Rated Mortgages 0.01% 0.05% 0.21%
EQT Wholesale Mortgage Income ETL0122AU Not Rated Mortgages 1.31% 5.09% 4.25%
Fiducian Capital Safe FPS0001AU starstar Australian Short Term Fixed Interest 0.97% 4.24% 3.88%
Generation Equities Wholesale Mortgage ALL0029AU Not Rated Mortgages 0.71% 2.80% 2.15%
Global X USD High Yield Bond ( Currency Hedged ) ETF Not Rated Non Investment Grade Debt 3.89% 9.15% n/a
HMC Private Crdt CRE Pooled Invm Cash Pl PYF2371AU Not Rated Mortgages 1.13% 4.75% 4.73%
HMC Private Crdt CRE Pooled Invm Core PYF5389AU Not Rated Mortgages 2.30% 9.48% 8.80%
HMC Private Crdt CRE Pooled Invm Opportunities PYF1696AU Not Rated Mortgages 2.57% 11.11% 10.99%
ICG Global Loan Australia A PIM7648AU starstarstarstarstar Non Investment Grade Debt 1.21% 7.10% 8.47%
ICG Global Loan Australia B PIM9552AU starstarstarstar Non Investment Grade Debt 1.21% 7.11% 8.44%
ICG Global Loan Australia C PIM8592AU starstarstarstar Non Investment Grade Debt 1.22% 7.11% 8.41%
ICG Global Total Credit Australia B PIM5391AU Not Rated Non Investment Grade Debt 1.35% n/a n/a
ICG Global Total Credit Australia Fund PIM8813AU Not Rated Non Investment Grade Debt 1.54% 7.56% 7.04%
Insight High Income Fund ETL2332AU Not Rated Non Investment Grade Debt 2.47% 3.46% n/a
Invesco Wholesale Senior Secured Income CNA0805AU starstarstar Non Investment Grade Debt 1.71% 5.30% 6.86%
iShares Enhanced Cash ETF starstar Australian Short Term Fixed Interest 1.05% 4.63% 4.09%
iShares Global High Yield Bond AUDH ETF starstar Non Investment Grade Debt 2.71% 8.70% 8.08%

26 - 50 of 138 results

Page 2 of 6

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.