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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Lazard Global Equity Franchise S LAZ6803AU starstarstarstar Equity World Mid/Small 3.08% 8.56% 9.87%
Lazard Global Small Capital (W Class) LAZ0012AU starstar Equity World Mid/Small 9.85% 20.25% 3.09%
Mercer Global Small Companies SharesFund MIN0017AU starstarstar Equity World Mid/Small 10.33% 22.74% 9.03%
MFS Global New Discovery Trust I ETL1134AU starstar Equity World Mid/Small 5.82% 12.51% 4.10%
MFS Global New Discovery Trust Wholesale ETL6156AU starstar Equity World Mid/Small 5.79% 12.59% 4.07%
Microequities Global Value Microcap MIC0003AU starstar Equity World Mid/Small 16.85% 16.83% 9.22%
Munro Global Growth Small & Mid Capital A GSF0874AU Not Rated Equity World Mid/Small 18.94% 62.06% n/a
OnePath Integra - Optimix Global Small Company Shares MMF0509AU starstarstarstarstar Equity World Mid/Small -2.81% -3.47% 11.42%
OnePath OneAnswer - Frontier Investment Portfolio - Global Smlr Companies Shares MMF1544AU starstarstarstarstar Equity World Mid/Small 10.41% 27.28% 14.62%
OnePath OneAnswer - Frontier TTR OnePath GlbSmlrCompShr MMF4091AU starstarstarstar Equity World Mid/Small 9.39% 24.39% 13.13%
OnePath OneAnswer - Investment Portfolio - Global Smlr Companies Shares EF MMF0598AU starstarstarstar Equity World Mid/Small 10.04% 18.27% 10.24%
OnePath OneAnswer - Investment Portfolio - Global Smlr Companies Shares NE MMF0599AU starstarstarstar Equity World Mid/Small 10.14% 26.00% 13.48%
OnePath OneAnswer - Term Allocated Pension - Global Smlr Companies Shares EF MMF0832AU starstarstarstar Equity World Mid/Small 10.87% 24.77% 14.22%
OnePath OneAnswer - Term Allocated Pension - Global Smlr Companies Shares NE MMF0833AU starstarstar Equity World Mid/Small 10.87% 24.77% 13.73%
OnePath Wholesale Global Smlr Com Shares B LEF0173AU starstarstarstarstar Equity World Mid/Small 10.61% 28.12% 15.40%
Ophir Global High Conviction B Daily PIM9456AU Not Rated Equity World Mid/Small 14.86% 38.56% n/a
Ophir Global Opportunities A OPH2093AU starstarstarstar Equity World Mid/Small 16.54% 45.12% 8.17%
Optimix Term Allocated Pension OnePath Global Smlr Com Shares NE LEF0076AU starstarstar Equity World Mid/Small 10.86% 24.79% 13.73%
OptiMix Trust OnePath Global Smlr Com Shares EF LEF0174AU starstarstarstarstar Equity World Mid/Small 10.04% 18.27% 10.24%
OptiMix Trust OnePath Global Smlr Com Shares NE LEF0177AU starstarstarstar Equity World Mid/Small 10.14% 26.00% 13.48%
Paradice Global Small Capital Fund ETL0365AU star Equity World Mid/Small 8.58% 9.91% 3.35%
Pengana Global Small Companies PCL0022AU star Equity World Mid/Small 8.32% 9.89% 2.46%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 9.19% 77.97% 23.95%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small 9.92% 76.19% 24.14%
Pengana WHEB Sustainable Impact HHA0007AU star Equity World Mid/Small 5.73% 8.53% 1.18%

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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.