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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Reitway Global Property Portfolio starstarstarstarstar 2.46% 18.94% -2.42%
Reitway Global Property Portfolio - Inst starstarstarstarstar 2.57% 19.47% -1.97%
Robeco Emerging Conservative Equity AUD ETL0381AU starstarstarstar Equity Emerging Markets 1.42% 17.97% 9.73%
SGH Emerging Companies ETL0118AU starstarstar Equity Australia Mid/Small Growth -3.57% 3.75% -10.86%
SGH High Conviction Fund ETL0042AU starstarstarstarstar Equity Australia Large Growth 3.25% 26.45% 7.65%
SGH High Conviction Fund Prof Investor ETL0373AU starstarstarstar Equity Australia Large Growth 3.16% 26.00% 7.25%
SGH ICE Professional Investor ETL0374AU starstarstar Equity Australia Mid/Small Growth 0.08% 30.95% -0.69%
SGH LaSalle Concentrated Global Property ETL0394AU starstarstarstarstar Equity Global Real Estate 1.16% 29.92% 4.66%
SGH LaSalle Global Listed Property Securities ETL0005AU starstarstarstar 2.30% 29.52% 0.98%
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%
Smarter Money Long/Short Credit SLT2562AU starstarstarstarstar Unconstrained Fixed Income 2.45% 11.44% 5.52%
Smarter Money Long/Short Credit Institutional SLT3458AU starstarstarstarstar Unconstrained Fixed Income 2.50% 11.68% 5.73%
SPW Global High Quality - Institutional ETL7705AU starstarstarstar Equity World Large Blend 2.97% 18.98% 13.90%
SPW Global High Quality - Retail ETL8834AU starstarstarstar 2.86% 18.49% 13.53%
T. Rowe Price Dynamic Global Bond S ETL2511AU starstarstar Unconstrained Fixed Income 1.87% 2.04% 0.43%
T. Rowe Price Global Equity I ETL0071AU starstarstarstar Equity World Large Growth 3.17% 28.02% 3.40%
T. Rowe Price Global Equity M ETL8482AU starstarstar Equity World Large Growth 3.23% 28.23% 3.56%
T. Rowe Price Global Equity Open ETL7771AU starstarstar Equity World Large Growth 3.38% 28.94% 4.22%
T. Rowe Price Global Equity S ETL7238AU starstarstar Equity World Large Growth 3.09% 27.56% 3.03%
Tribeca Alpha Plus Class A ETL0069AU starstarstarstarstar Equity Australia Large Blend 3.65% 28.53% 8.97%
Tribeca Alpha Plus Class C ETL0200AU starstarstarstarstar Equity Australia Large Blend 4.08% 29.78% 9.52%
Tribeca Australian Smaller Companies ETL0052AU starstarstarstar Equity Australia Mid/Small Growth 5.52% 30.27% 2.17%
Ventura Australian Shares RIM0021AU starstarstar Equity Australia Large Blend -6.65% 8.42% 8.46%
Ventura Conservative A VEN0029AU starstarstar Multisector Moderate 0.62% 11.47% 1.41%

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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.