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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Pendal Wholesale Plus Active Balanced WFS0861AU starstarstarstar Multisector Growth 1.22% 17.21% 5.28%
Pendal Wholesale Plus Active Growth WFS0862AU starstarstar Multisector Aggressive 1.53% 18.72% 6.20%
Pendal Wholesale Plus Active High Growth WFS0863AU starstarstar Multisector Aggressive 1.87% 21.27% 6.54%
Pendal Wholesale Plus Active Moderate WFS0860AU starstarstar Multisector Balanced 0.83% 14.77% 3.76%
Schroder Wholesale Plus Real Return CPI Plus 5% WFS0866AU starstarstarstar Multisector Flexible 2.05% 14.47% 4.04%
Spheria Wholesale Plus Australian Smaller Companies Fund WFS8908AU starstarstar Equity Australia Mid/Small Blend 4.15% 33.89% 2.19%
BT - Perpetual Conservative Growth (Closed) WFS0097AU starstarstar Multisector Moderate 1.01% 5.74% 4.85%
BT - Schroder Australian Share (Closed) WFS0093AU starstarstar Equity Australia Large Blend -1.10% 13.18% 12.86%
BT Classic Investment Funds - International (Closed) BTA0170AU starstarstar Equity World Large Blend 4.58% 18.68% 7.03%
BT Classic Investment Funds - International Shares (Closed) BTA0058AU starstarstar Equity World Large Blend 4.58% 18.68% 7.03%
BT Classic Lifetime - Personal Super - BT Core Global Shares NE (Closed) RFA0035AU starstarstar Equity World Large Blend 9.64% 3.30% 8.94%
BT Income Plus Retail BTA0042AU starstarstar Multisector Conservative 5.60% 7.04% -0.12%
BT Investor Choice - All Australian Growth NEF (Closed) WFS0326AU starstarstar Equity Australia Large Growth -5.00% -9.95% 5.61%
BT Japanese Share Retail (Closed) BTA0131AU starstarstar Equity Japan -5.54% -18.30% -0.05%
BT Personal Portfolio Service Investment - Aberdeen Australian Equities (Closed) WFS0305AU starstarstarstarstar Equity Australia Large Blend 5.93% 32.44% 16.17%
BT Personal Portfolio Service Investment - Aberdeen SI Australian Equities (Closed) WFS0287AU starstarstar Equity Australia Large Blend 8.15% 14.44% -1.27%
BT Personal Portfolio Service Investment - BlackRock Scientific Australian Equities (Closed) WFS0303AU starstarstarstar Equity Australia Large Blend 0.78% 27.17% 12.81%
BT Personal Portfolio Service Investment - BlackRock Scientific Diversified Growth (Closed) WFS0207AU starstarstarstarstar Multisector Growth 6.71% 3.56% 6.61%
BT Personal Portfolio Service Investment - BlackRock Scientific Diversified Stable (Closed) WFS0208AU starstarstarstarstar Multisector Moderate 3.10% 2.82% 4.78%
BT Personal Portfolio Service Investment - BlackRock Scientific International Equities (Closed) WFS0230AU starstarstarstar Equity World Large Blend 5.18% 6.43% 10.49%
BT Personal Portfolio Service Investment - BlackRock Wholesale Australian Share (Closed) WFS0266AU starstarstar Equity Australia Large Blend 11.82% 0.57% 6.93%
BT Personal Portfolio Service Investment - BlackRock Wholesale Balanced (Closed) WFS0209AU starstarstarstarstar Multisector Growth 8.00% 6.04% 7.94%
BT Personal Portfolio Service Investment - BlackRock Wholesale Global Small Capital (Closed) WFS0361AU starstarstarstar Equity World Mid/Small -11.71% -2.03% 13.85%
BT Personal Portfolio Service Investment - BT Conservative Outlook (Closed) WFS0234AU starstarstar Multisector Moderate -1.33% 6.41% 4.15%
BT Personal Portfolio Service Investment - BT Institutional - Enhanced Cash (Closed) WFS0228AU starstarstarstar Australian Short Term Fixed Interest 0.40% 1.66% 2.02%

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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.