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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Morningstar Multi-asset Rl Return Fund - Cl B INT6454AU starstarstarstarstar 2.10% 15.30% 7.82%
Ibbotson International Shares Active Unhedged Trust (Closed) INT0048AU starstarstar Equity World Large Blend 5.27% 25.60% 23.30%
Ibbotson International Shares Actively Hedged Trust (Closed) INT0046AU starstarstar Equity World - Currency Hedged 6.94% 15.42% 17.79%
Morningstar Australian Bonds (Closed) INT0020AU starstarstarstar Bonds - Australia 2.20% 2.71% 4.75%
Morningstar Australian Property Securities (Closed) INT0054AU starstarstar Equity Australia Real Estate 5.56% 9.97% 15.07%
Morningstar Australian Shares High Alpha (Closed) INT0074AU starstarstarstar Equity Australia Large Blend 5.35% 19.66% 7.67%
Morningstar Balanced Fund - Class A (Closed) INT0026AU starstarstarstar Multisector Balanced 4.64% -0.96% 2.36%
Morningstar Cash Fund - Class A (Closed) INT0030AU starstarstarstar Australian Cash 1.07% 4.19% 2.66%
Morningstar Conservative Fund - Class A (Closed) INT0056AU starstarstar Multisector Conservative 2.78% -2.22% 0.26%
Morningstar Diversified Alternatives (Closed) INT0095AU starstarstar Alternative - Multistrategy 1.65% 4.81% 3.72%
Morningstar Global Infltn Linked Securities Hedged (Closed) INT0092AU starstarstar Bonds - Inflation - Linked 0.82% 1.70% 4.22%
Morningstar Growth Fund - Class A (Closed) INT0036AU starstarstarstar Multisector Growth 5.63% -0.06% 3.50%
Morningstar High Growth Fund - Class A (Closed) ASK1198AU starstarstar Multisector Aggressive 6.86% 0.94% 4.60%
Morningstar International Shares High Opportunities Hedged (Closed) INT0086AU starstarstar Equity World - Currency Hedged 6.61% 21.70% 8.40%
Morningstar International Shares High Opportunities Unhedged (Closed) INT0069AU starstarstarstar Equity World Large Blend -5.98% 4.45% 7.76%
Morningstar Moderate Fund - Class A (Closed) INT0032AU starstarstarstar Multisector Moderate 3.37% -1.52% 1.07%
Morningstar Multi-asset All Growth (Closed) ASK1209AU starstarstarstarstar Multisector Aggressive 4.03% 15.41% 10.33%
Morningstar Multi-asset Defensive (Closed) ASK1212AU starstarstar Bonds - Global / Australia -0.27% 3.62% 3.81%

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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.