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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
5Di MIS Australian Share A (Closed) SGY0030AU starstarstar Equity Australia Large Blend 6.08% 32.30% -5.05%
5Di MIS Income A (Closed) SGY0036AU starstarstarstarstar Multisector Conservative 0.92% 6.81% 5.72%
5Di MIS Wholesale Income (Closed) SGY0037AU starstarstarstar Multisector Conservative 0.88% 6.47% 5.52%
First Quest Allocated Pension - 5Di MIS Income Portfolio A NTP (Closed) starstarstarstarstar Multisector Conservative 0.05% n/a -32.88%
First Quest Allocated Pension - AXA Australian Income NTP (Closed) starstarstarstar Mortgages 1.95% 7.66% 6.42%
First Quest Allocated Pension - Macquarie Life Balanced NTP (Closed) starstarstarstar Multisector Growth -2.91% -24.19% -3.10%
First Quest Allocated Pension - National Australian Cash NTP (Closed) starstarstarstar Australian Cash 1.39% 5.53% 5.10%
First Quest Allocated Pension - Tasmanian Perpetual Cash Management (Closed) starstarstarstar Australian Cash 1.17% n/a 5.97%
First Quest Super - 5Di MIS Income Portfolio A (Closed) starstarstarstarstar Multisector Conservative 0.02% n/a -33.51%
First Quest Super - Aberdeen International Fixed Interest P (Closed) starstarstarstar Bonds - Global -54.50% -52.83% -20.11%
First Quest Super - AXA Wholesale Australian Income (Closed) starstarstarstar Mortgages 1.30% 6.11% 5.34%
First Quest Super - Chal (W) MTM Diversified Growth Pool (Closed) starstarstar Multisector Growth -27.50% -40.95% -11.96%
First Quest Super - Colonial Wholesale Guaranteed Mortgage (Closed) starstarstar Mortgages 1.40% 6.21% 5.35%
First Quest Super - Macquarie Life Balanced (Closed) starstarstar Multisector Growth -2.66% -23.70% -3.54%
First Quest Super - Macquarie Life Fixed Interest (Closed) starstarstar Bonds - Australia 2.82% 7.78% 4.35%
First Quest Super - National Australia Cash (Closed) starstarstarstar Australian Cash 1.39% 4.99% 4.62%
Synergy (AP) 5Di MIS Income Portfolio A NTP (Closed) starstarstarstarstar Multisector Conservative 0.03% -72.91% -33.25%
Synergy (AP) AXA Wholesale Australia Income NTP (Closed) starstarstarstar Mortgages 1.71% 7.28% 6.26%
Synergy (AP) Colonial Wholesale Guaranteed Mortgage (Closed) starstarstar Mortgages 1.67% 7.21% 6.18%
Synergy (AP) Hyperion Managed Pool NTP (Closed) starstarstarstarstar Multisector Growth 2.04% -15.14% 5.09%
Synergy (AP) Invesco Wholesale Growth Pool NTP (Closed) starstarstar Multisector Growth -8.52% -25.66% -6.13%
Synergy (AP) Invesco Wholesale Jun Protected Growth (Closed) starstarstarstar Multisector Conservative 1.11% 2.57% 4.25%
Synergy (AP) Macquarie Life Balanced NTP (Closed) starstarstarstar Multisector Growth -2.87% -22.11% -2.36%
Synergy (AP) National Australian Cash NTP (Closed) starstarstarstar Australian Cash 1.32% 5.34% 4.99%
Synergy (AP) Perpetual Trustees Term NTP (Closed) starstarstarstarstar Bonds - Australia 1.73% 7.37% 6.80%

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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.