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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Greencape High Conviction HOW0035AU starstarstarstarstar Equity Australia Large Growth 3.69% 29.50% 8.72%
Kapstream Absolute Return Income HOW0052AU starstarstar Unconstrained Fixed Income 1.93% 7.16% 3.51%
Kapstream Absolute Return Income Class I HOW0165AU starstarstar Unconstrained Fixed Income 1.96% 7.28% 3.65%
Kapstream Absolute Return Income Plus A HOW5504AU starstarstarstar 2.32% 8.65% 4.61%
Kapstream Absolute Return Income Plus I HOW8743AU starstarstarstar Unconstrained Fixed Income 2.37% 8.73% 5.00%
Kapstream Absolute Return Income X HOW1327AU starstarstar Unconstrained Fixed Income 1.96% 7.26% 3.62%
MCP Australian Share Income EQI0004AU starstarstarstar Australia Equity Income -1.92% 15.51% 9.18%
Merlon Australian Equity Income (CNA) WAR0002AU starstarstarstar Australia Equity Income -1.86% 15.58% 9.26%
Merlon Australian Share Income HBC0011AU starstarstarstar Australia Equity Income -1.86% 15.65% 9.21%
Merlon Australian Share Income C HOW4411AU starstarstarstarstar Australia Equity Income -1.79% 16.17% 9.94%
Merlon Australian Share Income X HOW1607AU starstarstarstarstar Australia Equity Income -1.80% 15.88% 9.43%
Merlon Concentrated Australian Share A HOW2217AU starstarstarstar Equity Australia Mid/Small Value -2.18% 22.53% 11.58%
NovaPort Smaller Companies Class B HOW0017AU starstarstar Equity Australia Mid/Small Blend 1.22% 38.25% 6.00%
WaveStone Australian Share HOW0020AU starstarstarstar Equity Australia Large Blend 1.83% 22.99% 7.33%
WaveStone Australian Share I HOW6060AU starstarstarstar Equity Australia Large Blend 1.93% 23.47% 7.77%
WaveStone Dynamic Australian Equity HOW0053AU starstarstarstar Equity Australia Long Short 1.85% 22.09% 8.41%
CC W/S Moderate Conservative Portfolio (Closed) HOW0011AU starstarstar Multisector Balanced -44.16% -52.25% -18.20%
CC Wholesale Conservative Portfolio (Closed) HOW0009AU starstarstar Multisector Moderate -30.68% -32.81% -8.41%
Challenger Wholesale Australian Share (Closed) HBC0007AU starstarstar Equity Australia Large Blend 10.32% 24.76% 25.27%
Challenger Wholesale Global Property Securities (Closed) HOW0047AU starstarstar Equity Global Real Estate 14.26% 22.67% -12.19%
Custom Choice Wholesale Diversified Fixed Interest (Closed) HOW0007AU starstarstarstar Bonds - Global / Australia -0.86% 3.40% 4.64%
Howard Mortgage (Closed) HOW0001AU starstarstar Mortgages 0.05% 0.15% 1.73%
Howard Professional Mortg Pls Trust CNA (Closed) NFS0186AU starstarstar Mortgages Aggressive -0.39% -0.80% -5.25%
Howard Wholesale Mortgage (Closed) HOW0005AU starstarstarstarstar Mortgages -12.31% -11.93% -2.60%
Kapstream Absolute Return Income P (Closed) HOW7526AU starstarstarstarstar Unconstrained Fixed Income 1.22% 6.21% 14.44%

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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.