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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Altius Green Bond Ordinary AUS0084AU starstarstar Bonds - Australia -0.31% 7.56% -0.72%
Altius Green Bond Retail AUS9041AU starstarstar Bonds - Australia -0.34% 7.46% -0.79%
Altius Sustainable Bond Fund AUS0071AU starstarstarstar Bonds - Australia 0.38% 6.70% 1.79%
Altius Sustainable Short-term Income Ord AUS0079AU starstarstarstar Australian Short Term Fixed Interest 1.62% 6.74% 3.92%
Altius Sustainable Short-term Income Return AUS1392AU starstarstarstarstar Australian Short Term Fixed Interest 2.05% 6.64% 3.82%
AUI Balanced Growth Portfolio AUS0100AU starstarstarstar Multisector Growth 2.10% 15.25% 6.22%
AUI Wholesale Cash Fund AUS0004AU starstarstarstarstar Australian Cash 1.14% 4.45% 2.90%
Aus Unity Healthcare Property Wholesale AUS0112AU starstarstarstar Unlisted and Direct Property -1.19% -10.27% 1.54%
Platypus Australian Equities - Wholesale AUS0030AU starstarstarstar Equity Australia Large Growth 4.76% 40.09% 4.78%
Pro-D Balanced AUS0066AU starstarstar Multisector Balanced 1.41% 15.52% 3.48%
Pro-D Growth AUS0068AU starstarstarstar Multisector Growth 1.84% 20.43% 5.20%
Pro-D High Growth AUS0064AU starstarstar Multisector Aggressive 2.12% 24.10% 6.72%
AUI Conservative Growth Portfolio (Closed) AUS0023AU starstarstar Multisector Moderate 0.64% 1.92% 3.84%
AUI Discovery Core Income Fund Wholesale (Closed) AUS0031AU starstarstar Mortgages -0.22% -12.67% -9.05%
AUI Mortgage Income Trust R (Closed) AUS0020AU starstarstar Mortgages 0.00% -0.84% -2.96%
AUI Mortgage Income Trust Wholesale (Closed) AUS0116AU starstarstarstar Mortgages 0.12% -0.33% -2.47%
AUI Office Property Fund (Closed) starstarstar Unlisted and Direct Property 5.92% 17.31% 10.27%
AUI Property Securities Fund Income (Closed) GEM0112AU starstarstarstarstar Equity Australia Real Estate 0.32% -7.42% n/a
AUI Seres Asian Equity Opportunities (Closed) AUS0038AU starstarstarstar Alternative - Other n/a -16.35% 3.44%
AUI Vianova Core Plus Wholesale (Closed) AUS0033AU starstarstar Bonds - Global / Australia 3.33% 6.70% 7.25%
Australian Unity - Defined Income Trust (Closed) SBC0001AU starstarstarstar Bonds - Australia 2.94% 10.75% 5.97%
Australian Unity - Freedom Of Choice - Cash Plus (Closed) AUS0027AU starstarstarstarstar Australian Short Term Fixed Interest 1.23% 5.46% 5.16%
Australian Unity - Freedom Of Choice - Fixed Interest (Closed) AUS0026AU starstarstarstarstar Bonds - Global / Australia 1.19% 5.58% 5.53%
Australian Unity - Leaders Imputation Trust (Closed) SBC0004AU starstarstar Equity Australia Large Blend 10.41% 35.70% 26.84%
Australian Unity - Wholesale Defined Income Trust (Closed) SBC0006AU starstarstarstarstar Bonds - Australia 3.20% 11.63% 6.88%

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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.