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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
RetireInvest Pref RO Bond - Balanced LEF0604AU starstarstarstar Multisector Growth n/a 18.57% 14.31%
RetireInvest Pref RO Bond - Capital Stable LEF0602AU starstarstarstar Multisector Moderate n/a 10.25% 8.81%
RetireInvest Pref RO Bond - Growth LEF0021AU starstarstar Multisector Growth n/a 20.28% 14.70%
ANZ Wholesale Balanced (Closed) ANZ0210AU starstarstarstarstar Multisector Balanced 3.66% 17.48% 0.36%
OnePath Allocated Annuity - MFS Global Equity EF (Closed) MMF0296AU starstarstar Equity World Large Blend 4.42% 11.79% 9.39%
OnePath Investment Savings Bond - Money Market EF (Closed) MMF0202AU starstarstar Australian Cash 0.68% 2.72% 1.40%
OnePath Investment Savings Bond - OnePath Sustainability Investment Australian Shares EF (Closed) MMF1187AU starstarstar Equity Australia Large Blend -0.97% 9.01% 3.51%
OnePath Investment Savings Bond - Optimix Property Securities NE (Closed) MMF0949AU starstarstar Equity Australia Real Estate -3.20% 15.48% 3.50%
OnePath Life - OnePath Wholesale Super Capital Guaranteed (Closed) MMF0025AU starstarstar Reserve Backed 0.45% 1.80% 1.80%
OnePath Life DA - Capital Guaranteed (Closed) MMF0701AU starstarstarstar n/a n/a n/a
OnePath Life DA - Cash (Closed) MMF0702AU starstarstarstar Australian Cash 0.78% 3.18% 1.63%
OnePath Life DA - Cash NE (Closed) MMF0057AU starstarstar Australian Cash 0.71% 2.89% 1.41%
OnePath Life DA - International Shares (Closed) MMF0089AU starstarstar Equity World Large Blend 0.40% 12.41% 5.41%
OnePath Life DA - International Shares NE (Closed) MMF0091AU starstarstar Equity World Large Blend 0.27% 11.81% 4.84%
OnePath Pooled Super - Capital Guaranteed (Closed) MMF0068AU starstarstarstar Reserve Backed 0.39% 1.60% 1.67%
OnePath Wholesale - Capital Stable IM (Closed) MMF0426AU starstarstarstar Multisector Conservative 0.09% 1.25% 2.85%
OnePath Wholesale Annuity & Pension - Stable (Closed) MMF0424AU starstarstarstar Multisector Conservative 0.17% 1.44% 3.16%
RI Pref RO Bond - Balanced EXF (Closed) LEF0603AU starstarstarstar Multisector Growth 3.70% 11.73% 12.57%
RI Pref RO Bond - Capital Stable EXF (Closed) LEF0601AU starstarstar Multisector Moderate 2.53% 6.56% 7.25%
RI Pref RO Bond - Growth EXF (Closed) LEF0020AU starstarstarstar Multisector Growth 4.04% 12.57% 12.81%
RI Sup Serv Personal Income - Balanced (Closed) LEF0496AU starstarstarstar Multisector Growth 4.87% 12.71% 14.30%
RI Sup Serv Personal Income - Balanced EXF (Closed) LEF0495AU starstarstar Multisector Growth 4.60% 11.59% 13.17%
RI Sup Serv Personal Income - Capital Stable (Closed) LEF0494AU starstarstar Multisector Moderate 3.37% 7.21% 8.14%
RI Sup Serv Personal Income - Growth (Closed) LEF0017AU starstarstarstarstar Multisector Growth 5.09% 13.82% 15.78%
RI Sup Serv Personal Income - Growth EXF (Closed) LEF0016AU starstarstarstar Multisector Growth 4.82% 12.69% 14.63%

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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.