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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
AQR Wholesale Managed Futures 7P PER6348AU starstarstar Alternative - Systematic Trend -4.41% -7.28% 13.25%
AQR Wholesale Managed Futures 8P PER9072AU starstarstar Alternative - Systematic Trend -4.31% -7.12% 12.68%
CT Pyrford Global Absolute Return PER0728AU starstarstarstarstar Multisector Flexible 0.56% 11.13% 6.84%
FirstMac High Livez PER0561AU starstarstarstarstar Diversified Credit 1.84% 7.89% 5.22%
Firstmac High Livez Wholesale PER0697AU starstarstarstarstar Diversified Credit 1.92% 8.36% 5.55%
JPMorgan Global Research Enhanced Index Equities A (Hedged) PER0715AU starstarstarstarstar Equity World - Currency Hedged 1.98% 32.16% 7.46%
JPMorgan Global Strategic Bond Fund PER0727AU starstarstar Unconstrained Fixed Income 1.03% 8.86% 1.62%
MCP Credit Trust PER7572AU starstarstarstarstar Alternative - Private Debt 2.10% 9.85% 12.84%
MCP Real Estate Debt PER7697AU starstarstarstar Alternative - Private Debt 2.68% 10.35% 9.66%
MCP Secured Private Debt II PER7240AU starstarstar Alternative - Private Debt 2.22% 8.49% 7.89%
Metrics Credit Diversified Australian Sr Ln starstarstarstar Alternative - Private Debt 1.95% 8.66% 7.45%
PineBridge Global Dynamic Asset Allocation I PER0731AU starstarstar Multisector Flexible -0.49% 13.52% 0.54%
Ankura Capital Australian Equity Trust (Closed) PER0139AU starstarstar Equity Australia Large Blend 1.62% -10.12% 5.28%
Blue Quay High Income (Closed) PER0702AU starstarstarstarstar Unconstrained Fixed Income 0.71% 5.29% 7.03%
JPMorgan Emerging Markets Opportunities (Closed) PER0713AU starstarstarstar Equity Emerging Markets 6.34% 20.32% 16.32%
JPMorgan Global Bond Fund (Closed) PER0750AU starstarstar Bonds - Global 4.28% 9.47% 3.35%
JPMorgan Global Equity Income Fund (Closed) PER0720AU starstarstarstar Equity World Large Value 4.99% 23.91% 14.84%
JPMorgan Global Income Fund (Closed) PER0718AU starstarstarstarstar Multisector Moderate 2.10% 9.63% 6.20%
JPMorgan Global Research Enhanced Index Equities Fund (Closed) PER0719AU starstarstarstarstar Equity World Large Blend 1.99% -2.30% 9.87%
Morphic Global Opportunities (Closed) PER0673AU starstarstar Equity World Large Blend 3.12% 34.32% 14.12%
Regal Long Short Australian Equity AMR0006AU starstarstar Equity Australia Large Blend 9.70% 27.64% 11.56%

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.