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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Forager International Shares FHT0032AU starstarstar Equity World Mid/Small 10.58% 26.59% 0.12%
Ganes Focused Value GCM0001AU starstarstarstarstar Equity Australia Mid/Small Value 4.36% 26.50% 9.03%
Maven Smaller Companies FHT3495AU starstarstar Equity Australia Mid/Small Blend 1.78% 10.60% 2.11%
Polen Capital Global Growth A FHT8597AU starstarstar Equity World Large Growth 4.50% 14.91% 3.07%
Polen Capital Global Growth B FHT1389AU starstarstar Equity World Large Growth 4.58% 15.29% 3.55%
The Montgomery Fund FHT0030AU starstarstar Equity Australia Large Growth 2.72% 10.57% 2.98%
Forager Australian Shares (Closed) starstarstarstar Equity Australia Mid/Small Value -2.35% 14.36% 12.10%
Harvest Lane Asset Management Absolute Pls (Closed) FHT6993AU starstarstarstar Alternative - Other 2.03% 12.30% 9.27%

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.