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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Gen Lf Income iShrs Hedged International Equities Index LfBstr 2.5 ALL2573AU starstarstarstar Equity World - Currency Hedged 7.12% 10.60% 12.74%
Gen Lf Income iShrs Hedged International Equities Index LfBstr 5.0 ALL6057AU starstarstar Equity World - Currency Hedged 6.48% 7.98% 10.07%
Gen Lf Income iShrs Wholesale Australian Equities Index LfBstr 2.5 ALL8217AU starstarstar Equity Australia Large Blend 6.55% 11.78% 9.61%
Gen Lf Income iShrs Wholesale International Equities Index LfBstr 2.5 ALL8540AU starstarstarstarstar Equity World Large Blend 5.71% 15.78% 16.51%
Gen Lf Income iShrs Wholesale International Equities Index LfBstr 5.0 ALL1933AU starstarstar Equity World Large Blend 5.08% 13.04% 13.75%
Gen Lf Income Vgrd Balanced Portfolio LfBstr 2.5 ALL2054AU starstarstar Multisector Balanced 3.33% 6.09% 5.23%
Gen Lf Income Vgrd Growth Portfolio LfBstr 2.5 ALL2599AU starstarstarstar Multisector Growth 4.56% 9.04% 8.02%
Generation Barrow Hanley Global Share ALL0012AU starstarstarstar Equity World Large Value 2.13% 11.63% 11.51%
Generation Dimensional Gb Bond Sustainability Trust ALL4846AU starstarstar Bonds - Global 0.92% 1.46% 1.60%
Generation Dimensional World 30/70 ALL4096AU starstarstarstar Multisector Moderate 2.42% 5.27% 4.64%
Generation Dimensional World 50/50 ALL1871AU starstarstarstar Multisector Balanced 3.56% 7.41% 6.44%
Generation Dimensional World 70/30 ALL0030AU starstarstarstarstar Multisector Growth 4.97% 9.71% 8.52%
Generation Dimensional World Equities ALL8615AU starstarstarstarstar Multisector Aggressive 6.72% 13.34% 11.28%
Generation Dmnsnl Sustainability World Allocation 70/30 ALL7937AU starstarstarstarstar Multisector Growth 4.75% 10.16% 9.15%
Generation Generation Global Share ALL3911AU starstarstar Equity World Large Blend 0.62% 7.75% 13.31%
Generation Hyperion Global Growth Companies ALL4510AU starstarstarstarstar Equity World Large Growth 0.91% 30.76% 25.33%
Generation iShares Hedged International Equities Index ALL0020AU starstarstarstarstar Equity World - Currency Hedged 6.31% 11.31% 12.93%
Generation iShares S&P/ASX20 ETF ALL0002AU starstarstar Equity Australia Large Blend 5.57% 9.62% 9.88%
Generation iShares Wholesale Australian Bond Index ALL0025AU starstarstar Bonds - Australia 0.54% 2.28% 1.85%
Generation iShares Wholesale Australian Equities Index ALL0019AU starstarstarstarstar Equity Australia Large Blend 5.73% 11.58% 9.81%
Generation iShares Wholesale Australian Listed Property Index ALL0026AU starstarstar Equity Australia Real Estate 7.63% 10.59% 10.95%
Generation iShares Wholesale International Equities Index ALL0033AU starstarstarstarstar Equity World Large Blend 5.05% 15.71% 15.91%
Generation Life MLC Active Balanced Portfolio ALL0022AU starstarstar Multisector Growth 2.84% 6.64% 6.70%
Generation Life MLC Active Conservative Portfolio ALL6780AU starstarstarstar Multisector Moderate 1.84% 4.39% 4.56%
Generation Life MLC Active High Growth Portfolio ALL5569AU starstarstar Multisector Aggressive 3.51% 8.17% 8.78%

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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.