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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Generation Barrow Hanley Global Share ALL0012AU starstarstar Equity World Large Value -3.72% 3.95% 5.87%
Generation Dimensional World 50/50 ALL1871AU starstarstar Multisector Balanced -0.41% 6.75% 1.26%
Generation Dimensional World 70/30 ALL0030AU starstarstar Multisector Growth -0.77% 8.78% 1.90%
Generation Dimensional World Equities ALL8615AU starstarstarstarstar Multisector Aggressive -0.89% 10.98% 4.85%
Generation iShares Hedged International Equities Index ALL0020AU starstarstarstarstar Equity World - Currency Hedged 2.33% 16.06% 5.51%
Generation iShares Wholesale Australian Bond Index ALL0025AU starstarstar Bonds - Australia -0.87% 1.75% -2.49%
Generation iShares Wholesale Australian Equities Index ALL0019AU starstarstar Equity Australia Large Blend -1.26% 9.16% 4.61%
Generation iShares Wholesale International Equities Index ALL0033AU starstarstarstarstar Equity World Large Blend 0.08% 15.46% 8.78%
Generation Life MLC Active Balanced Portfolio ALL0022AU starstarstar Multisector Growth -0.06% 7.81% 2.46%
Generation Life MLC Active Conservative Portfolio ALL6780AU starstarstar Multisector Moderate 0.17% 4.82% 1.19%
Generation Life MLC Active High Growth Portfolio ALL5569AU starstarstar Multisector Aggressive -0.49% 10.03% 3.87%
Generation Life MLC Active Moderate Portfolio ALL1421AU starstarstarstar Multisector Balanced -0.06% 6.16% 1.74%
Generation Life Tax Effective Growth ALL0014AU starstarstar Multisector Growth -0.20% 8.44% 2.43%
Generation Macquarie Treasury ALL0004AU starstarstarstarstar Australian Cash 0.73% 2.86% 1.51%
Generation Magellan Global ALL0005AU starstarstar Equity World Large Blend -0.10% 16.85% 6.20%
Generation Mason Martin Currie Rl Income ALL0018AU starstarstarstar Equity Australia Other -4.28% -0.30% 1.05%
Generation Perpetual Australian Share ALL0009AU starstarstar Equity Australia Large Value -1.43% 4.08% 3.38%
Generation Perpetual Balanced Growth ALL0010AU starstarstar Multisector Growth -1.39% 4.57% 2.50%
Generation Perpetual Conservative Growth ALL3019AU starstarstar Multisector Moderate -0.96% 3.42% 0.75%
Generation Perpetual ESG Australian Share ALL0023AU starstarstarstarstar Equity Australia Mid/Small Value -3.29% 9.51% 5.25%
Generation PIMCO Wholesale Australian Bond ALL0016AU starstarstar Bonds - Australia -0.78% 2.45% -2.31%
Generation PIMCO Wholesale Global Bond ALL0008AU starstarstar Bonds - Global 0.56% 3.34% -2.41%
Generation Schroder Absolute Return Income ALL0007AU starstarstar Diversified Credit 0.62% 3.82% 0.69%
Generation Tax Effective Australian Shares Fund ALL3779AU starstarstarstar Equity Australia Large Blend -1.69% 10.93% 5.22%
Generation Vanguard Balanced Portfolio ALL4532AU starstarstar Multisector Balanced -0.44% 6.34% 0.94%

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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.