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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
10Invest Vanguard Australian Shares Index Fund LIF4909AU starstarstarstar Equity Australia Large Blend 0.22% 5.93% 7.56%
10Invest Vanguard Balanced Index LIF3239AU starstarstar Multisector Balanced -0.20% 5.17% 6.14%
10Invest Vanguard Conservative Index LIF4263AU starstarstar Multisector Moderate -0.14% 4.12% 4.50%
10Invest Vanguard Growth Index LIF7241AU starstarstarstar Multisector Growth -0.17% 5.93% 7.89%
10Invest Vanguard International Shares Index Fund LIF9015AU starstarstarstar Equity World Large Blend -2.62% 4.76% 13.98%
AUI Wholesale Cash Fund AUS0004AU starstarstarstarstar Australian Cash 0.95% 3.98% 4.16%
Aus Unity Healthcare Property Wholesale AUS0112AU starstarstarstar Unlisted and Direct Property 0.04% -0.53% -2.63%
Australian Unity - Balanced Growth Bond AUS0313AU starstarstarstar Multisector Balanced -3.46% -0.96% 4.42%
Funeral Plan Bond Fund - Moderate LIF9834AU starstarstarstar Multisector Moderate 0.10% 3.88% 4.64%
IOOF DA - Capital Guaranteed NEF IOF0712AU starstarstar Reserve Backed n/a n/a n/a
IOOF DA - Cash Management IOF0025AU starstarstarstarstar Australian Cash 0.72% 3.35% 3.73%
IOOF WB Australian Shares Core - Fidelity IOF0246AU starstarstar Equity Australia Large Blend 0.20% 5.15% 5.19%
IOOF WB Australian Shares Fund IOF0017AU starstarstarstar Equity Australia Large Blend -0.97% 3.78% 6.24%
IOOF WB Australian Shares Index - Vanguard IOF0248AU starstarstarstar Equity Australia Large Blend 0.10% 5.47% 7.02%
IOOF WB Australian Shares MultiMix IOF0133AU starstarstar Equity Australia Large Blend -1.33% -0.18% 4.97%
IOOF WB Balanced Fund IOF0010AU starstarstar Multisector Growth -1.28% 3.47% 5.54%
IOOF WB Balanced Growth - IOOF MultiMix IOF0239AU starstarstarstar Multisector Growth 0.23% 3.86% 5.97%
IOOF WB Capital Guaranteed Fund IOF0311AU starstarstar Reserve Backed n/a n/a n/a
IOOF WB Conservative - IOOF MultiMix IOF0237AU starstarstarstar Multisector Moderate 0.33% 3.65% 3.95%
IOOF WB Fixed Interest Fund IOF0008AU starstarstarstar Bonds - Australia -0.44% 1.52% 1.95%
IOOF WB Global Shares High Alpha IOF0131AU starstarstarstar Equity World Large Growth 3.16% 17.81% 14.89%
IOOF WB Growth - IOOF MultiMix IOF0240AU starstarstar Multisector Aggressive 0.12% 3.88% 6.77%
IOOF WB High Conviction Shares IOF0129AU starstarstarstarstar Equity Australia Large Growth -0.25% 6.02% 8.89%
IOOF WB High Growth IOF0134AU starstarstar Multisector Aggressive -1.36% 4.12% 6.59%
IOOF WB Income - Henderson IOF0242AU starstarstarstarstar Bonds - Australia 0.45% 3.44% 3.31%

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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.