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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Antares Diversified Fixed Income starstarstarstar -0.15% 8.29% 0.21%
Antares Personal High Growth Shares PPL0108AU starstarstarstar Equity Australia Large Blend 1.81% 21.97% 6.82%
Antares Prof Dividend Builder PPL0002AU starstarstar 0.12% 18.57% 8.12%
Intermede Global Equities Fund PPL0036AU starstarstar 1.04% 20.66% 4.74%
JANA High Alpha Australian Share Trust MLC3634AU starstarstar Equity Australia Large Blend 2.10% 19.88% 5.73%
JANA High Alpha Global Share Trust MLC1460AU starstarstar Equity World Large Blend 1.92% 25.80% 7.65%
JANA High Alpha Global Shares Trust with Currency Hedged MLC2457AU starstarstar Equity World - Currency Hedged 2.10% 28.22% 3.13%
JANA Moderate Trust MLC4466AU starstarstar Multisector Growth 1.97% 17.73% 4.34%
MLC MKUT/MKIS - Australian Share MLC0015AU starstarstar Equity Australia Large Blend 3.21% 23.23% 6.64%
MLC MKUT/MKIS - Global Share Fund MLC0017AU starstarstar Equity World Large Blend 3.84% 26.95% 9.02%
MLC MKUT/MKIS - Horizon 3 Conservative Growth MLC0393AU starstarstar Multisector Balanced 2.19% 14.14% 3.67%
MLC MKUT/MKIS - Horizon 6 Share MLC0394AU starstarstar Multisector Aggressive 3.46% 23.41% 6.22%
MLC MKUT/MKIS - Horizon 7 Accelerated Growth MLC0448AU starstarstarstar 3.98% 31.60% 7.48%
MLC MKUT/MKIS - IncomeBuilder MLC0097AU starstarstar Australia Equity Income -0.31% 22.35% 8.33%
MLC MKUT/MKIS - Proprety Securities Fund MLC0013AU starstarstarstar Equity Australia Real Estate 4.59% 48.50% 7.08%
MLC Real Return Assertive B MLC0668AU starstarstarstar Multisector Flexible 3.44% 15.10% 4.81%
MLC Wholesale Australian Share Fund MLC0262AU starstarstarstar 3.45% 24.28% 7.54%
MLC Wholesale Australian Share Index Fund MLC0893AU starstarstar 2.09% 24.07% 7.63%
Antares Personal Elite Opportunities Shares (Closed) PPL0116AU starstarstarstar Equity Australia Large Blend 4.88% 11.79% 8.22%
JANA Triplepoint Fund Wholesale (Closed) MLC0862AU starstarstar Alternative - Other 2.34% 6.62% 5.36%
MLC Corp Investment Policy - Balanced MT (Closed) MLC0329AU starstarstar Multisector Growth 2.68% -0.29% 7.26%
MLC Corp Investment Policy - Capital Stable MT (Closed) MLC0330AU starstarstar Multisector Moderate 1.24% 4.62% 6.15%
MLC Corp Investment Policy - Global Share MT (Closed) MLC0332AU starstarstar Equity World Large Blend -0.86% -2.65% 8.87%
MLC Corp Investment Policy - Growth MT (Closed) MLC0333AU starstarstarstar Multisector Growth 3.06% -0.64% 7.99%
MLC Corp Investment Policy - Property Securities MT (Closed) MLC0334AU starstarstar Equity Australia Real Estate 5.53% 11.43% 8.55%

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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.