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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Barrow Hanley Global Share A PER0733AU starstarstarstar Equity World Large Value 4.12% 18.83% 10.77%
Implemented Australian Share Portfolio PER0708AU starstarstar Equity Australia Large Blend 1.39% 25.14% 6.67%
Implemented Fixed Income Portfolio PER0710AU starstarstarstar Bonds - Global / Australia -0.16% 6.87% -0.28%
Implemented International Share Portfolio PER0711AU starstarstar Equity World Large Blend 1.39% 21.96% 6.32%
Implemented Real Estate Portfolio PER0712AU starstarstarstarstar Equity Global Real Estate 4.83% 37.23% 5.51%
Perpetual - Australian Share Fund PER0281AU starstarstar Equity Australia Large Value -0.51% 18.76% 5.73%
Perpetual Active Fixed Interest Fund PER0262AU starstarstarstarstar Bonds - Australia -0.15% 8.79% 0.12%
Perpetual Active Fixed Interest Fund A PER8045AU starstarstarstar Bonds - Australia -0.18% 8.70% 0.06%
Perpetual Australian Share PER0049AU starstarstar Equity Australia Large Value -0.51% 18.68% 5.65%
Perpetual Balanced Growth PER0063AU starstarstarstar Multisector Growth 0.18% 12.10% 5.33%
Perpetual Balanced Growth 2 PER0013AU starstarstarstar Multisector Growth 0.18% 12.09% 5.30%
Perpetual Charitable & Commuity Investor PER0392AU starstarstarstar Multisector Balanced 1.59% 17.55% 5.27%
Perpetual Charitable Endowment PER0558AU starstarstar Multisector Balanced 1.45% 20.01% 5.81%
Perpetual Concentrated Equity PER0102AU starstarstarstar Equity Australia Large Value -1.26% 18.11% 7.66%
Perpetual Conservative Growth PER0077AU starstarstarstar Multisector Moderate 0.09% 8.72% 2.81%
Perpetual Credit Income PER0263AU starstarstarstar Diversified Credit 1.98% 9.54% 5.20%
Perpetual Diversified Growth PER0114AU starstarstarstar Multisector Balanced 0.04% 10.13% 4.00%
Perpetual Diversified Income PER0260AU starstarstarstar Diversified Credit 1.80% 8.32% 4.58%
Perpetual Diversified Real Return Wholesale PER0556AU starstarstar Multisector Flexible 0.38% 5.36% 2.79%
Perpetual Diversified Real Return Z PER6115AU starstarstarstar Multisector Flexible 0.52% 5.66% 3.25%
Perpetual Dynamic Fixed Income PER0557AU starstarstar Diversified Credit 0.65% 7.49% 2.30%
Perpetual ESG Australia Share PER0116AU starstarstarstar Equity Australia Mid/Small Value -0.12% 23.24% 6.78%
Perpetual ESG Credit Income PER1744AU starstarstarstar Diversified Credit 2.18% 9.53% 5.19%
Perpetual Global Allocation Alpha PER0066AU starstarstarstarstar Equity World Large Blend 1.73% 20.08% 12.03%
Perpetual High Grade Floating Rate PER0265AU starstarstarstarstar Australian Short Term Fixed Interest 1.48% 6.46% 4.06%

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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.