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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Term Allocated Pension - BlackRock Index Australian LPrpty (Closed) PER0384AU starstarstarstar Equity Australia Real Estate 1.02% 28.47% 11.68%
Perpetual WealthFocus Term Allocated Pension - Challenger Howard Mortg (Closed) PER0316AU starstarstar Mortgages -4.14% -3.93% 0.69%
Perpetual WealthFocus Term Allocated Pension - Property Income (Closed) PER0344AU starstarstarstar Equity Australia Real Estate 1.64% 23.48% 11.10%
Perpetual WealthFocus Term Allocated Pension - Schroder Global Emerging Market (Closed) starstarstarstar Equity Emerging Markets 6.78% 25.04% 12.08%
Perpetual WealthFocus Term Allocated Pension - Templeton Global Equity (Closed) PER0358AU starstarstar Equity World Large Value 9.08% 18.45% 24.03%
Perpetual Wholesale Global Resources B (Closed) PER0521AU starstarstar Equity Global Resources 5.27% 17.28% -0.05%
Perpetual Wholesale Monthly Income (Closed) PER0106AU starstarstarstar Mortgages -0.19% 5.17% 3.45%
Perpetual Wholesale Property Income (Closed) PER0266AU starstarstarstar Equity Australia Real Estate 2.12% 19.40% 11.96%
Perpetual Wholesale Qut Investment Alp Cor T2 (Closed) PER0115AU starstarstar Equity Australia Large Blend 5.46% 0.25% -9.10%
The Trust Company Australian Share (Closed) PTC0003AU starstarstar Equity Australia Large Value 10.67% 6.38% 9.52%
The Trust Company Fixed Interest (Closed) PIM0101AU starstarstarstarstar Bonds - Australia 2.25% 8.97% 2.32%
The Trust Company Philanthropy (Closed) PIM0023AU starstarstarstar Multisector Balanced 8.15% 13.82% 6.12%
The Trust Company Share Imputation TCA0002AU starstarstar Equity Australia Large Blend 10.54% 5.60% 9.17%

126 - 138 of 138 results

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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.