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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Bennelong Wholesale Plus ex-20 Australian Equities BTA0480AU starstarstar Equity Australia Mid/Small Growth 1.01% 24.71% -5.55%
Fidelity Wholesale Plus Australian Equities BTA0481AU starstarstar Equity Australia Large Blend 3.82% 22.21% 5.20%
Fidelity Wholesale Plus Global Equities BTA0551AU starstarstarstar Equity World Large Growth 0.57% 22.79% 8.76%
Kapstream Wholesale Plus Absolute Return Income BTA0539AU starstarstar Unconstrained Fixed Income 1.95% 7.27% 3.64%
Macquarie Wholesale Plus Income Opportunities BTA0544AU starstarstar Diversified Credit 1.46% 9.05% 2.42%
Pendal Wholesale Plus Australian Share BTA0476AU starstarstarstar Equity Australia Large Blend 1.91% 25.17% 8.14%
Pendal Wholesale Plus Fixed Interest BTA0547AU starstarstar Bonds - Australia -0.23% 7.39% -0.51%
Pendal Wholesale Plus Global Emerging Markets Opportunities BTA0550AU starstarstarstar Equity Emerging Markets 5.68% 19.17% 4.97%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstarstar Equity Australia Real Estate 4.93% 48.79% 8.08%
Perpetual Wholesale Plus Australian Share starstarstar -0.14% 19.34% 6.17%
Perpetual Wholesale Plus Diversified Income BTA0556AU starstarstarstar Diversified Credit 1.82% 8.44% 4.72%
PIMCO Wholesale Plus Diversified Fixed Interest BTA0499AU starstarstar Bonds - Global / Australia -0.25% 8.40% -1.01%
PIMCO Wholesale Plus Global Bond BTA0498AU starstarstarstarstar Bonds - Global -0.17% 8.84% -1.60%
RARE Infrastructure Wholesale Plus Value Hedged BTA0543AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 4.73% 20.14% 5.89%
RARE Infrastructure Wholesale Plus Value Unhedged BTA0546AU starstarstarstarstar Equity Global Infrastructure 4.53% 17.91% 9.67%
Schroder Wholesale Plus Australian Equity BTA0483AU starstarstar Equity Australia Large Blend 1.14% 19.12% 8.24%
Schroder Wholesale Plus Fixed income BTA0545AU starstarstarstar Bonds - Australia -0.30% 8.68% -0.56%
T. Rowe Price Wholesale Plus Global Equity BTA0538AU starstarstarstar Equity World Large Growth 3.19% 28.01% 3.65%
UBS Wholesale Plus Australian Bond BTA0478AU starstarstarstar Bonds - Australia -0.34% 8.78% -0.16%
Walter Scott Wholesale Plus Global Equity BTA0542AU starstarstar Equity World Large Growth 0.68% 20.21% 7.83%
Aberdeen Wholesale Plus Actively Hedged International Equities (Closed) BTA0479AU starstarstarstar Equity World Large Growth 7.72% -8.24% 7.68%
BT App Deposit Fund - Deposit Fund (Closed) RFA0601AU starstarstar Australian Cash 1.01% 3.81% 3.58%
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities (Closed) BTA0192AU starstarstar Equity World Large Growth 8.13% 22.30% 8.20%
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE (Closed) BTA0212AU starstarstar Equity World Large Growth 8.03% 21.94% 7.80%
BT Lifetime Flexible Pension - BlackRock Balanced (Closed) BTA0194AU starstarstar Multisector Growth 10.18% 8.30% 8.27%

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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.