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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
CVW WF - IPS Index Base 50 Sup starstarstarstar Multisector Balanced 1.10% 14.25% 4.48%
CVW WF - IPS Index Base 70 Pension CVW5090AU starstarstarstar Multisector Growth 1.57% 20.60% 6.92%
CVW WF - IPS Index Base 70 Sup starstarstarstar Multisector Growth 1.40% 18.00% 6.35%
CVW WF - Schroder Equity Opportunities Pension CVW0027AU starstarstar Equity Australia Large Blend 0.71% 16.74% 8.69%
CVW WF - Schroder Equity Opportunities Sup CVW0012AU starstarstar Equity Australia Large Blend 0.66% 14.82% 7.95%
smartMonday Balanced Growth Active starstarstarstar Multisector Growth n/a n/a n/a
smartMonday Growth Active starstarstarstar Multisector Aggressive n/a n/a n/a
smartMonday High Growth Active starstarstarstar Multisector Aggressive n/a n/a n/a
smartMonday Moderate Active starstarstarstarstar Multisector Moderate n/a n/a n/a
Zurich Account-based Pension - (FIP) - Australian Property Securities ZUR0247AU starstarstar Equity Australia Real Estate 4.69% 48.78% 6.96%
Zurich Account-based Pension - (FIP) - Australian Property Securities NEF ZUR0253AU starstarstar Equity Australia Real Estate 4.52% 47.91% 6.31%
Zurich Account-based Pension - (FIP) - Cash DEF ZUR0028AU starstarstar Australian Cash 0.85% 3.46% 1.74%
Zurich Account-based Pension - (FIP) - Cash Fund ZUR0002AU starstarstar Australian Cash 0.85% 3.46% 1.74%
Zurich Account-based Pension - (FIP) - Managed Share ZUR0006AU starstarstar Multisector Aggressive 1.37% 20.99% 6.84%
Zurich Retirement Policy - Australian Fixed Interest ZUR0171AU starstarstar Bonds - Australia 0.76% 6.76% -1.80%
Zurich Retirement Policy - Australian Property Securities ZUR0173AU starstarstar Equity Australia Real Estate 4.47% 44.50% 6.73%
Zurich Retirement Policy - Cash ZUR0116AU starstarstar Australian Cash 0.84% 3.51% 1.29%
Zurich Retirement Policy - Government Securities ZUR0172AU starstarstar Bonds - Australia 0.77% 6.76% -1.81%
Zurich Retirement Policy - Managed Share ZUR0120AU starstarstar Multisector Aggressive 1.49% 19.91% 6.76%
Zurich Superannuation Plan - Australian Property Securities ZUR0259AU starstarstar Equity Australia Real Estate 4.30% 43.52% 6.25%
Zurich Superannuation Plan - Managed Share Fund ZUR0050AU starstarstar Multisector Aggressive 1.32% 19.05% 6.19%
Zurich Term Allocated Pension - Australian Property Securites ZUR0492AU starstarstar Equity Australia Real Estate 4.69% 48.78% 6.96%
Zurich Term Allocated Pension - Australian Property Securities NEF ZUR0514AU starstarstar Equity Australia Real Estate 4.52% 47.91% 6.31%
Zurich Term Allocated Pension - Cash ZUR0485AU starstarstar Australian Cash 0.85% 3.46% 1.74%
Zurich Term Allocated Pension - Managed Share ZUR0490AU starstarstar Multisector Aggressive 1.37% 20.99% 6.84%

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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.