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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Nikko AM Global Share SUN0031AU starstarstarstarstar Equity World Large Growth 3.82% 34.07% 8.22%
Tyndall Australian Share Income TYN0038AU starstarstar Australia Equity Income -0.50% 14.85% 6.77%
Yarra Australian Bond Fund TYN0104AU starstarstarstar Bonds - Australia -0.28% 7.97% -0.35%
Yarra Conservative Fund SUN0023AU starstarstarstar Multisector Moderate 1.40% 7.76% 4.83%
Yarra Growth Fund SUN0021AU starstarstarstar Multisector Growth 2.28% 24.12% 5.86%
Nikko AM Australian Share Value (Closed) TYN0010AU starstarstarstar Equity Australia Large Value -10.87% -2.96% 7.52%
Nikko AM Australian Shares Multi-manager (Closed) SUN0030AU starstarstarstar Equity Australia Large Blend 4.78% -6.71% 5.49%
Nikko AM Conservative EF (Closed) SUN0022AU starstarstar Multisector Moderate 4.61% 8.57% 4.90%
Nikko AM Growth EF (Closed) SUN0020AU starstarstarstar Multisector Growth 5.55% 6.89% 9.30%
Nikko AM Imputation EF (Closed) SUN0098AU starstarstar Equity Australia Large Blend 5.23% -3.24% 5.43%
Nikko AM Imputation NEF (Closed) SUN0138AU starstarstar Equity Australia Large Blend 5.26% -3.24% 5.42%
Nikko AM International Bond (Closed) TYN0107AU starstarstar Bonds - Global -0.09% -0.14% 2.35%
Nikko AM New Asia (Closed) TGP0006AU starstarstar Equity Asia Pacific w/o Japan 11.55% -15.60% 1.85%
SIM Australian Equities Trust (Closed) starstarstarstar Equity Australia Large Blend 7.42% 20.91% 3.64%
SIM Australian Fixed Interest Trust (Closed) SUN0029AU starstarstar Bonds - Australia 2.42% 6.07% 6.55%
SIM Property Securities Trust (Closed) SUN0041AU starstarstarstarstar Equity Australia Real Estate 4.58% 7.21% 17.62%
SIM Wholesale Australian Equities (Closed) SUN0114AU starstarstarstar Equity Australia Large Blend 0.13% 5.05% 13.49%
SIM Wholesale Australian Fixed Interest (Closed) SUN0112AU starstarstar Bonds - Australia 0.89% 6.92% 5.86%
SIM Wholesale Balanced (Closed) SUN0147AU starstarstarstar Multisector Balanced 0.97% 8.17% 11.69%
SIM Wholesale Conservative (Closed) SUN0111AU starstarstarstar Multisector Moderate 0.89% 7.13% 9.08%
SIM Wholesale Growth (Closed) SUN0113AU starstarstar Multisector Growth 1.33% 9.25% 14.76%
SIM Wholesale Imputation (Closed) SUN0118AU starstarstarstar Equity Australia Large Blend 2.03% 8.50% 16.08%
SIM Wholesale International Equities (Closed) SUN0115AU starstarstarstar Equity World Large Blend 5.72% 18.99% 20.74%
SIM Wholesale Property Securities (Closed) SUN0116AU starstarstarstar Equity Australia Real Estate -0.59% 10.74% 20.93%
Tyndall Australian Core Share (Closed) TYN0037AU starstarstar Equity Australia Large Value -0.80% -4.51% 7.03%

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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.