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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Charter Hall Maxim Property Securities COL0001AU starstarstarstar Equity Australia Real Estate -4.75% 22.24% 3.38%
Realm High Income - Wholesale OMF0009AU starstarstarstarstar Diversified Credit 2.11% 11.19% 5.64%
Realm High Income Fund Adviser Class OMF0018AU starstarstarstarstar Diversified Credit 2.09% 11.15% 5.62%
Realm High Income mFund Units OMF1394AU starstarstarstarstar Diversified Credit 2.10% 11.17% 5.63%
Realm Short-term Income mFunds OMF8160AU starstarstarstar Diversified Credit 1.55% 7.21% 3.88%
Realm Short-term Income Ordinary OMF3725AU starstarstarstar Diversified Credit 1.56% 7.27% 3.94%
Realm Strategic Income Enduring OMF5868AU starstarstarstarstar 2.46% 10.66% 8.07%
Blue Sky Alliance Real Return Units (Closed) COL0019AU starstarstar Alternative - Other 1.48% 0.78% 4.91%
DirectMoney Personal Loan (Closed) OMF0022AU starstarstarstarstar Non Investment Grade Debt 1.66% 7.33% 7.72%

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.