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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Resolution Capital Real Assets WHT0014AU starstarstarstarstar Equity Australia Real Estate 5.31% 47.92% 8.67%
Resolution Capital Real Assets B WHT7398AU starstarstarstarstar Equity Australia Real Estate 5.28% 47.68% 8.82%
Solaris Australian Equity Income WHT2589AU starstarstar Australia Equity Income 2.80% 25.36% 8.30%
Solaris Australian Equity Long Short Fund WHT3859AU starstarstar Equity Australia Large Blend 0.85% 26.02% 10.26%
Solaris Core Australian Equity Inst WHT0009AU starstarstarstar Equity Australia Large Blend 3.15% 27.52% 9.38%
Solaris Core Australian Equity PA SOL0001AU starstarstarstar Equity Australia Large Blend 2.89% 26.49% 9.08%
Solaris Core Australian Equity Retail WHT0012AU starstarstar Equity Australia Large Blend 2.93% 26.33% 8.34%
Spheria Australian Microcap WHT0066AU starstarstarstarstar Equity Australia Mid/Small Blend 8.67% 29.03% 7.93%
Spheria Australian Smaller Companies WHT0008AU starstarstar Equity Australia Mid/Small Blend 4.07% 33.87% 1.71%
Spheria Global Opportunities WHT6704AU starstarstarstar Equity World Mid/Small -2.65% 22.07% 2.41%
Spheria Opportunities WHT0025AU starstarstar Equity Australia Mid/Small Blend 2.91% 41.19% 4.70%
IOOF/Perennial Flexi - Australian Property Securities (Closed) IOF0014AU starstarstar Equity Australia Real Estate 10.77% 24.27% 19.64%
Perennial International Equities Trust (Closed) IOF0213AU starstarstar Equity World Large Blend 9.76% 21.37% 22.30%
Pinnacle Asian Equity Trust (Closed) IOF0112AU starstarstar Equity Emerging Markets 2.84% -6.14% 9.60%
Plato Australian Shares Core (Closed) WHT0068AU starstarstarstar Equity Australia Large Blend -6.58% -3.82% 5.55%
Solaris Core Australian Equity PFO (Closed) WHT0017AU starstarstar Equity Australia Large Blend -1.56% 0.50% 6.40%
Solaris High Alpha Australian Equities Inst (Closed) WHT0010AU starstarstarstar Equity Australia Large Blend -21.23% -11.24% 2.65%
Solaris High Alpha Australian Equities Retail (Closed) WHT0016AU starstarstarstar Equity Australia Large Blend -21.41% -12.04% 1.69%

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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.