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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
CBRE Global Infrastructure Securities UBS0064AU starstarstar Equity Global Infrastructure - Currency Hedged 10.85% 20.59% 12.27%
CBRE Global Property Securities HML0016AU starstarstar Equity Global Real Estate 7.50% 10.29% 6.71%
CBRE Global Real Assets UBS9614AU starstarstarstarstar Equity Global Real Estate -0.87% 1.20% 5.59%
CC JCB Global Bond A Hedged CHN4711AU starstarstar Bonds - Global -0.22% 3.35% 2.45%
CC Sage Capital Equity Plus CHN8862AU starstarstarstar Equity Australia Large Blend 3.90% 7.69% 9.99%
CC Sage Capital Equity Plus C CHN1909AU starstarstar Equity Australia Large Blend 3.94% 7.71% 10.22%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstar Equity Emerging Markets 13.61% 45.41% 23.78%
JANA Small Caps Australian Share Trust CHN0336AU starstarstarstar Equity Australia Mid/Small Blend 3.54% 26.38% 15.50%
CC Marsico Global Fund - Institutional Class (Closed) CHN0001AU starstarstar Equity World Large Growth -11.09% -25.66% 4.56%
CC Marsico Global Fund - Retail Class (Closed) CHN0002AU starstarstar Equity World Large Growth -11.06% -25.55% 4.17%
Revolution Private Debt I (Closed) CHN7934AU starstarstarstarstar Alternative - Private Debt 2.27% 3.63% 3.71%

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.