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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Yarra Emerging Leaders Fund JBW0010AU starstarstar Equity Australia Mid/Small Growth -6.19% 2.59% 2.96%
Yarra Emerging Leaders Fund (Direct) JBW0007AU starstarstar Equity Australia Mid/Small Growth -6.35% 1.94% 2.30%
Yarra Enhanced Income A JBW9312AU starstarstarstar Diversified Credit 1.58% 9.63% 4.65%
Yarra Enhanced Income Fund JBW0018AU starstarstarstarstar Diversified Credit 1.56% 9.59% 4.57%
Yarra Enhanced Income Fund (Direct) JBW0118AU starstarstarstar Diversified Credit 1.40% 8.89% 3.89%
Yarra ex-20 Australian Equities Fund JBW0052AU starstarstarstar Equity Australia Mid/Small Blend -4.45% 5.81% 6.43%
Yarra Global Small Companies Fund JBW0103AU starstarstarstar Equity World Mid/Small -3.06% 14.91% 7.19%
Yarra Higher Income Fund JBW4379AU starstarstarstar Diversified Credit 2.01% 9.60% 5.21%
Yarra Income Plus Fund JBW0016AU starstarstar Multisector Moderate 0.29% 7.26% 3.14%
Goldman Sachs Australian Equities NEF (Closed) JBW0115AU starstarstar Equity Australia Large Blend -13.03% 3.15% 13.90%
Goldman Sachs Global Small Companies (Closed) JBW0102AU starstarstar Equity World Mid/Small -0.48% 23.27% 27.70%

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.