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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
AB Concentrated Australian Equities Fund ACM0005AU starstarstar Equity Australia Large Value -1.10% 16.19% 9.19%
Allan Gray Australia Equity A ETL0060AU starstarstar Equity Australia Large Value 3.58% 22.70% 9.33%
Allan Gray Australia Equity B ETL0349AU starstarstar Equity Australia Large Value 3.78% 23.65% 10.18%
ANZ OneAnswer - Investment Portfolio - Perpetual Australian Shares EF ANZ0390AU starstarstar Equity Australia Large Value 5.21% 13.49% 5.36%
ANZ Smart Choice Super - Perpetual Australian Shares MMF2166AU starstarstar Equity Australia Large Value -0.57% 16.78% 5.67%
BetaShares FTSE RAFI Australia 200 ETF starstarstarstar Equity Australia Large Value 1.89% 24.13% 9.64%
Colonial FirstChoice - Airlie Australian Share FSF0461AU starstarstar Equity Australia Large Value -0.90% 20.41% 9.30%
Colonial FirstChoice - Lazard Select Australian Equity FSF0079AU starstarstar Equity Australia Large Value -2.15% 6.52% 10.93%
Colonial FirstChoice - Perpetual Australian Share FSF1243AU starstarstar Equity Australia Large Value -0.67% 18.27% 5.35%
Colonial FirstChoice - Perpetual Industrial Share FSF0458AU starstarstarstar Equity Australia Large Value 1.43% 33.36% 9.02%
Colonial FirstChoice Employer Super - Perennial Value Australian Share FSF1357AU starstarstar Equity Australia Large Value 2.28% 19.17% 7.77%
Colonial FirstChoice Investments - Airlie Australian Share FSF0239AU starstarstar Equity Australia Large Value -0.90% 20.36% 9.27%
Colonial FirstChoice Investments - Lazard Select Australian Equity FSF0418AU starstarstar Equity Australia Large Value -2.15% 6.49% 10.89%
Colonial FirstChoice Investments - Perpetual Industrial Shares FSF0235AU starstarstar Equity Australia Large Value 1.42% 33.26% 8.99%
Colonial FirstChoice Investments - Realindex Australian Share Value FSF0980AU starstarstarstar Equity Australia Large Value 2.51% 23.05% 10.23%
Colonial FirstChoice Wholesale Pension - Airlie Australian Share FSF0519AU starstarstar Equity Australia Large Value -0.59% 21.42% 10.98%
Colonial FirstChoice Wholesale Pension - Lazard Select Australian Equity FSF0523AU starstarstarstar Equity Australia Large Value -1.74% 7.64% 12.57%
Colonial FirstChoice Wholesale Pension - Perennial Value Australian Share FSF0526AU starstarstar Equity Australia Large Value 2.48% 21.18% 8.36%
Colonial FirstChoice Wholesale Pension - Perpetual Australian Share FSF1249AU starstarstarstar Equity Australia Large Value -0.32% 19.32% 6.67%
Colonial FirstChoice Wholesale Pension - Perpetual Industrial Share FSF0515AU starstarstarstar Equity Australia Large Value 1.92% 34.49% 10.32%
Colonial FirstChoice Wholesale Pension - Realindex Australian Share Value FSF0998AU starstarstarstarstar Equity Australia Large Value 3.02% 24.87% 12.38%
Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share FSF0587AU starstarstar Equity Australia Large Value -0.57% 19.00% 9.73%
Colonial FirstChoice Wholesale Personal Super - Lazard Select Australian Equity FSF0591AU starstarstarstar Equity Australia Large Value -1.63% 6.74% 11.23%
Colonial FirstChoice Wholesale Personal Super - Perennial Value Australian Share FSF0594AU starstarstar Equity Australia Large Value 2.18% 18.64% 7.33%
Colonial FirstChoice Wholesale Personal Super - Perpetual Australian Share FSF1255AU starstarstarstar Equity Australia Large Value -0.33% 17.08% 5.84%

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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.