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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Affluence Small Company Ordinary AFX0240AU starstarstarstar Equity Australia Mid/Small Value 4.42% 20.93% 12.78%
Armytage Micro Capital Activist ETL3064AU starstarstarstar Equity Australia Mid/Small Value -1.18% 30.17% 13.66%
Colonial FirstChoice Wholesale - RQI Australian Small Capital Value FSF1016AU starstarstarstar Equity Australia Mid/Small Value 1.43% 20.41% 14.19%
Colonial FirstChoice Wholesale Investment - RQI Australian Small Capital Value FSF0981AU starstarstarstar Equity Australia Mid/Small Value 1.42% 20.39% 14.18%
Cromwell Phoenix Opportunities Fund CRM0028AU starstarstarstarstar Equity Australia Mid/Small Value 14.12% 42.60% 18.83%
Investors Mutual Small Capital IML0006AU starstarstar Equity Australia Mid/Small Value -0.03% 12.91% 16.89%
Investors Mutual Wholesale Australian Smaller Companies IML0001AU starstarstarstar Equity Australia Mid/Small Value -0.92% 14.96% 18.27%
Microequities Value Income PIM9091AU starstarstarstar Equity Australia Mid/Small Value -0.58% 11.17% 10.25%
OnePath OneAnswer - Frontier Investment Portfolio - Perpetual Ethical SRI MMF1463AU starstarstar Equity Australia Mid/Small Value -2.00% 2.78% 8.15%
Perpetual ESG Australia Share PER0116AU starstarstar Equity Australia Mid/Small Value -1.96% 2.96% 8.56%
Regal Emerging Companies Opports Gen RGL8372AU starstarstar Equity Australia Mid/Small Value 10.40% 28.14% 17.22%
RQI Australian Small Capital Value A FSF0978AU starstarstarstarstar Equity Australia Mid/Small Value 1.48% 20.72% 14.48%
ANZ OneAnswer - Allocated Pension - Perpetual Ethical SRI EF/Sel (Closed) MMF1064AU starstarstar Equity Australia Mid/Small Value 0.15% 6.49% 15.72%
ANZ OneAnswer TTR - Perpetual Ethical SRI DEF (Closed) MMF5884AU starstarstar Equity Australia Mid/Small Value 0.96% 6.32% 14.34%
ANZ OneAnswer TTR - Perpetual Ethical SRI EF (Closed) MMF3366AU starstarstarstar Equity Australia Mid/Small Value 0.93% 6.36% 14.46%
Colonial FirstChoice Pension - Realindex Australian Small Companies Value (Closed) FSF0987AU starstarstar Equity Australia Mid/Small Value 1.78% -2.73% 7.78%
Colonial FirstChoice Personal Super - Realindex Australian Small Companies (Closed) FSF0993AU starstarstar Equity Australia Mid/Small Value 6.71% 9.96% 9.19%
Forager Australian Shares (Closed) starstarstarstar Equity Australia Mid/Small Value -2.35% 14.36% 12.10%
Forager Wholesale Value (Closed) WPC0003AU starstarstar Equity Australia Mid/Small Value -0.81% 2.66% 15.51%
Ganes Value Growth (Closed) WPC0004AU starstarstar Equity Australia Mid/Small Value 3.28% 12.10% 12.29%
Hunter Hall Ethical Super - Australian Equities (Closed) HHA0004AU starstarstarstarstar Equity Australia Mid/Small Value 13.06% 57.52% 3.96%
IOOF GIS Hunter Hall Australian Value (Closed) ASK0216AU starstarstar Equity Australia Mid/Small Value -4.96% 77.87% 0.50%
IOOF GIS Investors Mutual Australian ex-50 (Closed) ASK0217AU starstarstarstar Equity Australia Mid/Small Value 0.29% 40.95% -4.36%
IOOF GPS Hunter Hall Australian Value (Closed) ASK0214AU starstarstarstarstar Equity Australia Mid/Small Value -4.80% 80.79% 2.56%
IOOF GPS Investors Mutual Australian ex-50 (Closed) ASK0215AU starstarstarstar Equity Australia Mid/Small Value 0.43% 43.75% -2.44%

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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.