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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Term Allocated Pension - Perpetual Ethical SRI PER0340AU starstarstarstar Equity Australia Mid/Small Value -0.21% 24.09% 7.83%
Realindex Australian Small Companies Value FSF1016AU starstarstar Equity Australia Mid/Small Value 5.54% 36.10% 5.94%
Realindex Australian Small Companies Value - Class A FSF0978AU starstarstarstar Equity Australia Mid/Small Value 5.62% 36.50% 6.16%
Regal Emerging Companies III RGL2432AU starstarstar Equity Australia Mid/Small Value 8.04% 24.95% -5.41%
Regal Emerging Companies III 2019 - 11 Ser RGL9873AU starstarstarstar Equity Australia Mid/Small Value 8.03% 24.87% -5.39%
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%
IOOF GPS Perpetual Australian ex-50 (Closed) ASK0144AU starstarstar Equity Australia Mid/Small Value -3.36% 71.90% -2.64%
IOOF GSS Hunter Hall Australian Value (Closed) ASK0211AU starstarstarstarstar Equity Australia Mid/Small Value -4.86% 71.47% 1.00%
IOOF GSS Investors Mutual Australian ex-50 (Closed) ASK0212AU starstarstarstar Equity Australia Mid/Small Value -0.41% 33.51% -3.74%
IOOF GSS Perpetual Australian ex-50 (Closed) ASK0193AU starstarstar Equity Australia Mid/Small Value -3.15% 59.54% -4.28%
IOOF OCS Hunter Hall Australian Value (Closed) ASK0409AU starstarstarstar Equity Australia Mid/Small Value -5.15% 68.05% 0.11%
IOOF OCS Investors Mutual Australian ex-50 (Closed) ASK0410AU starstarstar Equity Australia Mid/Small Value 0.13% 28.61% -5.59%
IOOF OIS Hunter Hall Australian Value (Closed) ASK0239AU starstarstar Equity Australia Mid/Small Value -5.08% 77.04% 0.06%

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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.