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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
IOOF OSS Investors Mutual Australian ex-50 (Closed) ASK0340AU starstarstarstar Equity Australia Mid/Small Value -1.09% 29.86% -5.09%
IOOF WIS Hunter Hall Australian Value (Closed) ASK0206AU starstarstar Equity Australia Mid/Small Value -4.84% 78.85% 1.03%
IOOF WIS Investors Mutual Australian ex-50 (Closed) ASK0207AU starstarstarstar Equity Australia Mid/Small Value 0.41% 41.75% -3.80%
MLC MasterKey Allocated Pension - Perpetual Wholesale Ethical SRI (Closed) MLC0488AU starstarstarstar Equity Australia Mid/Small Value -6.95% -6.16% -0.01%
MLC MasterKey Business Super - Perpetual Wholesale Ethical SRI Fund (Closed) MLC0468AU starstarstarstar Equity Australia Mid/Small Value 2.71% 4.29% 18.34%
MLC MasterKey Superannuation (Gold Star) - Perpetual Wholesale Ethical SRI (Closed) MLC0542AU starstarstarstar Equity Australia Mid/Small Value -6.30% -5.80% -0.27%
MLC MasterKey Term Allocated Pension - Perpetual Wholesale Ethical SRI Fund (Closed) MLC0596AU starstarstar Equity Australia Mid/Small Value 3.04% 5.12% 20.19%
MLC MKPF - Perpetual Wholesale Ethical SRI Fund (Closed) MLC0809AU starstarstarstarstar Equity Australia Mid/Small Value 3.04% 5.12% 20.59%
MLC MKPFPR - Perpetual Wholesale Ethical SRI Fund (Closed) NUL3731AU starstarstarstarstar Equity Australia Mid/Small Value 2.79% 4.61% 18.67%
MLC MKSF - Perpetual Wholesale Ethical SRI Fund (Closed) MLC0694AU starstarstarstarstar Equity Australia Mid/Small Value 2.79% 4.61% 18.67%
MLC Navi SSAP - Investors Mutual Future Leaders (Closed) NUL0370AU starstarstarstar Equity Australia Mid/Small Value 6.03% 16.06% 9.21%
MLC Navi SSAP - Investors Mutual Future Leaders NEF (Closed) NUL0372AU starstarstarstar Equity Australia Mid/Small Value 5.91% 15.59% 8.74%
MLC Navi SSLSO - Investors Mutual Future Leaders (Closed) NUL0371AU starstarstarstar Equity Australia Mid/Small Value 6.14% 16.70% 8.87%
MLC Navi SSLSO - Investors Mutual Future Leaders NE (Closed) NUL0373AU starstarstarstar Equity Australia Mid/Small Value 6.03% 16.24% 8.44%
OnePath OneAnswer - TTR - Perpetual EthclSRI EF/Sel (Closed) MMF3048AU starstarstarstar Equity Australia Mid/Small Value 0.92% 6.28% 14.46%
OnePath OneAnswer - TTR - Perpetual Ethical SRI DEF (Closed) MMF4587AU starstarstar Equity Australia Mid/Small Value 0.92% 6.22% 14.28%
Optimum Corporate Super - Investors Mutual Future Leaders (Closed) RSA0052AU starstarstarstarstar Equity Australia Mid/Small Value 1.74% 14.04% 15.11%
Optimum Personal Super - Investors Mutual Future Ldr (Closed) RSA0175AU starstarstarstarstar Equity Australia Mid/Small Value 1.74% 14.04% 15.11%
Perpetual WealthFocus Investments - Perpetual Ethical SRI (Closed) PER0243AU starstarstarstar Equity Australia Mid/Small Value 11.77% 4.42% 20.23%
Perpetual WealthFocus Super - Investor Mutual Future Leaders (Closed) PER0212AU starstarstarstar Equity Australia Mid/Small Value -8.37% -15.36% -0.24%
Sandhurst Prof IML Future Leaders (Closed) STL0017AU starstarstarstar Equity Australia Mid/Small Value 2.33% 18.28% 15.13%

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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.