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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Colonial FirstChoice Wholesale TTR - Colonial TTR Enhanced Index Diversified FSF3679AU starstarstar Multisector Balanced 1.57% 15.86% 4.51%
Colonial FirstChoice Wholesale TTR - Colonial TTR Moderate FSF3255AU starstarstar Multisector Balanced 1.43% 15.74% 3.55%
Colonial FirstChoice Wholesale TTR - Enhanced Index Moderate FSF6036AU starstarstarstar Multisector Balanced 1.91% 17.87% 5.39%
Colonial Index Diversified FSF8830AU starstarstar Multisector Balanced 1.39% 16.30% 3.35%
Colonial Index Diversified - Class A FSF4877AU starstarstar Multisector Balanced 1.41% 16.43% 3.44%
Colonial Index Moderate FSF4148AU starstarstar Multisector Balanced 1.62% 18.28% 3.92%
Colonial Index Moderate - Class A FSF4900AU starstarstar Multisector Balanced 1.64% 18.41% 4.00%
Colonial Managed Investment Funds - Balanced FSF0006AU starstarstar Multisector Balanced 1.50% 16.12% 3.47%
Colonial Moderate FSF0500AU starstarstarstar Multisector Balanced 1.62% 17.94% 3.62%
CVW WF - IPS Index Base 50 Pension CVW2504AU starstarstarstar Multisector Balanced 1.26% 16.27% 5.14%
CVW WF - IPS Index Base 50 Sup starstarstarstar Multisector Balanced 1.10% 14.25% 4.48%
DDH Balanced Growth QIN0003AU starstarstarstar Multisector Balanced 1.04% 17.20% 4.72%
Dimensional World Allocation 50/50 Trust DFA0033AU starstarstar Multisector Balanced 1.23% 15.84% 3.44%
First Guardian Diversified Strategies FCL1554AU starstarstarstarstar Multisector Balanced 0.00% 5.26% 7.30%
First Sentier Balanced FSF0040AU starstarstarstar Multisector Balanced 1.51% 16.15% 3.49%
Foundation Balanced WPC0008AU starstarstarstarstar Multisector Balanced 1.64% 16.11% 5.18%
Futurity Diversified Active Balanced DA2 FIG2941AU starstarstarstar Multisector Balanced 1.55% 9.64% 2.42%
Futurity Managed & Blended Balanced Portfolio FM1 FIG3094AU starstarstar Multisector Balanced 0.88% 8.54% 1.92%
Generation Dimensional World 50/50 ALL1871AU starstarstar Multisector Balanced 0.78% 11.44% 2.01%
Generation Life MLC Active Moderate Portfolio ALL1421AU starstarstarstar Multisector Balanced 1.34% 10.27% 2.40%
Generation Vanguard Balanced Portfolio ALL4532AU starstarstar Multisector Balanced 0.70% 12.64% 1.68%
GESB Balanced Pension starstarstarstar Multisector Balanced 1.61% 16.14% 4.57%
GESB Balanced Super starstarstarstar Multisector Balanced 1.31% 14.04% 4.00%
GESB Balanced TA Pension starstarstarstar Multisector Balanced 1.57% 15.95% 4.42%
GESB Balanced TTR starstarstarstar Multisector Balanced 1.38% 14.29% 4.28%

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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.