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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
OnePath OneAnswer - Investment Portfolio - Perpetual Conservative Growth EF MMF0586AU starstarstarstar Multisector Moderate 2.18% 4.97% 0.05%
OnePath OneAnswer - Term Allocated Pension - MultiSeries 30 - EF/Sel MMF0826AU starstarstar Multisector Moderate 3.42% 10.17% 2.77%
OnePath OneAnswer - Term Allocated Pension - Perpetual Conservative Growth EF MMF0844AU starstarstar Multisector Moderate 3.42% 8.50% 2.57%
Optimix Term Allocated Pension MultiSeries 30 (EF) LEF0059AU starstarstar Multisector Moderate 3.42% 10.17% 2.78%
Optimix Trusts - Conservative LEF0120AU starstarstar Multisector Moderate 2.18% 5.76% 1.22%
Optimix Wholesale - Conservative LEF0108AU starstarstarstar Multisector Moderate 3.35% 9.07% 2.91%
Optimix Wholesale - Conservative A LEF0045AU starstarstarstar Multisector Moderate 3.29% 9.56% 2.92%
Perpetual Conservative Growth PER0077AU starstarstarstar Multisector Moderate 3.16% 8.33% 2.78%
Perpetual WealthFocus Investment Advantage - Perpetual Conservative Growth PER0030AU starstarstarstar Multisector Moderate 3.18% 8.35% 2.79%
Perpetual WealthFocus Pension - Perpetual Conservative Growth PER0016AU starstarstar Multisector Moderate 3.26% 8.49% 2.98%
Perpetual WealthFocus Super - Perpetual Conservative PER0018AU starstarstar Multisector Moderate 2.90% 7.62% 2.63%
Perpetual WealthFocus Term Allocated Pension - Perpetual Conservative Growth PER0337AU starstarstar Multisector Moderate 3.26% 8.49% 2.98%
Pre Select Conservative NUN0001AU starstarstarstar Multisector Moderate 3.47% 10.78% 3.71%
REST Capital Stable Super starstarstarstar Multisector Moderate n/a n/a n/a
REST Capital Stable TTR starstarstarstar Multisector Moderate n/a n/a n/a
RetireInvest Pref RO Bond - Capital Stable LEF0602AU starstarstarstar Multisector Moderate n/a 10.25% 8.81%
RL Insurance Bond - Capital Secure CML0213AU starstarstar Multisector Moderate 1.85% 5.83% 1.52%
RL Insurance Bond Ser IV - Capital Securities CML0185AU starstarstar Multisector Moderate 1.92% 6.09% 1.78%
RL Investment Bond 4/90 - Capital Stable 2 (G) PRU0635AU starstarstar Multisector Moderate 1.87% 5.87% 1.56%
RL Investment Growth Bond - Consensus Stable LGL0026AU starstarstarstar Multisector Moderate 1.90% 6.21% 2.27%
RL Investment Growth Bond - NC - Growth CML0858AU starstarstarstarstar Multisector Moderate 2.49% 10.43% 4.68%
RL Living Money - Consensus Stable LGL0030AU starstarstar Multisector Moderate 2.84% 9.44% 3.01%
RL Living Money - Stable Fund LGL0493AU starstarstar Multisector Moderate 2.78% 9.36% 3.01%
Russell Conservative A RIM0002AU starstarstar Multisector Moderate 4.13% 11.04% 1.88%
Russell Conservative C RIM0012AU starstarstar Multisector Moderate 4.13% 11.03% 1.88%

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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.