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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
La Trobe Classic Notice Account LTC0001AU starstarstarstar Mortgages Aggressive 1.29% 5.26% 3.81%
La Trobe Financial 12 Month Term Account LTC0002AU starstarstarstarstar Mortgages Aggressive 1.70% 6.90% 5.73%
Trilogy Monthly Income Trust TGY0003AU starstarstarstar Mortgages Aggressive 2.73% 8.36% 7.16%
Howard Professional Mortg Pls Trust CNA (Closed) NFS0186AU starstarstar Mortgages Aggressive -0.39% -0.80% -5.25%
Shakespeare Haney Premium Income 12Mth Qtly (Closed) SHK0002AU starstarstar Mortgages Aggressive 1.94% 8.66% 8.72%
Wellington Premium Income Fund (Closed) MFS0001AU starstarstar Mortgages Aggressive 2.14% 8.84% 8.84%

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.