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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Selector High Conviction Equity A SEL0461AU starstarstar Equity Australia Large Growth -0.58% 35.61% 2.82%
SGA Global Growth Fund PIM3026AU starstarstar Equity World Large Growth 1.20% 20.08% 3.92%
SGH Australian Small Companies CSA0131AU starstarstar Equity Australia Mid/Small Blend 7.35% 21.72% -0.13%
SGH Emerging Companies ETL0118AU starstarstar Equity Australia Mid/Small Growth -3.57% 3.75% -10.86%
SGH Enhanced Income Trust ETL6695AU starstarstarstar Unconstrained Fixed Income 1.65% 7.76% 5.00%
SGH ex-20 Australian Equities A CRS0003AU starstarstar Equity Australia Mid/Small Blend 5.06% 19.67% 1.36%
SGH ex-20 Australian Equities P EQI5000AU starstarstar Equity Australia Mid/Small Blend 5.19% 20.31% 2.00%
SGH High Conviction Fund ETL0042AU starstarstarstarstar Equity Australia Large Growth 3.25% 26.45% 7.65%
SGH High Conviction Fund Prof Investor ETL0373AU starstarstarstar Equity Australia Large Growth 3.16% 26.00% 7.25%
SGH ICE Professional Investor ETL0374AU starstarstar Equity Australia Mid/Small Growth 0.08% 30.95% -0.69%
SGH LaSalle Concentrated Global Property ETL0394AU starstarstarstarstar Equity Global Real Estate 1.16% 29.92% 4.66%
SGH LaSalle Global Listed Property Securities ETL0005AU starstarstarstar 2.30% 29.52% 0.98%
Skerryvore Global Em Markets All - Capital Equities BFL3229AU starstarstarstar Equity Emerging Markets 1.15% 13.75% 7.30%
Smallco Broadcap ASC0003AU starstarstarstarstar Equity Australia Large Growth 5.30% 38.99% 8.24%
Smallco Investment ASC0001AU starstarstarstar Equity Australia Mid/Small Blend 5.95% 39.28% 5.44%
Smarter Money Assisted Investor Class CRE0014AU starstarstarstar Australian Short Term Fixed Interest 1.57% 6.39% 3.64%
Smarter Money Institutional Investor CRE0015AU starstarstarstarstar Australian Short Term Fixed Interest 1.59% 6.43% 3.78%
Smarter Money Long/Short Credit SLT2562AU starstarstarstarstar Unconstrained Fixed Income 2.45% 11.44% 5.52%
Smarter Money Long/Short Credit Institutional SLT3458AU starstarstarstarstar Unconstrained Fixed Income 2.50% 11.68% 5.73%
smartMonday Balanced Growth Active starstarstarstar Multisector Growth n/a n/a n/a
smartMonday Growth Active starstarstarstar Multisector Aggressive n/a n/a n/a
smartMonday High Growth Active starstarstarstar Multisector Aggressive n/a n/a n/a
smartMonday Moderate Active starstarstarstarstar Multisector Moderate n/a n/a n/a
Solaris Australian Equity Income WHT2589AU starstarstar Australia Equity Income 2.80% 25.36% 8.30%
Solaris Australian Equity Long Short Fund WHT3859AU starstarstar Equity Australia Large Blend 0.85% 26.02% 10.26%

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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.