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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Foundation Balanced WPC0008AU starstarstarstarstar Multisector Balanced 1.64% 16.11% 5.18%
Foundation Conservative WPC0010AU starstarstarstar Multisector Moderate 1.33% 10.06% 3.57%
Franklin Global Growth A FRT0009AU starstarstar Equity World Large Growth 1.10% 19.42% 0.53%
Franklin Global Growth M FRT0010AU starstarstar Equity World Large Growth 1.14% 19.59% 0.67%
Franklin Global Responsible Investment A SSB5738AU starstarstarstarstar 1.47% 28.89% 12.23%
Franklin Global Responsible Investment M starstarstarstarstar 1.53% 29.19% 12.50%
Franklin Global Systematic Equity A SSB0126AU starstarstarstarstar Equity World Large Blend 2.34% 31.67% 14.07%
Franklin Templeton Global Aggregate Bond A FRT0025AU starstarstar Bonds - Global 0.26% 7.82% -1.70%
FSSA Asian Growth Fund FSF1773AU starstarstarstar Equity Asia Pacific w/o Japan 4.43% 17.58% 2.33%
FSSA Global Emerging Markets Focus Fund FSF8443AU starstarstar Equity Emerging Markets 5.39% 18.28% 5.91%
Fulcrum Diversified Absolute Return Fund ETL0424AU starstarstarstar Alternative - Macro Trading -0.41% 8.24% 2.40%
Funeral Plan Bond Fund - Moderate LIF9834AU starstarstarstarstar Multisector Moderate 0.88% 8.47% 2.15%
Futurity Diversified Active Balanced DA2 FIG2941AU starstarstarstar Multisector Balanced 1.55% 9.64% 2.42%
Futurity Diversified Active Conservative DA1 FIG0995AU starstarstar Multisector Moderate 1.32% 7.57% 1.82%
Futurity Diversified Active Growth DA3 FIG2625AU starstarstar Multisector Growth 2.04% 13.03% 2.94%
Futurity Diversified Indexed High Growth DP4 FIG0317AU starstarstar Multisector Aggressive 1.17% 17.99% 4.63%
Futurity Managed & Blended Balanced Portfolio FM1 FIG3094AU starstarstar Multisector Balanced 0.88% 8.54% 1.92%
Futurity Managed & Blnd Responsible Invm Portfolio FM3 FIG6900AU starstarstar Equity Australia Large Blend 0.85% 18.81% 4.10%
Futurity Sectoral Active Australian Fixed Income SA2 FIG0474AU starstarstar Bonds - Australia -0.46% 4.78% -0.99%
Futurity Sectoral Indexed Australian Equities SP2 FIG2673AU starstarstar Equity Australia Large Blend 1.39% 17.98% 5.04%
Futurity Sectoral Indexed Australian Fixed Income SP1 FIG6024AU starstarstar -0.48% 4.48% -1.25%
Futurity Sectoral Indexed International Equities SP3 FIG2984AU starstarstarstar Equity World - Currency Hedged 1.47% 23.17% 3.96%
Futurity Sectoral Indexed Responsible Invm SP6 FIG1838AU starstarstar Equity World Large Blend 1.24% 22.87% 7.32%
Ganes Focused Value GCM0001AU starstarstarstar Equity Australia Mid/Small Value -7.86% 18.76% 3.48%
Generation Barrow Hanley Global Share ALL0012AU starstarstarstarstar Equity World Large Value 3.15% 13.41% 8.24%

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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.