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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Investors Mutual Equity Income IML0005AU starstarstar Australia Equity Income 0.21% 6.05% 7.07%
Investors Mutual Small Capital IML0006AU starstarstar Equity Australia Mid/Small Value -0.03% 12.91% 16.89%
Investors Mutual Wholesale Australian Smaller Companies IML0001AU starstarstarstar Equity Australia Mid/Small Value -0.92% 14.96% 18.27%
IOOF Balanced Growth IOF0232AU starstarstarstarstar Multisector Growth 0.63% 7.56% 10.20%
IOOF DA - Capital Guaranteed NEF IOF0712AU starstarstar Reserve Backed n/a n/a n/a
IOOF DA - Cash Management IOF0025AU starstarstarstarstar Australian Cash 0.72% 3.35% 3.73%
IOOF Income Trust PIM0003AU starstarstarstar Unconstrained Fixed Income 1.11% 4.93% 5.97%
IOOF WB Australian Shares Core - Fidelity IOF0246AU starstarstar Equity Australia Large Blend 0.20% 5.15% 5.19%
IOOF WB Australian Shares Fund IOF0017AU starstarstarstar Equity Australia Large Blend -0.97% 3.78% 6.24%
IOOF WB Australian Shares Index - Vanguard IOF0248AU starstarstarstar Equity Australia Large Blend 0.10% 5.47% 7.02%
IOOF WB Australian Shares MultiMix IOF0133AU starstarstar Equity Australia Large Blend -1.33% -0.18% 4.97%
IOOF WB Balanced Fund IOF0010AU starstarstar Multisector Growth -1.28% 3.47% 5.54%
IOOF WB Balanced Growth - IOOF MultiMix IOF0239AU starstarstarstar Multisector Growth 0.23% 3.86% 5.97%
IOOF WB Capital Guaranteed Fund IOF0311AU starstarstar Reserve Backed n/a n/a n/a
IOOF WB Conservative - IOOF MultiMix IOF0237AU starstarstarstar Multisector Moderate 0.33% 3.65% 3.95%
IOOF WB Fixed Interest Fund IOF0008AU starstarstarstar Bonds - Australia -0.44% 1.52% 1.95%
IOOF WB Global Shares High Alpha IOF0131AU starstarstarstar Equity World Large Growth 3.16% 17.81% 14.89%
IOOF WB Growth - IOOF MultiMix IOF0240AU starstarstar Multisector Aggressive 0.12% 3.88% 6.77%
IOOF WB High Conviction Shares IOF0129AU starstarstarstarstar Equity Australia Large Growth -0.25% 6.02% 8.89%
IOOF WB High Growth IOF0134AU starstarstar Multisector Aggressive -1.36% 4.12% 6.59%
IOOF WB Income - Henderson IOF0242AU starstarstarstarstar Bonds - Australia 0.45% 3.44% 3.31%
IOOF WB International Shares - MultiMix IOF0135AU starstarstar Equity World Large Blend -1.56% 2.53% 10.69%
IOOF WB International Shares Index - Vanguard IOF0252AU starstarstarstar Equity World Large Blend -2.90% 4.32% 13.90%
IOOF WB Moderate - IOOF MultiMix IOF0238AU starstarstarstarstar Multisector Balanced 0.33% 4.09% 5.08%
ipac Diversified Investment Strategy 1 IPA0123AU starstarstar Multisector Moderate 0.13% 5.84% 6.35%

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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.