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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
MLC Wholesale Australian Share Fund MLC0262AU starstarstarstar 3.45% 24.28% 7.54%
MLC Wholesale Australian Share Index Fund MLC0893AU starstarstar 2.09% 24.07% 7.63%
MLC Wholesale Diversified Debt Fund MLC0839AU starstarstar 0.72% 8.65% -0.92%
MLC Wholesale Global Share Fund MLC0261AU starstarstarstar 4.08% 28.04% 9.97%
MLC Wholesale Horizon 1 - Bond MLC0669AU starstarstarstarstar 1.68% 7.98% 3.04%
MLC Wholesale Horizon 2 - Income MLC0670AU starstarstarstar 1.73% 11.41% 3.60%
MLC Wholesale Horizon 3 - Conservative Growth MLC0398AU starstarstarstar 2.37% 14.94% 4.38%
MLC Wholesale Horizon 4 - Balanced MLC0260AU starstarstar Multisector Growth 2.96% 18.67% 4.96%
MLC Wholesale Horizon 5 - Growth MLC0265AU starstarstar 3.45% 21.70% 6.06%
MLC Wholesale Horizon 7 - Accelerated Growth MLC0449AU starstarstarstarstar 4.14% 32.58% 8.23%
MLC Wholesale IncomeBuilder MLC0264AU starstarstar -0.11% 23.26% 9.21%
MLC Wholesale Index Plus Conservative Growth MLC7849AU starstarstarstar 2.34% 17.41% 4.74%
MLC Wholesale Index Plus Growth MLC9748AU starstarstarstar 3.53% 25.24% 6.87%
MLC Wholesale Infln Pls - Conservative MLC0921AU starstarstarstar 2.23% 11.62% 5.14%
MLC Wholesale Property Securities Fund MLC0263AU starstarstarstar 4.80% 49.82% 7.94%
Montgomery Small Companies FHT3726AU starstarstar Equity Australia Mid/Small Blend 0.99% 23.28% -1.76%
Morningstar Australian Bonds B INT0021AU starstarstarstarstar Bonds - Australia -0.39% 6.73% -0.51%
Morningstar Australian Bonds Z INT0001AU starstarstarstar Bonds - Australia -0.37% 6.88% -0.35%
Morningstar Australian Shares A INT0022AU starstarstar Equity Australia Large Blend 2.48% 27.30% 6.45%
Morningstar Balanced Real Return B INT0029AU starstarstarstar Multisector Balanced 1.19% 14.36% 5.99%
Morningstar Balanced Real Return Fund A INT0028AU starstarstarstar Multisector Balanced 1.18% 14.31% 5.93%
Morningstar Global Listed Infrast Hedged A INT9521AU starstarstarstar Equity Global Infrastructure - Currency Hedged 5.91% 27.77% 6.04%
Morningstar Global Opportunities Class Z INT2524AU starstarstar Equity World Large Blend 3.25% 24.89% 15.67%
Morningstar Growth Real Return B INT0039AU starstarstarstarstar Multisector Growth 1.56% 17.89% 7.78%
Morningstar Growth Real Return Fund - Cl A INT0038AU starstarstarstarstar Multisector Growth 1.55% 17.83% 7.72%

2276 - 2300 of 9274 results

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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.