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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
MLC Super & Rollover Bond - MIF Capital Stable NFS0028AU starstarstar Multisector Moderate -1.31% 3.24% 4.61%
MLC Wholesale Australian Share Fund MLC0262AU starstarstar -5.50% 1.56% 5.90%
MLC Wholesale Australian Share Index Fund MLC0893AU starstarstar -2.11% 11.27% 9.03%
MLC Wholesale Diversified Debt Fund MLC0839AU starstarstar -0.63% 3.12% 3.49%
MLC Wholesale Global Share Fund MLC0261AU starstarstar -8.60% 2.57% 12.64%
MLC Wholesale Horizon 1 - Bond MLC0669AU starstarstarstarstar 0.36% 4.43% 5.74%
MLC Wholesale Horizon 2 - Income MLC0670AU starstarstar -1.28% 4.39% 5.85%
MLC Wholesale Horizon 3 - Conservative Growth MLC0398AU starstarstar -2.22% 4.93% 6.91%
MLC Wholesale Horizon 4 - Balanced MLC0260AU starstarstar Multisector Growth -3.44% 4.84% 7.88%
MLC Wholesale IncomeBuilder MLC0264AU starstarstarstar 0.06% 10.69% 9.67%
MLC Wholesale Infln Pls - Conservative MLC0921AU starstarstar -1.57% 5.80% 6.52%
MLC Wholesale Property Securities Fund MLC0263AU starstarstarstarstar -16.24% -0.83% 8.82%
Monash Investors Small Companies Class A MON0001AU starstarstar Equity Australia Mid/Small Blend -15.65% 5.91% 4.97%
Montaka Global Long Only Equities ETF starstarstar Equity World Large Growth -19.89% -9.34% 14.05%
Morningstar Australian Bonds B INT0021AU starstarstar Bonds - Australia -0.38% 1.20% 1.88%
Morningstar Australian Bonds Z INT0001AU starstarstarstar Bonds - Australia -0.36% 1.27% 2.00%
Morningstar Australian Shares A INT0022AU starstarstar Equity Australia Large Blend -0.71% 10.69% 11.12%
Morningstar Australian Shares B INT0023AU starstarstar Equity Australia Large Blend -0.66% 10.91% 11.22%
Morningstar Balanced Real Return A INT0028AU starstarstarstar Multisector Balanced -0.63% 7.52% 7.95%
Morningstar Balanced Real Return B INT0029AU starstarstarstar Multisector Balanced -0.61% 7.57% 8.01%
Morningstar Global Listed Infrast Hedged A INT9521AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 11.34% 18.64% 14.01%
Morningstar Global Opportunities Class A INT9819AU starstarstarstarstar Equity World Large Value 0.29% 18.15% 19.34%
Morningstar Global Opportunities Class Z INT2524AU starstarstarstarstar Equity World Large Value 0.32% 18.33% 19.52%
Morningstar Growth Real Return A INT0038AU starstarstarstar Multisector Growth -0.91% 9.57% 9.95%
Morningstar Growth Real Return B INT0039AU starstarstarstar Multisector Growth -0.89% 9.62% 10.01%

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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.