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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
1851 Emerging Companies PIM5565AU starstarstar Equity Australia Mid/Small Blend 5.15% 35.11% 3.48%
Affluence Small Company Ordinary AFX0240AU starstarstarstarstar Equity Australia Mid/Small Value 6.69% 13.19% 6.34%
AIA SAP - Colonial Wholesale Small Companies Core PRU0517AU starstarstarstar Equity Australia Mid/Small Blend 4.72% 14.39% 1.44%
AIA SPS - Colonial Wholesale Small Companies Core PRU0463AU starstarstarstarstar Equity Australia Mid/Small Blend 4.35% 12.54% 1.30%
Aliwa Alpha ALP1778AU starstarstarstarstar Equity Australia Mid/Small Blend -0.27% -10.75% -14.50%
Anacacia Wattle Fund ACI0632AU starstarstarstarstar Equity Australia Mid/Small Blend 1.25% 8.78% 5.61%
ANZ OneAnswer - Investment Portfolio - Ausbil Australian Emerging Leaders EF ANZ0818AU starstarstar Equity Australia Mid/Small Growth 4.09% 11.02% -2.21%
ANZ OneAnswer - Investment Portfolio - Ausbil Australian Emerging Leaders NE ANZ0819AU starstarstar Equity Australia Mid/Small Growth 5.46% 22.87% 1.85%
ANZ OneAnswer - Investment Portfolio - Pendal Smlr Companies NE ANZ0629AU starstarstar Equity Australia Mid/Small Blend 3.61% 30.54% 4.24%
ANZ OneAnswer - Investment Portfolio - Perpetual Ethical SRI - DEF MMF1121AU starstarstar Equity Australia Mid/Small Value -0.48% 20.92% 5.03%
ANZ OneAnswer - Investment Portfolio - Perpetual Ethical SRI EF/Sel MMF1058AU starstarstar Equity Australia Mid/Small Value -0.85% 5.89% 0.50%
ANZ OneAnswer - Term Allocated Pension - Ausbil Australian Emerging Leaders EF ANZ0926AU starstarstarstarstar Equity Australia Mid/Small Growth 10.88% 19.21% 4.90%
ANZ OneAnswer - Term Allocated Pension - Ausbil Australian Emerging Leaders NE ANZ0904AU starstarstar Equity Australia Mid/Small Growth 10.80% 18.86% 4.08%
ANZ OneAnswer - Term Allocated Pension - Pendal Smlr Companies NE ANZ0669AU starstarstar Equity Australia Mid/Small Blend 3.84% 32.44% 5.35%
ANZ Smart Choice Super - Pendal Smlr Comp MMF2143AU starstarstar Equity Australia Mid/Small Blend 8.35% 23.38% 5.31%
Armytage Micro Capital Activist ETL3064AU starstarstarstarstar Equity Australia Mid/Small Blend -0.35% 7.90% 2.31%
Ausbil Australian Emerging Leaders AAP0104AU starstarstarstar Equity Australia Mid/Small Growth 5.87% 24.77% 3.28%
Australian Ethical Australian Shares Sup AUG0100AU starstarstar Equity Australia Mid/Small Blend 3.47% 25.91% 2.41%
Australian Ethical Australian Shares Wholesale AUG0018AU starstarstarstar Equity Australia Mid/Small Blend 3.28% 29.20% 2.35%
Australian Ethical Emerging Companies AUG0026AU starstarstar Equity Australia Mid/Small Blend 1.39% 25.99% -3.27%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstar Equity Australia Mid/Small Blend 1.51% 26.71% -2.84%
Australian Small and Mid - Capital Fund BEG4601AU starstarstar Equity Australia Mid/Small Blend 4.18% 36.03% 2.02%
Bennelong Emerging Companies Fund BFL3779AU starstarstar Equity Australia Mid/Small Blend 10.18% 43.54% 5.83%
Bennelong ex-20 Australian Equities BFL0004AU starstarstar Equity Australia Mid/Small Growth 0.93% 24.25% -6.09%
Bennelong Wholesale Plus ex-20 Australian Equities BTA0480AU starstarstar Equity Australia Mid/Small Growth 1.01% 24.71% -5.55%

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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.