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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Plum Superannuation - Pre-mixed Moderate starstarstarstar Multisector Growth -2.99% 4.33% 6.46%
PM Capital Australian Companies PMC0101AU starstarstarstar Equity Australia Large Blend -2.59% -3.48% 3.94%
PM Capital Enhanced Yield PMC0103AU starstarstarstar Diversified Credit 1.31% 5.84% 4.60%
PM Capital Enhanced Yield B PMC4700AU starstarstarstar Diversified Credit 1.35% 6.07% 4.73%
PM Capital Global Companies PMC0100AU starstarstarstar Equity World Large Blend 9.15% 26.20% 17.55%
Polen Capital Global Growth A FHT8597AU starstarstar Equity World Large Growth 4.35% 11.75% 11.58%
Polen Capital Global Growth B FHT1389AU starstarstar Equity World Large Growth 4.44% 12.09% 12.08%
Pre Select Balanced NUN0002AU starstarstarstar Multisector Balanced 0.68% 8.88% 6.10%
Pre Select Conservative NUN0001AU starstarstarstar Multisector Moderate 1.03% 7.33% 4.95%
Pre Select Growth NUN0003AU starstarstarstar Multisector Growth 0.31% 10.42% 7.37%
Pre Select High Growth NUN0004AU starstarstar Multisector Aggressive 0.17% 11.69% 8.59%
Prime Value Diversified High Income PVA1362AU starstarstar Australian Short Term Fixed Interest -4.70% -4.67% 2.12%
Prime Value Emerging Opportunities B PVA3186AU starstarstarstarstar Equity Australia Mid/Small Blend 0.08% 11.17% 6.38%
Prime Value Emerging Opportunities Fund PVA0013AU starstarstarstarstar Equity Australia Mid/Small Blend 0.30% 9.44% 6.04%
Prime Value Equity Income PVA0002AU starstarstarstar Australia Equity Income -1.03% 8.97% 8.98%
Prime Value Equity Income B PVA0022AU starstarstarstar Australia Equity Income -0.98% 9.18% 9.19%
Prime Value Growth B PVA0011AU starstarstar Equity Australia Large Blend -0.91% 12.19% 8.43%
Prime Value SIV Enhanced Income Fund PVA0088AU starstarstar Australian Short Term Fixed Interest 1.12% 4.98% 3.01%
Pro-D Balanced AUS0066AU starstarstarstar Multisector Balanced 0.13% 8.33% 4.87%
Pro-D Growth AUS0068AU starstarstarstar Multisector Growth 0.06% 10.37% 6.97%
Pro-D High Growth AUS0064AU starstarstar Multisector Aggressive -0.04% 11.91% 8.70%
Pzena Emerging Markets Value Wholesale ETL0483AU starstarstarstarstar Equity Emerging Markets 7.11% 16.47% 14.61%
Pzena Global Focused Value P ETL6220AU starstarstar Equity World Large Value 7.34% 21.15% 12.94%
Pzena Global Focused Value Retail ETL4336AU starstarstar Equity World Large Value 7.24% 20.80% 12.53%
Pzena Global Focused Value Wholesale ETL0484AU starstarstar Equity World Large Value 7.28% 21.08% 12.79%

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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.