Managed Fund Star Ratings
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- Pamela Morton
- 5 years ago
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1 Australian Cash & Fixed Interest "Outstanding Value" Aberdeen Income Focused Bond CSA0130AU 0.32% 0.05% 0.00% 2.05% 4.68% 4.88% 6.36% $20,000 UBS Cash Fund SBC0811AU 0.25% 0.00% 0.00% 1.98% 2.24% 2.67% 3.95% $20,000 FirstChoice WS Inv CFS WS Cash FSF0075AU 0.41% 0.00% 0.00% 2.17% 2.35% 2.78% 4.14% $5,000 PIMCO Australian Bond Fund Wholesale Class ETL0015AU 0.50% 0.10% 0.00% 2.65% 4.88% 5.15% 6.79% $20,000 UBS Cash Plus Fund SBC0812AU 0.30% 0.10% 0.00% 2.53% 2.74% 3.24% 4.25% $20,000 Aberdeen Australian Fixed Income Fd CRS0004AU 0.51% 0.10% 0.00% 2.06% 4.68% 4.94% 6.24% $20,000 Advance Aus Fixed Intr Mul Blend W ADV0084AU 0.55% 0.10% 0.00% 2.21% 4.47% 5.06% 5.67% $5,000 FirstChoice WS Inv CFS WS Australian Bond FSF0027AU 0.46% 0.20% 0.00% 1.55% 3.70% 4.46% 5.48% $5,000 Macquarie Australian Fixed Interest Fund MAQ0061AU 0.49% 0.16% 0.00% 2.62% 4.81% 5.66% 6.20% $20,000 Nikko AM Australian Bond Fund TYN0104AU 0.45% 0.10% 0.00% 2.39% 4.69% 5.00% 6.13% $20,000 Russell Australian Bond Fund Class A RIM0005AU 0.59% 0.00% 0.00% 2.54% 4.40% 4.92% 6.08% $10,000 Russell Australian Cash Enhanced Fund Class A RIM0037AU 0.40% 0.10% 0.00% 2.88% 2.90% 3.70% 4.58% $10,000 Managed Fund Star Ra ngs 2017 Page 1
2 Australian Cash & Fixed Interest UBS Australian Bond Fund SBC0813AU 0.45% 0.40% 0.00% 2.41% 4.49% 5.02% 6.12% $20,000 Adelaide Cash Management Trust AMF0100AU 0.50% 0.00% 0.00% 1.23% 1.61% 2.03% 3.24% $5,000 Australian Ethical Cash Trust AUG0003AU 0.45% 0.00% 0.00% 1.74% 2.07% 2.89% 3.78% $5,000 MLC Wholesale Horizon 1 Bond Por olio MLC0669AU 0.88% 0.00% 0.00% 2.98% 2.58% 3.16% 4.17% Nil Managed Fund Star Ra ngs 2017 Page 2
3 Australian Shares - Large Cap "Outstanding Value" Antares Professional Dividend Builder PPL0002AU 0.60% 0.30% 0.00% 11.25% 9.38% 14.22% 5.99% $20,000 Antares Professional Elite Opportuni es Fund PPL0115AU 0.70% 0.30% 20.00% 18.19% 8.93% 10.78% 5.97% $20,000 FirstChoice WS Inv CFS WS Index Australian Share FSF0652AU 0.40% 0.20% 0.00% 16.88% 7.07% 10.21% 4.05% $5,000 Macquarie High Convic on Fund MAQ0443AU 0.92% 0.50% 15.00% 19.30% 15.41% 14.41% 7.90% $20,000 Antares Professional High Growth Shares Fund PPL0106AU 1.05% 0.30% 20.00% 16.16% 8.87% 11.37% 6.49% $20,000 CFS FC Investors Mutual W Aus Share FSF0465AU 1.21% 0.40% 0.00% 14.08% 8.02% 12.07% 5.54% $5,000 CFS FC Perpetual W Industrial Share FSF0458AU 1.22% 0.40% 0.00% 9.30% 7.15% 13.24% 5.25% $5,000 FirstChoice WS Inv CFS WS Australian Share? Cor CFM0404AU 0.97% 0.40% 0.00% 13.75% 6.01% 9.78% 5.16% $5,000 Greencape Wholesale Broadcap Fund HOW0034AU 0.95% 0.60% 15.00% 14.10% 8.41% 12.15% 7.20% $10,000 Greencape Wholesale High Convic on Fund HOW0035AU 0.90% 0.60% 15.00% 13.53% 7.40% 10.86% 6.88% $10,000 Alphinity Wholesale Australian Share PAM0001AU 0.90% 0.40% 0.00% 14.28% 6.64% 11.40% 3.24% $10,000 Arnhem Australian Equity Fund ARO0011AU 0.85% 0.60% 15.00% 4.96% 2.78% 8.79% 3.88% $20,000 Managed Fund Star Ra ngs 2017 Page 3
4 Australian Shares - Large Cap Ausbil Australian Ac ve Equity Fund AAP0103AU 0.82% 0.60% 0.00% 18.60% 7.55% 11.26% 4.95% $20,000 CFS FC Schroder W Australian Equity FSF0462AU 1.01% 0.40% 0.00% 25.85% 5.24% 10.06% 4.89% $5,000 FirstChoice WS Inv CFS WS Imputa on FSF0003AU 0.96% 0.40% 0.00% 5.18% 4.84% 9.41% 3.88% $5,000 FirstChoice WS Inv FirstChoice WS Australian Sha FSF0485AU 1.01% 0.40% 0.00% 17.97% 6.32% 9.79% 4.07% $5,000 Lazard Select Australian Equity Fund (W Class) LAZ0013AU 1.07% 0.40% 0.00% 34.15% 9.89% 15.99% 5.64% $20,000 Morningstar Australian Shares High Alpha Fund INT0074AU 0.92% 0.40% 0.00% 16.44% 9.15% 11.77% 4.80% $20,000 Nikko AM Tyndall Australian Share W Fund TYN0028AU 0.80% 0.60% 0.00% 22.14% 8.64% 11.76% 5.24% $20,000 Perpetual WFIA Perpetual Indl Shr PER0028AU 1.95% 0.30% 0.00% 8.22% 6.39% 12.47% 4.48% $2,000 Perpetual WFI Perpetual Indl Shr PER0011AU 2.00% 0.15% 0.00% 8.31% 6.54% 12.59% 4.60% $2,000 Platypus Australian Equi es Fund Wholesale Unit AUS0030AU 0.96% 0.40% 15.38% 3.82% 8.00% 11.58% 5.11% $5,000 Russell Australian Opportuni es Fund Class A RIM0029AU 1.58% 0.70% 25.00% 16.92% 8.02% 10.86% 4.23% Nil Russell Australian Share Fund Class A RIM0006AU 0.82% 0.50% 0.00% 16.60% 6.93% 10.28% 3.97% $10,000 Sandhurst BMF Sandhurst Industrial Share Fund STL0100AU 2.05% 0.50% 0.00% 12.04% 8.93% 13.85% 5.70% $2,000 UBS Australian Share Fund SBC0817AU 0.90% 0.60% 0.00% 10.04% 4.58% 9.01% 4.67% $20,000 Vanguard High Yield Australian Shares Fund VAN0017AU 0.90% 0.25% 0.00% 15.79% 3.34% 9.95% 4.19% $5,000 Vanguard Index Australian Shares Fund VAN0010AU 0.75% 0.25% 0.00% 16.44% 6.59% 9.57% 3.45% $5,000 Managed Fund Star Ra ngs 2017 Page 4
5 Australian Shares - Large Cap Wavestone Wholesale Australian Share Fund HOW0020AU 0.97% 0.60% 15.38% 9.41% 9.25% 10.39% 4.12% $10,000 Aberdeen Australian Equi es Fund MGL0114AU 0.80% 0.50% 0.00% 15.78% 8.25% 9.41% 3.73% $20,000 BT Australian Share Retail BTA0021AU 1.54% 0.50% 0.00% 11.17% 6.16% 9.42% 3.71% $5,000 CFS FC Inv Ausbil Aus Ac ve Equity FSF0237AU 1.88% 0.40% 0.00% 17.31% 6.35% 10.01% 3.96% $1,000 CFS FC Fidelity W Australian Equi es FSF0790AU 1.97% 0.40% 0.00% 11.61% 7.91% 11.45% 1.70% $5,000 FirstChoice WS Inv CFS WS Geared Share FSF0043AU 2.31% 1.00% 0.00% 18.24% 11.31% 18.73% 1.43% $5,000 Maple Brown Abbo Australian Share Fund Retail ADV0013AU 2.05% 0.00% 0.00% 24.92% 5.88% 10.01% 3.38% $1,500 Nikko AM Tyndall Australian Share Value Fund TYN0010AU 1.35% 0.60% 0.00% 21.38% 8.01% 11.04% 4.59% $20,000 Perpetual WFIA Perpetual Aus Shr PER0029AU 1.95% 0.30% 0.00% 10.15% 3.51% 9.33% 4.45% $2,000 Westpac Australian Tax Effec ve Retail WFS0103AU 1.07% 0.50% 0.00% 9.94% 4.15% 8.27% 3.30% $5,000 BT Imputa on Shares Retail RFA0019AU 1.62% 0.40% 0.00% 10.67% 4.90% 8.00% 2.72% $5,000 Ironbark Karara Australian Share Fund PAT0001AU 0.92% 0.50% 0.00% 19.05% 4.57% 9.59% 3.34% $20,000 Prime Value Growth Fund PVA0001AU 1.23% 0.76% 20.50% 5.07% 2.60% 5.98% 3.87% $20,000 Managed Fund Star Ra ngs 2017 Page 5
6 Australian Shares - Mid/Small Cap "Outstanding Value" Allan Gray Australia Equity A ETL0060AU 0.75% 0.40% 20.00% 42.64% 11.76% 14.42% 7.02% $10,000 NovaPort Wholesale Smaller Companies HOW0016AU 0.90% 0.80% 20.00% 11.64% 6.44% 13.31% 8.81% $10,000 FirstChoice WS Inv CFS WS Small Companies? Core CMI0111AU 1.12% 0.50% 0.00% 16.82% 13.57% 13.53% 5.79% $5,000 SGH ICE ETL0062AU 1.18% 0.70% 15.38% 5.45% 10.14% 16.47% 8.00% $20,000 UBS Australian Small Companies Fund UBS0004AU 0.85% 0.90% 20.00% 5.55% 11.27% 10.89% 7.60% $20,000 Aberdeen Australian Small Companies Fund CSA0131AU 1.26% 0.50% 0.00% 15.21% 14.56% 15.40% 4.93% $20,000 Ausbil Australian Emerging Leaders Fund AAP0104AU 0.85% 0.60% 15.38% 9.49% 7.94% 10.22% 4.60% $20,000 Australian Ethical Australian Shares Fund AUG0002AU 1.90% 0.36% 0.00% 13.06% 13.45% 15.86% 8.19% $5,000 Ironbark Karara Australian Small Companies Fund PAT0002AU 1.13% 0.50% 15.38% 10.50% 6.47% 9.00% 8.54% $20,000 Macquarie Australian Small Companies MAQ0454AU 0.80% 0.80% 15.00% 21.10% 18.65% 12.87% 4.03% $20,000 OC Premium Small Companies Fund OPS0002AU 1.20% 0.30% 20.50% 5.29% 9.65% 16.23% 3.36% $20,000 Managed Fund Star Ra ngs 2017 Page 6
7 Australian Shares - Mid/Small Cap Antares Professional Small Companies Fund PPL0107AU 0.98% 0.30% 0.00% 7.09% 2.49% 4.06% 4.11% $20,000 BT Smaller Companies Retail RFA0012AU 1.62% 0.40% 0.00% 6.20% 8.24% 10.40% 5.25% $5,000 OC Dynamic Equity Fund OPS0001AU 1.72% 0.30% 20.50% 5.22% 12.25% 18.74% 4.47% $20,000 Perpetual WFIA Perpetual Small Coms PER0039AU 1.95% 0.30% 0.00% 11.67% 7.79% 10.94% 5.60% $2,000 Managed Fund Star Ra ngs 2017 Page 7
8 Global Bonds "Outstanding Value" PIMCO Diversified Fixed Interest Fund Wholesale Cl ETL0016AU 0.50% 0.10% 0.00% 4.23% 5.67% 5.88% 7.32% $20,000 PIMCO Global Bond Fund Wholesale Class ETL0018AU 0.49% 0.10% 0.00% 5.92% 6.60% 6.71% 8.01% $20,000 Advance Int Fix Intr Mul Blend W ADV0067AU 0.65% 0.20% 0.00% 2.84% 4.38% 5.45% 7.66% $5,000 Russell Interna onal Bond $A Hedged Fund Class A RIM0007AU 0.73% 0.00% 0.00% 4.74% 5.76% 6.72% 7.58% Nil FirstChoice WS Inv CFS WS Diversified Fixed Inte FSF0039AU 0.58% 0.40% 0.00% 1.42% 2.54% 3.58% 4.93% $5,000 FirstChoice WS Inv FirstChoice WS Fixed Interest FSF0488AU 0.77% 0.40% 0.00% 2.72% 4.70% 5.19% 6.13% $5,000 Macquarie Diversified Fixed Interest MAQ0274AU 0.61% 0.16% 25.00% 4.20% 4.29% 4.63% 5.48% $20,000 UBS Diversified Fixed Income Fund SBC0007AU 0.55% 0.60% 0.00% 3.18% 4.55% 5.09% 6.19% $20,000 UBS Interna onal Bond Fund SBC0819AU 0.49% 0.60% 0.00% 3.45% 5.26% 5.41% 5.40% $20,000 Vanguard Index Diversified Bond Fund VAN0101AU 0.75% 0.22% 0.00% 2.30% 4.65% 4.82% 6.19% $5,000 Managed Fund Star Ra ngs 2017 Page 8
9 Global Shares - Large Cap "Outstanding Value" FirstChoice WS Inv CFS WS Index Global Share FSF0654AU 0.53% 0.20% 0.00% 8.49% 10.71% 17.28% 3.94% $5,000 Morningstar Interna onal Shares (Unhedged) Fund INT0052AU 0.51% 0.20% 0.00% 7.26% 12.03% 18.07% 4.16% $20,000 Arrowstreet Global Equity Fund MAQ0464AU 1.28% 0.29% 0.00% 10.04% 12.60% 20.14% 6.42% $20,000 Morningstar Interna onal Shares (Hedged) Fund INT0050AU 0.56% 0.24% 0.00% 15.31% 11.07% 14.90% 6.16% $20,000 Peters MacGregor Global Fund WPC0002AU 1.35% 0.20% 0.00% 10.36% 10.37% 15.51% 7.91% $10,000 Vanguard Index Interna onal Shares Fund VAN0011AU 0.90% 0.25% 0.00% 8.19% 10.46% 17.07% 3.59% $5,000 Advance Interna onal Shr Mul Blend W ADV0053AU 1.10% 0.00% 0.00% 9.49% 10.19% 16.05% 4.17% $5,000 BT Interna onal Share Retail BTA0024AU 1.54% 0.10% 0.00% 5.83% 9.40% 16.60% 2.69% $5,000 Candriam Sustainable Global Equity Fund AAP0001AU 0.82% 0.80% 0.00% 9.40% 10.13% 17.22% 3.42% $20,000 CFS FC Pla num W Interna onal FSF0505AU 1.82% 0.50% 0.00% 6.93% 6.66% 14.40% 6.33% $5,000 FirstChoice WS Inv CFS WS Index Global Share? H FSF0707AU 1.37% 0.20% 0.00% 17.91% 10.01% 13.83% 5.57% $5,000 Morningstar Interna onal Shares High Opportuni e INT0069AU 1.03% 0.50% 0.00% 7.30% 9.83% 16.63% 3.48% $20,000 Managed Fund Star Ra ngs 2017 Page 9
10 Global Shares - Large Cap Pla num Interna onal Brands Fund PLA0100AU 1.44% 0.50% 16.50% 13.54% 6.48% 13.77% 8.29% $20,000 Pla num Interna onal Fund PLA0002AU 1.44% 0.50% 16.50% 8.35% 7.33% 14.93% 6.96% $20,000 Russell Global Opportuni es Fund Class A RIM0032AU 1.12% 0.60% 0.00% 9.90% 10.81% 16.27% 3.98% Nil Russell Interna onal Shares Fund Class A RIM0008AU 1.04% 0.50% 0.00% 6.79% 9.02% 16.24% 2.79% Nil Vanguard Index Hedged Interna onal Shares Fund VAN0107AU 0.90% 0.35% 0.00% 17.53% 9.88% 13.79% 5.50% $5,000 Walter Sco Global Equity Fund MAQ0410AU 1.28% 0.27% 0.00% 6.47% 10.85% 15.83% 5.82% $20,000 Zurich s Global Thema c Share Fund ZUR0061AU 0.98% 0.16% 0.00% 6.42% 7.96% 13.06% 4.02% $5,000 Zurich s Hedged Global Thema c Share ZUR0517AU 0.98% 0.16% 0.00% 12.56% 5.48% 9.04% 5.49% $5,000 Zurich s Unhedged Global Thema c Share ZUR0518AU 0.98% 0.16% 0.00% 5.09% 7.47% 12.84% 3.68% $5,000 Aberdeen Interna onal Equity Fund EQI0015AU 0.98% 0.50% 0.00% 8.85% 6.20% 11.75% 3.45% $20,000 BT Pla num Interna onal WFS0092AU 2.77% 0.50% 0.00% 9.36% 6.36% 13.58% 5.65% $5,000 CFS FC MFS W Global Equity FSF0480AU 2.13% 0.30% 0.00% 7.45% 10.47% 18.33% 2.85% $5,000 UBS Interna onal Share Fund SBC0822AU 1.00% 0.90% 0.00% 7.55% 7.84% 16.06% 3.55% $20,000 Managed Fund Star Ra ngs 2017 Page 10
11 Global Shares - Large Cap Aberdeen Ac vely Hedged Interna onal Equi es Fu CRS0005AU 0.98% 0.50% 0.00% 9.07% 6.23% 11.87% 2.66% $20,000 Aberdeen Select Ac vely Hedged Interna CSA0114AU 1.15% 0.50% 0.00% 8.80% 6.06% 11.66% 2.48% $20,000 Ironbark Royal London Concentrated Global Share Fu MGL0004AU 0.90% 0.40% 0.00% 12.15% 6.94% 13.30% 1.58% $20,000 Managed Fund Star Ra ngs 2017 Page 11
Managed Investments Star Ratings
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