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Search results  (21 funds found) Records to view per page: 
Fund name Morningstar
rating

Sector
Historical returns+   Download
PDS 
(PDF)
3 Mth
1 Yr
3 Yr
NovaPort Wholesale Microcap Equity Australia Mid/Small Blend -2.83% 18.79% 14.7% Call us
SG Hiscock Wholesale Property Securities Equity Australia Real Estate 8.49% 32.15% 12.57% Call us
Ardea Wholesale Australian Inflation Lnkd Bd Bonds - Inflation - Linked 4.22% 11.84% 12.25% Call us
NovaPort Wholesale Smaller Companies Equity Australia Mid/Small Blend 5.4% 27.84% 11.73% Call us
Alphinity Wholesale Australian Equity Equity Australia Large Blend 9.5% 28.56% 9.27% Call us
Greencape Wholesale Broadcap Equity Australia Large Growth 8.38% 24.33% 8.88% Call us
Alphinity Wholesale Concentrated Australian Share Equity Australia Large Growth 9.64% 29.41% 8.82% Call us
Alphinity Wholesale Australian Share Equity Australia Large Growth 9.52% 28.88% 8.2% Call us
Greencape Wholesale High Conviction Equity Australia Large Growth 7.8% 22.6% 7.8% Call us
Alphinity Wholesale Socially Responsible Share Equity Australia Large Blend 8.83% 27.4% 7.72% Call us
 Results: 1 - 10 of 21 
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MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


Reduce your fees

InvestSMART rebates 100% of entry fees and sales commissions on new investments and top ups (ongoing saving plans) for managed funds, superannuation and allocated pensions. To get your rebate make sure you either talk to InvestSMART (you can call us on 1300 880 160) or request your Product Disclosure Statement (PDS) from us. These PDSs have an InvestSMART dealer stamp on the application form thus ensuring you are not stung with unnecessary Entry Fees (usually 4% of your capital).


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