Not a subscriber ?  Start your complimentary Premium trial now

Funds from: Perpetual W Share Plus L/S to AUI Mortgage Income Trust W

Perpetual W Share Plus L/S (9836)

Responsible Entity: Perpetual Investment Management Ltd
Fund Manager: Perpetual Investment Management Ltd
Category: Equity Australia Large Value
Style: Large Value
Morningstar Rating: 5 star(s)
View Price Quote: for Perpetual W Share Plus L/S

Morningstar Growth (11738)

Responsible Entity: Morningstar Investment Management Austra
Fund Manager: Morningstar Investment Management Austra
Category: Multisector Growth
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for Morningstar Growth

Heathley Direct Medical Fund No. 1 (40922)

Responsible Entity: Heathley Asset Management Limited
Fund Manager: Heathley Asset Management Limited
Category: Unlisted and Direct Property
View Price Quote: for Heathley Direct Medical Fund No. 1

Dimensional Global Real Estate Trust (15778)

Responsible Entity: DFA Australia Limited
Fund Manager: DFA Australia Limited
Category: Equity Global Real Estate
Style: Medium Blend
Morningstar Rating: 5 star(s)
View Price Quote: for Dimensional Global Real Estate Trust

Cromwell Direct Property (19943)

Responsible Entity: Cromwell Funds Management Limited
Fund Manager: Cromwell Property Group
Category: Unlisted and Direct Property
View Price Quote: for Cromwell Direct Property

UBS Balanced Investment (3354)

Responsible Entity: UBS Asset Management (Australia) Ltd
Fund Manager: UBS Asset Management (Australia) Ltd
Category: Multisector Growth
Morningstar Rating: 3 star(s)
View Price Quote: for UBS Balanced Investment

BT Super for Life 1980s Lifestage Sav (16909)

Responsible Entity: BT Funds Management Ltd
Fund Manager: BT Funds Management Ltd
Category: Multisector Life Stages – 1980s
Morningstar Rating: 1 star(s)
View Price Quote: for BT Super for Life 1980s Lifestage Sav

GMO SGM Major Markets Trust (40726)

Responsible Entity: GMO Australia Limited
Fund Manager: GMO Australia Limited
Category: Alternative Strategies
View Price Quote: for GMO SGM Major Markets Trust

Grant Samuel Tribeca Alpha Plus (15451)

Responsible Entity: Equity Trustees Ltd
Fund Manager: Tribeca Investment Partners Pty Ltd
Category: Equity Australia Large Blend
Style: Large Growth
Morningstar Rating: 5 star(s)
View Price Quote: for Grant Samuel Tribeca Alpha Plus

AustralianSuper Conservative Balanced (18298)

Responsible Entity: AustralianSuper Pty Ltd
Fund Manager: AustralianSuper Pty Ltd
Category: Multisector Growth
Morningstar Rating: 4 star(s)
View Price Quote: for AustralianSuper Conservative Balanced

AMP FLAP-AMP Secure Growth (9708)

Responsible Entity: AMP Superannuation Limited
Fund Manager: AMP Capital Investors Limited
Category: Reserve Backed
Morningstar Rating: 5 star(s)
View Price Quote: for AMP FLAP-AMP Secure Growth

ClearView Mgd Inv Aus Shares Growth (4704)

Responsible Entity: ClearView Financial Management Limited
Fund Manager: ClearView Financial Management Limited
Category: Equity Australia Large Blend
Morningstar Rating: 3 star(s)
View Price Quote: for ClearView Mgd Inv Aus Shares Growth

CFS Wholesale Index Australian Share (11332)

Responsible Entity: Colonial First State Investments Limited
Fund Manager: Colonial First State Investments Limited
Category: Equity Australia Large Blend
Style: Large Blend
Morningstar Rating: 3 star(s)
View Price Quote: for CFS Wholesale Index Australian Share

Vanguard Cash Plus (6427)

Responsible Entity: Vanguard Investments Australia Ltd
Fund Manager: Vanguard Investments Australia Ltd
Category: Australian Cash
View Price Quote: for Vanguard Cash Plus

Morningstar Multi Asset Real Return (11736)

Responsible Entity: Morningstar Investment Management Austra
Fund Manager: Morningstar Investment Management Austra
Category: Multisector Aggressive
Style: Large Value
Morningstar Rating: 4 star(s)
View Price Quote: for Morningstar Multi Asset Real Return

North Multi Manager Active Growth (16168)

Responsible Entity: IPAC Asset Management Limited
Fund Manager: AMP Capital Investors Limited
Category: Multisector Growth
Morningstar Rating: 5 star(s)
View Price Quote: for North Multi Manager Active Growth

Charter Hall Direct Industrial No.3 W (40525)

Responsible Entity: Charter Hall Direct Property Mgmt Ltd
Fund Manager: Charter Hall Holdings Pty Ltd
Category: Unlisted and Direct Property
View Price Quote: for Charter Hall Direct Industrial No.3 W

AMP - FAP - Secure (Mature) (8710)

Responsible Entity: National Mutual Life Assoc of Aus Ltd
Fund Manager: National Mutual Funds Management Limited
Category: Multisector Moderate
Morningstar Rating: 3 star(s)
View Price Quote: for AMP - FAP - Secure (Mature)

Regal Long Short Australian Equity (19028)

Responsible Entity: Perpetual Trust Services Limited
Fund Manager: Regal Funds Management Pty Limited
Category: Equity Australia Large Blend
Morningstar Rating: 5 star(s)
View Price Quote: for Regal Long Short Australian Equity

CFS Wholesale High Growth (5515)

Responsible Entity: Colonial First State Investments Limited
Fund Manager: Colonial First State Investments Limited
Category: Multisector Aggressive
Style: Large Blend
Morningstar Rating: 4 star(s)
View Price Quote: for CFS Wholesale High Growth

Alphinity Australian Share (9105)

Responsible Entity: Fidante Partners Limited
Fund Manager: Alphinity Investment Management Pty Ltd
Category: Equity Australia Large Blend
Style: Large Growth
Morningstar Rating: 2 star(s)
View Price Quote: for Alphinity Australian Share

Man AHL Diversified (AUD) (18414)

Responsible Entity: HSBC Trustee (Cook Islands) Ltd
Fund Manager: Man Investments Australia Ltd
Category: Alternative Strategies – Managed Futures
Morningstar Rating: 3 star(s)
View Price Quote: for Man AHL Diversified (AUD)

AMP Capital Future Directions Growth A (10634)

Responsible Entity: AMP Capital Funds Management Ltd
Fund Manager: AMP Capital Investors Limited
Category: Multisector Aggressive
Morningstar Rating: 4 star(s)
View Price Quote: for AMP Capital Future Directions Growth A

MyNorth Index Moderately Defensive (41047)

Responsible Entity: IPAC Asset Management Limited
Fund Manager: IPAC Asset Management Limited
Category: Multisector Balanced
View Price Quote: for MyNorth Index Moderately Defensive

Nikko AM Tyndall Australian Share W (3987)

Responsible Entity: Nikko Asset Management Australia Limited
Fund Manager: Nikko AM Limited
Category: Equity Australia Large Value
Style: Large Value
Morningstar Rating: 3 star(s)
View Price Quote: for Nikko AM Tyndall Australian Share W

Aberdeen Asian Opportunities (10438)

Responsible Entity: Aberdeen Asset Management Ltd
Fund Manager: Aberdeen Asset Management Ltd
Category: Equity Asia Pacific w/o Japan
Style: Large Blend
Morningstar Rating: 3 star(s)
View Price Quote: for Aberdeen Asian Opportunities

Crescent Wealth Super - Growth (19949)

Responsible Entity: Crescent Funds Management (Aust) Limited
Fund Manager: Crescent Funds Management (Aust) Limited
Category: Multisector Aggressive
View Price Quote: for Crescent Wealth Super - Growth

BlackRock Indexed Aus Listed Property (9166)

Responsible Entity: BlackRock Investment Mgmt (AUS) Ltd
Fund Manager: BlackRock Investment Mgmt (AUS) Ltd
Category: Equity Australia Real Estate
Style: Large Growth
Morningstar Rating: 4 star(s)
View Price Quote: for BlackRock Indexed Aus Listed Property

CFS Wholesale Global Resources (4713)

Responsible Entity: Colonial First State Investments Limited
Fund Manager: Colonial First State Investments Limited
Category: Equity Global Resources
Style: Large Blend
View Price Quote: for CFS Wholesale Global Resources

AUI Mortgage Income Trust W (9393)

Responsible Entity: Australian Unity Funds Management Ltd
Fund Manager: Australian Unity Funds Management Ltd
Category: Mortgages
View Price Quote: for AUI Mortgage Income Trust W

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.