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Fund Screener
Here are your results. Choose from six different views (Overview, Performance Return etc).
| New search | | Revise Search | |
| Fund Name | Date | 6 Mnths % | 1 Yr % |
3 Yrs %pa | 5 Yrs %pa | 7 Yrs %pa | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alpha Australian Blue Chip Equities | 30 Apr 2013 | 17.65 | 22.92 | 8.67 | 5.53 | - | ||||||
| BT PPSI-BT WS Ptnr Aus Shr Gr 1 | 30 Apr 2013 | 16.45 | 25.10 | 8.60 | 5.89 | 5.96 | ||||||
| Bennelong Australian Equities | 30 Apr 2013 | 23.85 | 23.63 | 10.15 | - | - | ||||||
| Bennelong Concentrated Australian Eq | 30 Apr 2013 | 25.50 | 24.64 | 12.54 | - | - | ||||||
| Greencape Wholesale Broadcap | 30 Apr 2013 | 18.67 | 24.33 | 8.88 | 6.56 | - | ||||||
| Hyperion Australian Growth Companies | 30 Apr 2013 | 25.39 | 33.11 | 7.11 | 8.22 | 7.55 | ||||||
| Smallco Broadcap | 30 Apr 2013 | 27.68 | 46.59 | 22.03 | - | - | ||||||
| Arnhem Australian Equity | 30 Apr 2013 | 19.48 | 23.84 | 6.63 | 4.37 | 5.17 | ||||||
| Ausbil Australian Active Equity | 30 Apr 2013 | 19.82 | 24.10 | 6.09 | 3.89 | 4.39 | ||||||
| BT Ptnr Aus Share Gr 1 Retail | 30 Apr 2013 | 15.86 | 23.83 | 7.51 | 4.83 | 4.90 | ||||||
| BT Ptnr Aus Share Gr 1 WS | 30 Apr 2013 | 16.45 | 25.10 | 8.60 | 5.89 | 5.96 | ||||||
| CFS FC WS Inv-Ausbil W Aus Active Equity | 30 Apr 2013 | 19.48 | 23.76 | 5.87 | 3.77 | 4.27 | ||||||
| CFS Wholesale Industrial Share | 30 Apr 2013 | 24.67 | 33.88 | 9.35 | 7.51 | 4.79 | ||||||
| Goldman Sachs Investment Fund | 30 Apr 2013 | 19.14 | 22.60 | 6.65 | 4.23 | 5.07 | ||||||
| Goldman Sachs Leaders Fund | 30 Apr 2013 | 19.08 | 23.50 | 6.69 | 4.37 | 5.48 | ||||||
| Greencape Wholesale High Conviction | 30 Apr 2013 | 17.34 | 22.60 | 7.79 | 5.32 | - | ||||||
| Navigator Alpha Aust Blue Chip Equities | 30 Apr 2013 | 16.63 | 21.13 | 7.30 | 4.21 | - | ||||||
| Perpetual WFIA-Alphinity Australian Shr | 30 Apr 2013 | 19.22 | 26.31 | 6.90 | - | - | ||||||
| Alphinity Wholesale Australian Share | 30 Apr 2013 | 20.78 | 28.88 | 8.19 | 3.35 | 3.26 | ||||||
| Arnhem Concentrated Australian Equity | 30 Apr 2013 | 19.05 | 23.96 | 6.04 | 3.40 | 3.67 | ||||||
| BT Investor Choice All Aus Gr | 30 Apr 2013 | 18.29 | 21.65 | 4.69 | 1.81 | 2.96 | ||||||
| BT Investor Choice Aus Gr | 30 Apr 2013 | 18.59 | 22.37 | 5.30 | 2.46 | 3.64 | ||||||
| BT PPSI-BlackRock WS Aus Share | 30 Apr 2013 | 17.23 | 23.01 | 4.60 | 2.40 | 3.85 | ||||||
| BT PPSI-Westpac Aus Gr | 30 Apr 2013 | 18.59 | 22.37 | 5.30 | 2.46 | 3.37 | ||||||
| Bellwether Partners Australian Share | 30 Apr 2013 | 18.41 | 23.05 | 3.01 | 2.26 | 4.19 |
| Fund Name | Entry Price | Exit Price | Price Date | Distributions Frequency |
|||||
|---|---|---|---|---|---|---|---|---|---|
| Alpha Australian Blue Chip Equities | 0.984 | 0.977 | 15 May 2013 | 6 Monthly | |||||
| BT PPSI-BT WS Ptnr Aus Shr Gr 1 | 1.603 | 1.593 | 17 May 2013 | Quarterly | |||||
| Bennelong Australian Equities | 1.794 | 1.783 | 17 May 2013 | 6 Monthly | |||||
| Bennelong Concentrated Australian Eq | 1.735 | 1.724 | 17 May 2013 | 6 Monthly | |||||
| Greencape Wholesale Broadcap | 1.307 | 1.299 | 17 May 2013 | Quarterly | |||||
| Hyperion Australian Growth Companies | 2.840 | 2.823 | 17 May 2013 | Quarterly | |||||
| Smallco Broadcap | 1.475 | 1.462 | 03 May 2013 | Annually | |||||
| Arnhem Australian Equity | 1.681 | 1.671 | 17 May 2013 | Annually | |||||
| Ausbil Australian Active Equity | 3.096 | 3.081 | 17 May 2013 | 6 Monthly | |||||
| BT Ptnr Aus Share Gr 1 Retail | 1.764 | 1.753 | 17 May 2013 | Quarterly | |||||
| BT Ptnr Aus Share Gr 1 WS | 1.603 | 1.593 | 17 May 2013 | Quarterly | |||||
| CFS FC WS Inv-Ausbil W Aus Active Equity | 1.395 | 1.389 | 16 May 2013 | Quarterly | |||||
| CFS Wholesale Industrial Share | 1.436 | 1.430 | 16 May 2013 | Quarterly | |||||
| Goldman Sachs Investment Fund | -- | 2.606 | 17 May 2013 | 6 Monthly | |||||
| Goldman Sachs Leaders Fund | -- | 2.143 | 17 May 2013 | 6 Monthly | |||||
| Greencape Wholesale High Conviction | 1.352 | 1.344 | 17 May 2013 | Quarterly | |||||
| Navigator Alpha Aust Blue Chip Equities | 1.079 | 1.072 | 08 May 2013 | 6 Monthly | |||||
| Perpetual WFIA-Alphinity Australian Shr | 1.468 | 1.459 | 15 May 2013 | Quarterly | |||||
| Alphinity Wholesale Australian Share | 2.462 | 2.447 | 17 May 2013 | Quarterly | |||||
| Arnhem Concentrated Australian Equity | 1.182 | 1.175 | 17 May 2013 | Annually | |||||
| BT Investor Choice All Aus Gr | 0.900 | 0.896 | 17 May 2013 | 6 Monthly | |||||
| BT Investor Choice Aus Gr | 2.247 | 2.235 | 17 May 2013 | 6 Monthly | |||||
| BT PPSI-BlackRock WS Aus Share | 1.741 | 1.731 | 16 May 2013 | Quarterly | |||||
| BT PPSI-Westpac Aus Gr | 2.247 | 2.235 | 17 May 2013 | 6 Monthly | |||||
| Bellwether Partners Australian Share | 1.183 | 1.174 | 30 Apr 2013 | 6 Monthly |
| Fund Name | Min Initial Inv $ |
Product Type |
Legal Type | Status | Ticker | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| Alpha Australian Blue Chip Equities | 25,000 | Retail | Investment Trusts | Open | 15576 | |||||
| BT PPSI-BT WS Ptnr Aus Shr Gr 1 | 5,000 | Retail | Investment Trusts | Open | 12425 | |||||
| Bennelong Australian Equities | 50,000 | W'sale | Investment Trusts | Open | 16998 | |||||
| Bennelong Concentrated Australian Eq | 50,000 | W'sale | Investment Trusts | Open | 16999 | |||||
| Greencape Wholesale Broadcap | 10,000 | W'sale | Investment Trusts | Open | 14654 | |||||
| Hyperion Australian Growth Companies | 20,000 | Retail | Investment Trusts | Open | 3344 | |||||
| Smallco Broadcap | 40,000 | Retail | Investment Trusts | Open | 19547 | |||||
| Arnhem Australian Equity | 20,000 | Retail | Investment Trusts | Open | 7899 | |||||
| Ausbil Australian Active Equity | 50,000 | W'sale | Investment Trusts | Open | 6117 | |||||
| BT Ptnr Aus Share Gr 1 Retail | 5,000 | Retail | Investment Trusts | Open | 9825 | |||||
| BT Ptnr Aus Share Gr 1 WS | 500,000 | W'sale | Investment Trusts | Open | 9358 | |||||
| CFS FC WS Inv-Ausbil W Aus Active Equity | 5,000 | W'sale | Investment Trusts | Open | 11312 | |||||
| CFS Wholesale Industrial Share | 5,000 | W'sale | Investment Trusts | Open | 5514 | |||||
| Goldman Sachs Investment Fund | 1,000 | Retail | Investment Trusts | Closed | 508 | |||||
| Goldman Sachs Leaders Fund | 5,000 | Retail | Investment Trusts | Closed | 1495 | |||||
| Greencape Wholesale High Conviction | 10,000 | W'sale | Investment Trusts | Open | 14653 | |||||
| Navigator Alpha Aust Blue Chip Equities | 3,000 | Retail | Investment Trusts | Open | 16174 | |||||
| Perpetual WFIA-Alphinity Australian Shr | 2,000 | Retail | Investment Trusts | Open | 16828 | |||||
| Alphinity Wholesale Australian Share | 10,000 | W'sale | Investment Trusts | Open | 3566 | |||||
| Arnhem Concentrated Australian Equity | 20,000 | Retail | Investment Trusts | Open | 14114 | |||||
| BT Investor Choice All Aus Gr | 5,000 | Retail | Investment Trusts | Open | 5881 | |||||
| BT Investor Choice Aus Gr | 5,000 | Retail | Investment Trusts | Closed | 1106 | |||||
| BT PPSI-BlackRock WS Aus Share | 5,000 | Retail | Investment Trusts | Open | 6148 | |||||
| BT PPSI-Westpac Aus Gr | 5,000 | Retail | Investment Trusts | Open | 4294 | |||||
| Bellwether Partners Australian Share | 100,000 | W'sale | Investment Trusts | Open | 16842 |