* Managed funds that have not been available for a minimum of five years are not eligible to receive a CANSTAR star rating, however an indicative star rating is supplied. Based on the information available, CANSTAR provides an indicative rating of funds which have been available for less than five years indicated by the outlined gold stars. CANSTAR provides these indicative ratings for consumers to provide an indication of the funds rating relative to its peers for the period for which it has been available.
Star Ratings in this table were awarded March 2018 and data is as at that date, updated from time to time to reflect product changes notified to us by product issuers. Performance data is updated monthly. Check current product details with the product issuer. Canstar is not providing a recommendation for your individual circumstances. Consider the PDS before making an investment decision. The table is sorted originally in order of Star Rating, then alphabetically by brand. You can use the sort buttons at the top of each column to reorder the display.
Important notes:(i) Product data was extracted from the PDS or provided by Morningstar. The performance data shown on this page is calculated in AUD of the fund, on a Nav to Nav basis. All information about performance returns is historical. Please note that all information about performance returns is historical. Past performance should not be relied upon as an indicator of future performance; unit prices and the value of your investment may fall as well as rise.
(ii) Where an investment fund is suspended, restricted or unavailable, the fund manager may not process withdrawal requests. The delays or suspensions of withdrawal payments could be for weeks, months or even years.
(iii) Not all managed funds in the market are compared, and the table above may not include all features relevant to you.
(iv) The results are general advice only and not personal product advice. Consider whether this advice is right for you. Consider the product disclosure statement and seek advice from a licensed financial adviser before making an investment decision. See our detailed disclosure.
(v) Click here for additional important notes and liability disclaimer.
(vi) Data provided by Morningstar. © 2016 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. DISCLOSURE: Morningstar employees may have an interest in the securities discussed in this report. Please refer to Morningstar’s Financial Services Guide (FSG) for more information www.morningstar.com.au/s/fsg.pdf. Note: Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 (“ASXO”).
CANSTAR may receive a commission other fee for referrals to product providers in the table, if a consumer acquires a product after following the link.