Fund Results

FILTER BY

ASSET CLASS
INVESTMENT GOAL
INVESTMENT GOAL: PRIMARY (P) SECONDARY (S)
  • Capital Appreciation
    Aims to provide long-term capital growth potential as a primary driver of returns.
  • Income Generation
    Aims to deliver income as a primary driver of returns.
  • Portfolio Diversification
    Fund can be used to introduce regional, sector or asset class diversification to a portfolio.
  • Risk Mitigation
    Aims to reduce risk associated with an investment in a particular asset class.

5 Results for Currency

Fund Name
Code
ASX Code
P
Primary
Investment Goal
S
Secondary
Investment Goal
3m
Performance
3 Months
1y
Performance
1 Year
Incept.
Performance Since Inception (p.a.)
Yield
12 mth Trailing Yield (p.a.)
Cost*
Management Costs (p.a.)*
POU
Portfolio Diversification
- 1.1% 1.0% 2.1% - 0.45%
EEU
Portfolio Diversification
- 1.8% 4.9% 1.8% - 0.45%
AUDS
Portfolio Diversification
- -2.1% 19.3% 8.7% - 1.38%
YANK
Portfolio Diversification
- 0.6% -19.5% -12.0% - 1.38%
USD
Portfolio Diversification
- 0.4% -7.4% 3.2% 0.2% 0.45%