Managed Funds

Information about how our Managed Funds have performed.

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MONTHLY PERFORMANCE REPORT

QUARTERLY COMMENTARY

Morningstar Multi Asset Real Return Fund

pdf

Morningstar High Growth Real Return Fund

pdf

Morningstar Growth Real Return Fund

pdf

Morningstar Balanced Real Return Fund

pdf

Morningstar Moderate Real Return Fund

pdf

Morningstar International Shares (Unhedged) Fund

pdf

Morningstar International Shares (Hedged) Fund

pdf

Morningstar Australian Shares Fund

pdf

Morningstar International Shares Active ETF
(Managed Fund)

pdf

How to invest

We offer multiple ways to access our investment solutions, enabling you to access a wide range of professionally-managed investments in a way that works best for you.

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A key focus on risk management, not just the potential for returns
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Managed Funds

Information about how our Managed Funds have performed.

How to invest

Continuous Disclosure

How we look after your savings

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