Month-End Returns
As at COB 30 April 2020
| Australian Equity Indices | 1 month % |
3 months % |
6 months % |
1 yr % |
3 yrs % p.a. |
5 yrs % p.a. |
10 yrs % p.a. |
Since inception |
Base Date |
|---|---|---|---|---|---|---|---|---|---|
| Australian Broad Based | |||||||||
| MVIS Australia Equal Weight Index MVMVWTRG |
13.05 | -20.88 | -16.76 | -10.32 | 2.75 | 5.68 | 7.73 | 7.11 | 29-Nov-13 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
13.13 | -30.99 | -27.92 | -20.01 | 0.31 | 4.66 | 9.84 | 8.37 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
3.28 | -31.81 | -31.77 | -26.94 | -9.94 | -3.64 | 4.64 | 1.00 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
18.62 | -15.81 | -10.18 | -4.05 | 11.74 | 9.61 | 3.91 | 6.97 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
14.33 | -21.70 | -20.01 | -18.83 | 0.01 | 3.45 | 5.21 | 2.79 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
16.12 | -18.99 | -13.01 | -8.72 | 2.91 | 5.01 | -5.02 | -0.46 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
7.07 | -17.76 | -13.16 | -7.95 | 3.09 | 5.16 | 10.69 | 5.81 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
5.74 | -25.46 | -25.44 | -18.38 | -2.30 | 0.66 | 7.52 | -17.47 | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMAUDNR |
29.61 | 15.04 | 23.20 | 69.23 | 19.77 | 15.40 | 0.15 | 0.79 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
1.56 | 5.71 | 20.71 | 20.22 | 11.51 | 4.41 | 14.62 | 38.98 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
1.45 | 1.17 | 6.62 | 6.01 | 10.97 | -0.48 | -- | 8.17 | 08-Apr-05 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
6.54 | -5.64 | 1.76 | 11.57 | 16.22 | 16.02 | 17.07 | 20.55 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
3.23 | -9.35 | -5.16 | -2.01 | 4.39 | 3.01 | 6.15 | -3.08 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
10.40 | -7.13 | 0.18 | 4.98 | 10.66 | 10.36 | 13.42 | 7.72 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
3.93 | -3.89 | 6.97 | 15.26 | 16.34 | 13.92 | 15.61 | 16.50 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
9.89 | -19.27 | -13.93 | -6.23 | 2.78 | -- | -- | 2.33 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
0.85 | -8.05 | -1.01 | 7.63 | 9.26 | 8.52 | -- | 9.00 | 25-Nov-14 |