Month-End Returns
As at COB 31 July 2019
| 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 |
3.52 | 8.04 | 17.66 | 13.20 | 12.00 | 11.54 | 11.64 | 11.92 | 29-Nov-13 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
3.11 | 10.72 | 16.98 | 28.93 | 10.62 | 14.99 | 16.04 | 15.83 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
1.57 | 8.00 | 18.39 | 7.67 | 10.58 | 6.33 | 11.60 | 8.18 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
3.45 | 11.75 | 16.48 | 18.92 | 22.11 | 10.92 | 6.27 | 10.78 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
4.40 | 3.15 | 15.52 | 9.58 | 9.30 | 9.01 | -- | 9.40 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
4.86 | 6.84 | 15.69 | 7.28 | 10.79 | 2.96 | -1.38 | 2.22 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
0.23 | 2.82 | 11.07 | 13.19 | 9.37 | 10.13 | -- | 10.90 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
1.30 | 1.86 | 5.00 | 7.95 | 3.15 | 7.89 | -- | 1.27 | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMNTR |
6.47 | 31.06 | 25.38 | 36.89 | -0.13 | 7.86 | -0.94 | -1.09 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
3.24 | 0.59 | 26.35 | 19.94 | 11.02 | 17.06 | -- | 8.24 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
0.86 | -2.85 | 29.59 | 7.23 | 1.49 | 16.10 | 14.65 | 31.28 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
4.84 | 3.77 | 16.58 | 20.51 | 18.87 | 19.61 | 17.42 | 21.67 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
1.35 | 0.58 | 5.28 | 1.21 | 10.54 | 8.23 | 8.18 | -2.88 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
2.19 | 2.06 | 14.38 | 9.42 | 13.72 | 12.58 | 15.23 | 5.58 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
3.51 | 4.23 | 20.14 | 17.57 | 16.62 | 17.36 | 14.89 | 16.84 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
3.11 | 10.47 | 21.84 | 17.16 | 7.03 | -- | -- | 8.17 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
1.40 | 2.92 | 13.91 | 7.25 | 11.71 | -- | -- | 10.53 | 25-Nov-14 |