Month-End Returns
As at COB 31 March 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 |
0.61 | 11.43 | 0.50 | 10.76 | 12.36 | 10.65 | 13.26 | 10.47 | 29-Nov-13 |
| S&P/ASX Franked Dividend Index SPAXFDAT |
0.90 | 11.44 | 3.63 | 13.86 | 5.63 | 1.20 | 8.36 | 4.71 | 31-Jan-02 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
6.68 | 16.16 | 16.97 | 34.05 | 13.26 | 16.42 | 18.24 | 15.28 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
-2.85 | 5.74 | -2.09 | 4.66 | 9.10 | 4.86 | 12.93 | 6.40 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
0.02 | 16.66 | 7.60 | 22.19 | 25.64 | 9.85 | 7.68 | 9.59 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-1.12 | 10.88 | 0.07 | 6.99 | 10.56 | 7.57 | -- | 7.80 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
0.07 | 9.85 | -4.58 | 4.00 | 19.04 | 1.83 | 0.89 | 0.57 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
3.36 | 13.94 | 10.81 | 17.57 | 10.60 | 10.89 | -- | 10.75 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
3.45 | 14.19 | 7.07 | 16.15 | 5.87 | 9.28 | -- | -- | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMNTR |
0.90 | 5.59 | 24.04 | 11.29 | 7.62 | 5.40 | -4.05 | -3.30 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
4.79 | 30.43 | 17.30 | 2.29 | 10.04 | 19.35 | -- | 8.31 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
11.85 | 36.89 | 22.06 | 0.55 | 5.06 | 18.88 | 16.10 | 37.37 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
0.13 | 12.41 | 3.69 | 24.33 | 20.15 | 18.10 | 18.54 | 14.88 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
0.18 | 8.41 | 1.95 | -6.85 | 12.35 | 9.40 | 10.97 | -6.06 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
3.29 | 15.49 | -0.39 | 10.80 | 13.59 | 12.31 | 16.58 | -0.28 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
3.17 | 14.49 | 1.58 | 17.57 | 15.46 | 16.10 | 14.30 | 15.96 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
0.28 | 8.76 | -4.76 | 6.06 | 10.63 | -- | -- | 6.26 | 25-Nov-14 |