Month-End Returns
As at COB 31 January 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 |
5.08 | 1.20 | -3.79 | 1.27 | 13.36 | 10.38 | 12.36 | 9.52 | 29-Nov-13 |
| S&P/ASX Franked Dividend Index SPAXFDAT |
3.29 | 1.76 | -3.83 | 0.39 | 3.21 | 0.57 | 8.34 | 2.14 | 31-Jan-02 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
7.01 | 10.90 | 10.21 | 18.83 | 12.23 | 15.09 | 15.02 | 14.01 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
0.39 | -0.85 | -9.06 | -5.53 | 6.05 | 5.46 | 14.06 | 5.57 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
9.93 | 6.70 | 2.09 | 10.14 | 28.71 | 9.12 | 7.96 | 8.67 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
4.65 | 1.80 | -5.14 | -0.12 | 11.08 | 7.44 | -- | 6.48 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
4.49 | -1.97 | -7.27 | -3.10 | 23.84 | 0.93 | 0.92 | -0.35 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
6.62 | 5.02 | 1.91 | 6.15 | 10.24 | 10.43 | -- | 8.76 | 31-Dec-09 |
| NYSE Arca Gold Miners Index GDMNTR |
3.77 | 17.14 | 9.29 | 7.07 | 16.91 | 4.08 | -4.26 | -3.25 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
5.45 | 2.57 | -5.07 | -20.47 | 3.61 | 11.86 | -- | 5.73 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
0.95 | 3.70 | -17.26 | -20.06 | -2.38 | 9.05 | 14.52 | 1.30 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
5.67 | 1.31 | 3.36 | 13.63 | 18.85 | 16.22 | 16.57 | 14.65 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
5.51 | 6.72 | -3.87 | -7.94 | 12.26 | 8.79 | 10.68 | -8.57 | 17-Feb-15 |
| MSCI World ex Australia Quality Index M4CXMVIA |
3.78 | -2.66 | -2.14 | 6.97 | 10.78 | 13.64 | 11.98 | 13.96 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
2.98 | -2.58 | -5.84 | -1.05 | 7.72 | -- | -- | 1.03 | 25-Nov-14 |