Month-End Returns
As at COB 31 May 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 |
0.99 | 4.35 | 14.95 | 10.28 | 11.40 | 10.98 | 12.57 | 10.89 | 29-Nov-13 |
| S&P/ASX Franked Dividend Index SPAXFDAT |
3.96 | 7.23 | 18.85 | 16.37 | 5.83 | 2.25 | 8.54 | 6.52 | 31-Jan-02 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
3.52 | 7.49 | 20.75 | 25.08 | 11.52 | 15.18 | 16.62 | 14.95 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
3.28 | 4.43 | 9.79 | 10.23 | 8.85 | 5.84 | 13.25 | 7.58 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
2.34 | 0.54 | 20.77 | 11.73 | 22.90 | 9.98 | 6.37 | 9.39 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-2.30 | 2.13 | 11.63 | 3.50 | 9.54 | 8.25 | -- | 8.33 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
-0.61 | 2.45 | 10.55 | 3.33 | 15.08 | 2.82 | -1.28 | 0.98 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
-0.57 | 3.88 | 9.81 | 14.59 | 10.20 | 9.92 | -- | 10.32 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
0.15 | 3.00 | 6.00 | 10.07 | 5.54 | 7.80 | -- | -- | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMNTR |
4.71 | -0.66 | 19.45 | 6.13 | 0.82 | 6.21 | -4.57 | -2.79 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
-7.91 | -1.99 | 21.23 | -1.54 | 6.68 | 17.80 | -- | 7.31 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
-7.37 | 1.92 | 24.75 | -12.21 | 0.43 | 16.85 | 15.36 | 25.17 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
-6.51 | -1.13 | 4.60 | 17.87 | 14.29 | 17.28 | 17.06 | 20.45 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
-5.50 | -3.55 | 4.25 | -9.54 | 9.79 | 7.85 | 8.38 | -8.44 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
-5.97 | 0.76 | 3.92 | 4.64 | 12.26 | 10.86 | 14.99 | -2.73 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
-4.51 | 2.94 | 9.85 | 13.48 | 12.93 | 15.32 | 14.17 | 15.28 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
-3.95 | 0.94 | 5.60 | 5.19 | 7.65 | -- | -- | 5.95 | 25-Nov-14 |