Month-End Returns
As at COB 30 September 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 |
-4.00 | 0.40 | 22.63 | -9.26 | 5.35 | 9.40 | 8.66 | 7.97 | 29-Nov-13 |
| Australian Equity Income | |||||||||
| Morningstar Australia Dividend Yield Focus Index MSDIADFA |
-3.63 | -2.21 | 14.84 | -6.54 | 5.80 | 6.21 | -- | -1.78 | 19-Jun-15 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
-1.17 | 6.06 | 26.77 | -17.94 | 5.17 | 7.43 | 11.22 | 9.63 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
-4.80 | -4.50 | 9.95 | -29.88 | -6.29 | 0.49 | 6.43 | 1.85 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
-5.96 | -1.62 | 26.16 | -5.49 | 10.49 | 16.00 | 4.29 | 7.48 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-1.29 | 7.92 | 34.69 | -6.57 | 5.55 | 8.78 | -- | 5.77 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
-3.04 | 5.16 | 37.03 | 2.33 | 8.09 | 16.81 | -4.09 | 1.96 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
0.09 | 1.62 | 9.62 | -11.23 | 2.82 | -- | -- | 5.81 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
-2.45 | 1.04 | 9.77 | -21.27 | -1.71 | 2.07 | 7.40 | -10.76 | 26-Mar-07 |
| MarketGrader Developed Markets Health Care Net Return AUD Index MGHCAUNR |
1.97 | 2.05 | 10.37 | 30.19 | 22.23 | 17.53 | 21.81 | 3.25 | 14-Aug-20 |
| NYSE Arca Gold Miners Index GDMAUDNR |
-4.33 | 3.07 | 42.73 | 38.56 | 24.36 | 24.06 | 0.51 | 1.45 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
-7.66 | 4.54 | 20.08 | 43.44 | 16.29 | 10.24 | 15.18 | 41.17 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
0.57 | 10.12 | 11.68 | 18.62 | 10.15 | 7.37 | -- | 8.85 | 08-Apr-05 |
| Morningstar Developed Markets ex-Australia Wide Moat Focus Index™ MSDIWFNA |
1.35 | 2.52 | 9.75 | 6.51 | 15.28 | 13.54 | 16.23 | 2.01 | 31-Dec-07 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
-0.73 | 0.36 | 6.29 | 3.50 | 15.87 | 15.98 | 18.18 | 19.40 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
2.05 | 6.20 | 9.83 | 3.43 | -- | -- | -- | -0.09 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
-2.03 | 7.78 | 27.54 | 18.99 | 13.96 | 14.91 | 15.19 | 16.00 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
0.60 | 5.00 | 11.61 | 16.39 | 18.50 | 14.50 | 16.88 | 16.65 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
-2.53 | 2.56 | 19.85 | -5.23 | 6.53 | -- | -- | 4.12 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
0.73 | 1.66 | 6.19 | 6.18 | 9.63 | 9.02 | -- | 9.65 | 25-Nov-14 |
| Thematic | |||||||||
| MVIS Global Video Gaming and eSports Index MVESPOAT |
2.12 | 13.71 | 35.39 | 71.71 | 33.75 | 38.27 | -- | 5.42 | 14-Aug-20 |