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