Quarter-End Returns
As at COB 30 June 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 |
3.34 | 7.18 | 19.44 | 11.28 | 13.30 | 11.89 | 12.19 | 11.40 | 29-Nov-13 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
3.74 | 4.52 | 21.41 | 27.08 | 11.56 | 15.41 | 16.35 | 15.46 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
2.96 | 10.67 | 17.02 | 8.39 | 12.02 | 6.65 | 12.53 | 8.02 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
5.54 | 6.10 | 23.77 | 14.00 | 23.62 | 11.43 | 6.71 | 10.29 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
1.13 | 4.45 | 15.80 | 2.94 | 10.74 | 8.94 | -- | 8.46 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
2.51 | 4.95 | 15.28 | 3.71 | 12.95 | 3.27 | -1.04 | 1.40 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
3.17 | 3.69 | 18.15 | 14.93 | 10.00 | 9.90 | -- | 11.13 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
0.40 | -0.03 | 14.16 | 7.63 | 4.28 | 7.69 | -- | -0.03 | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMNTR |
17.56 | 15.74 | 22.21 | 22.16 | 0.29 | 6.46 | -1.42 | -1.57 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
5.80 | -1.05 | 29.06 | 13.49 | 10.11 | 18.98 | -- | 7.93 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
3.99 | -5.24 | 29.71 | 0.22 | 1.64 | 17.16 | 15.53 | 30.16 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
5.87 | 4.54 | 17.51 | 18.94 | 18.35 | 18.50 | 17.68 | 21.15 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
5.01 | 1.10 | 9.60 | -1.02 | 11.12 | 8.61 | 9.04 | -4.13 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
6.21 | 3.61 | 19.66 | 10.85 | 14.72 | 11.95 | 15.64 | 3.31 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
5.45 | 5.21 | 20.46 | 16.83 | 16.36 | 16.58 | 14.88 | 16.31 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
3.05 | 9.51 | 22.05 | 15.82 | 8.05 | -- | -- | -- | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
5.67 | 6.36 | 15.68 | 8.51 | 12.08 | -- | -- | 10.08 | 25-Nov-14 |