Quarter-End Returns
As at COB 31 March 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 |
-22.40 | -27.25 | -26.01 | -18.53 | -1.05 | 2.97 | 6.31 | 5.07 | 29-Nov-13 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
-35.58 | -34.64 | -35.27 | -31.19 | -2.84 | 1.86 | 8.84 | 6.43 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
-31.03 | -30.66 | -36.22 | -26.38 | -10.35 | -5.20 | 4.39 | 0.51 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
-19.58 | -28.08 | -25.09 | -20.55 | 5.25 | 6.75 | 1.81 | 4.27 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-24.29 | -29.88 | -30.64 | -24.95 | -4.34 | 0.64 | 4.01 | 0.04 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
-22.72 | -26.98 | -25.32 | -19.04 | -1.54 | 3.68 | -6.38 | -2.75 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
-15.91 | -20.27 | -19.02 | -13.10 | 1.42 | 3.96 | 9.93 | 4.11 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
-23.21 | -28.49 | -28.27 | -23.25 | -3.93 | -1.17 | 7.33 | -23.14 | 26-Mar-07 |
| NYSE Arca Gold Miners Index GDMAUDNR |
-6.94 | -8.13 | -2.92 | 22.77 | 9.86 | 10.88 | -1.18 | -1.07 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
-1.08 | 12.17 | 19.45 | 16.45 | 11.05 | 5.58 | 14.28 | 40.15 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
-2.59 | 0.05 | 6.22 | 6.13 | 10.89 | 1.66 | -- | 8.08 | 08-Apr-05 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
-8.04 | -8.34 | -2.62 | 10.60 | 15.29 | 14.70 | 16.74 | 19.82 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
-10.71 | -12.97 | -5.83 | -3.29 | 4.83 | 3.77 | 5.89 | -4.75 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
-8.77 | -15.42 | -6.71 | -1.35 | 7.74 | 8.41 | 12.33 | -1.58 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
-3.51 | -2.54 | 4.28 | 15.87 | 16.46 | 12.71 | 14.97 | 15.95 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
-20.88 | -22.31 | -20.93 | -12.77 | -1.45 | -- | -- | -0.05 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
-5.49 | -4.81 | -0.01 | 11.85 | 10.75 | 8.13 | -- | 8.92 | 25-Nov-14 |