Quarter-End Returns
As at COB 30 June 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 |
2.17 | 22.15 | -11.13 | -7.16 | 5.39 | 8.33 | 9.66 | 8.23 | 29-Nov-13 |
| Australian Equity Income | |||||||||
| Morningstar Australia Dividend Yield Focus Index MSDIADFA |
1.65 | 17.43 | -7.31 | 1.13 | 6.17 | 5.20 | -- | -- | 19-Jun-15 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
-1.29 | 19.53 | -21.88 | -21.31 | 4.06 | 6.12 | 10.93 | 9.05 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
5.72 | 15.13 | -20.17 | -23.41 | -4.08 | -0.84 | 7.72 | 2.62 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
1.43 | 28.25 | -7.77 | -3.96 | 14.68 | 12.73 | 5.62 | 8.04 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-0.25 | 24.81 | -12.48 | -10.32 | 3.23 | 6.52 | -- | 4.49 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
4.23 | 30.31 | -4.85 | 0.52 | 6.05 | 9.72 | -2.99 | 1.27 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
-3.15 | 7.87 | -14.00 | -9.60 | 2.69 | -- | -- | 5.76 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
2.17 | 8.64 | -22.31 | -16.60 | -1.81 | 2.26 | 8.72 | -13.49 | 26-Mar-07 |
| MarketGrader Developed Markets Health Care Net Return AUD Index MGHCAUNR |
-2.32 | 8.15 | 15.53 | 31.02 | 22.02 | 17.22 | 20.99 | -- | 14-Aug-20 |
| NYSE Arca Gold Miners Index GDMAUDNR |
2.57 | 38.48 | 27.22 | 46.89 | 23.92 | 19.27 | -0.41 | 1.26 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
10.15 | 14.87 | 28.85 | 41.17 | 15.49 | 4.81 | 16.33 | 44.88 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
4.09 | 1.41 | 1.46 | 8.78 | 8.63 | 0.09 | -- | 8.02 | 08-Apr-05 |
| Morningstar Developed Markets ex-Australia Wide Moat Focus Index™ MSDIWFNA |
-2.17 | 7.05 | -0.35 | 10.94 | 15.05 | 13.39 | 15.65 | -- | 31-Dec-07 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
-3.29 | 5.91 | -2.93 | 12.04 | 15.68 | 15.89 | 17.91 | 20.00 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
2.20 | 3.42 | -9.99 | -1.06 | -- | -- | -- | -2.76 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
1.52 | 18.33 | 0.09 | 12.67 | 12.69 | 12.27 | 15.46 | 12.64 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
-1.90 | 6.30 | 3.60 | 17.07 | 17.44 | 14.25 | 16.11 | 16.44 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
-0.51 | 16.86 | -9.21 | -6.92 | 5.63 | -- | -- | 3.75 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
0.20 | 4.45 | -0.57 | 9.83 | 10.23 | 8.82 | -- | 9.97 | 25-Nov-14 |
| Thematic | |||||||||
| MVIS Global Video Gaming and eSports Index MVESPOAT |
5.98 | 19.06 | 38.35 | 59.58 | 31.53 | 35.58 | -- | -- | 14-Aug-20 |