Quarter-End Returns
As at COB 31 March 2021
| 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 |
1.78 | 2.09 | 16.46 | 42.82 | 8.82 | 10.53 | 9.66 | 9.73 | 29-Nov-13 |
| Australian Equity Income | |||||||||
| Morningstar Australia Dividend Yield Focus Index MSDIADFA |
6.11 | 1.79 | 10.45 | 26.83 | 9.02 | 7.86 | -- | 8.48 | 19-Jun-15 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
6.10 | -0.70 | 13.44 | 43.81 | 9.87 | 7.52 | 11.97 | 10.81 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
5.47 | 16.56 | 46.99 | 61.62 | 7.58 | 9.09 | 10.07 | 7.11 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
-2.23 | -1.18 | 13.53 | 43.23 | 11.62 | 17.67 | 4.26 | 8.80 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
3.27 | 1.71 | 10.20 | 48.43 | 6.03 | 8.52 | -- | 7.02 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
2.69 | 0.17 | 17.09 | 60.44 | 10.55 | 16.98 | -- | 4.00 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
7.77 | 4.57 | 10.16 | 20.76 | 7.25 | -- | -- | 7.29 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
3.88 | 6.80 | 17.98 | 29.50 | 4.90 | 3.36 | 7.88 | -0.30 | 26-Mar-07 |
| MarketGrader Developed Markets Health Care Net Return AUD Index MGHCAUNR |
2.89 | -1.19 | -0.60 | 9.70 | 15.96 | 18.44 | 20.89 | 2.63 | 14-Aug-20 |
| NYSE Arca Gold Miners Index GDMAUDNR |
5.18 | -8.86 | -21.69 | 11.78 | 15.16 | 11.33 | -2.04 | -0.25 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
0.23 | -1.47 | -6.01 | 12.87 | 9.74 | 8.79 | 14.83 | 28.02 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
-4.43 | -1.65 | 10.31 | 23.49 | 10.26 | 11.79 | 10.16 | 9.46 | 08-Apr-05 |
| Morningstar Developed Markets ex-Australia Wide Moat Focus Index™ MSDIWFNA |
6.68 | 7.09 | 9.91 | 20.62 | 15.46 | 16.63 | 16.35 | 12.12 | 31-Dec-07 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
7.60 | 13.07 | 20.87 | 28.48 | 20.89 | 19.76 | 19.67 | 20.76 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
3.07 | 6.60 | 13.53 | 24.69 | -- | -- | -- | 4.28 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
4.65 | 3.93 | 12.94 | 44.04 | 16.34 | 15.80 | 15.19 | 18.76 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
5.60 | 4.30 | 7.02 | 19.44 | 17.62 | 16.32 | 17.14 | 16.48 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
3.38 | 1.37 | 11.47 | 33.60 | 9.89 | -- | -- | 6.01 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
5.69 | 5.61 | 10.02 | 16.82 | 11.49 | 12.08 | -- | 11.44 | 25-Nov-14 |
| Thematic | |||||||||
| MVIS Global Video Gaming and eSports Index MVESPOAT |
-3.78 | -1.41 | 4.92 | 42.06 | 30.94 | 37.17 | -- | 10.61 | 14-Aug-20 |