Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Funds & Fund Managers

All calculations in fund's local currency
over :
 Average Total Return : 2.7% (31 July 2017 - 31 July 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 75

Trilogy Monthly Income Trust

AUD

7.3%

0.7

0.0%

2 of 75

Blue Quay High Income

AUD

6.9%

0.9

0%

3 of 75

Elstree Enhanced Income

AUD

4.8%

2.9

-2.1%

4 of 75

MCCA Income

AUD

4.7%

0.0

0%

5 of 75

Macquarie Wholesale-Inflation Linked Bond

AUD

4.0%

3.3

-1.2%

6 of 75

Yarra Enhanced Income (Direct)

AUD

3.9%

1.7

-0.8%

7 of 75

Perpetual Pure Credit Alpha

AUD

3.8%

1.5

-0.9%

8 of 75

Blue Quay Investment Grade Credit

AUD

3.7%

0.5

0%

9 of 75

EQT Wholesale Mortgage Income

AUD

3.7%

0.1

0%

10 of 75

Perpetual Credit Income

AUD

3.6%

1.0

-0.2%

11 of 75

Yarra Income Plus

AUD

3.5%

1.8

-1.0%

11 of 75

AG Australian Dollar Income Bond A MIncA AUD

AUD

3.5%

1.4

0.0%

13 of 75

Perpetual Active Fixed Interest

AUD

3.3%

1.9

-0.7%

14 of 75

BlackRock Enhanced Australian Bond

AUD

3.2%

1.9

-0.7%

15 of 75

CFS FC W Inv-FirstChoice W Defensive

AUD

3.2%

0.9

0%

16 of 75

PE Capital Y (Ordinary)

AUD

3.2%

1.0

-0.1%

17 of 75

Nikko AM Australian Bond Fund

AUD

3.2%

2.0

-0.8%

17 of 75

Aberdeen Australian Fixed Income

AUD

3.2%

1.9

-0.5%

19 of 75

Macquarie Wholesale-Core Australian Fixed Interest

AUD

3.2%

1.9

-0.7%

20 of 75

Legg Mason Western Asset Aust Bond Trust-A

AUD

3.2%

1.8

-0.7%

21 of 75

UBS Australian Bond

AUD

3.1%

1.9

-0.7%

22 of 75

Janus Henderson Australian Fixed Interest-Inst

AUD

3.1%

1.8

-0.7%

22 of 75

Perpetual W Active Fixed Interest Class A

AUD

3.1%

1.9

-0.7%

24 of 75

Perpetual W Diversified Income

AUD

3.1%

0.9

-0.2%

25 of 75

Aberdeen Active Index Income

AUD

3.1%

1.9

-0.7%

26 of 75

Pendal Enhanced Credit

AUD

3.0%

1.2

-0.3%

27 of 75

Pendal Fixed Interest

AUD

3.0%

2.1

-0.8%

27 of 75

AMP Capital Future Directions Australian Bond W/S

AUD

3.0%

2.4

-0.9%

29 of 75

The Trust Company Bond

AUD

3.0%

0.8

0%

30 of 75

Macquarie Australian Fixed Interest

AUD

3.0%

1.8

-0.7%

31 of 75

Schroder Fixed Income-Professional

AUD

2.9%

1.5

-0.4%

32 of 75

CC JCB Active Bond

AUD

2.9%

1.9

-0.7%

32 of 75

Pendal Government Bond

AUD

2.9%

2.1

-0.9%

34 of 75

AMP Capital Wholesale Australian Bond

AUD

2.9%

1.9

-0.8%

35 of 75

Janus Henderson Tactical Income

AUD

2.8%

0.4

0%

36 of 75

OptiMix Wholesale Trusts-Aus Fixed Interest B

AUD

2.7%

1.7

-0.6%

37 of 75

Schroder Fixed Income-Wholesale Class

AUD

2.7%

1.6

-0.5%

37 of 75

Advance Wholesale Aust Fixed Interest Multi-Blend

Currency exposure is hedged

Currency exposure is hedged

AUD

2.7%

1.9

-0.8%

37 of 75

PIMCO Australian Bond Institutional

AUD

2.7%

2.0

-0.8%

37 of 75

Franklin Australian Core Plus Bond Class I

AUD

2.7%

2.2

-0.8%

41 of 75

PIMCO Australian Bond-Wholesale

AUD

2.7%

2.0

-0.8%

42 of 75

Jamieson Coote Bonds Active

AUD

2.7%

1.9

-0.8%

42 of 75

Nikko AM Gl Umb Tr-Australian Bond A Dis

AUD

2.7%

2.0

-0.9%

42 of 75

Prime Value Cash Plus

AUD

2.7%

0.6

-0.1%

45 of 75

Perpetual W Dynamic Fixed Income

AUD

2.6%

0.6

0.0%

45 of 75

Pendal Sustainable Australian Fixed Interest

AUD

2.6%

1.9

-0.9%

47 of 75

AG Australian Dollar Government Bond A Acc AUD

AUD

2.6%

2.6

-1.1%

48 of 75

Russell Investments Australian Bond A

AUD

2.6%

1.9

-0.8%

49 of 75

Omega Core Australian Bond

AUD

2.5%

2.0

-0.9%

50 of 75

Australian Ethical Fixed Interest Fund Wholesale

AUD

2.5%

1.9

-0.9%

51 of 75

Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

2.4%

0.7

-0.1%

52 of 75

Realm High Income-Ordinary

AUD

2.4%

0.6

-0.1%

53 of 75

Altius Enhanced Cash

AUD

2.3%

0.4

0.0%

54 of 75

AIMS Commercial Mortgage-Retail

AUD

2.3%

0.2

0%

55 of 75

Commonwealth Investment Funds-Income

AUD

2.3%

1.6

-0.7%

56 of 75

Sandhurst Common-Sandhurst Select Mortgage

AUD

2.2%

0.0

0%

57 of 75

CFS FC W Inv-CFS W Australian Bond

AUD

2.0%

1.7

-0.7%

58 of 75

BT Investor Choice-Westpac Australian Bond

AUD

2.0%

1.8

-0.9%

59 of 75

AUI-Altius Bond

AUD

2.0%

0.8

-0.2%

60 of 75

Experts' Choice Diversified Interest Income

AUD

1.9%

1.2

-0.4%

61 of 75

AU Inv Strategic Fixed Interest-Wholesale Units

AUD

1.9%

0.9

-0.2%

62 of 75

Altius Sustainable Bond

AUD

1.9%

0.8

-0.3%

63 of 75

Mercer MM-Mercer Australian Sovereign Bond

AUD

1.8%

2.7

-1.2%

64 of 75

Macquarie Core Plus Australian Fixed Interest

AUD

1.7%

2.5

-1.3%

65 of 75

Advance Australian Fixed Interest Multi-Blend

Currency exposure is hedged

Currency exposure is hedged

AUD

1.5%

1.9

-1.0%

66 of 75

inveST Funds-inveST Diversified Income

AUD

1.5%

1.3

-0.6%

67 of 75

Australian Ethical Fixed Interest Fund

AUD

1.4%

1.9

-1.1%

68 of 75

AMP-Generations-AMP Diversified Credit

AUD

1.4%

0.3

-0.1%

69 of 75

Macquarie WP-Macquarie Income Plus

AUD

1.4%

1.0

-0.6%

70 of 75

Pendal Pure Alpha Fixed Income

AUD

1.0%

3.2

-1.5%

71 of 75

Perpetual Select Invest-Fixed Income

AUD

0.8%

0.8

-0.3%

72 of 75

Commonwealth Investment Funds-Bond

AUD

0.7%

2.4

-1.2%

73 of 75

ANZ Investment Bond-Cap Gtd Series 1

AUD

0.6%

0.0

0%

74 of 75

ANZ Investment Bond-Cap Gtd Series 2

AUD

0.3%

0.0

0%

75 of 75

ANZ Investment Bond-Cap Gtd Series 3

AUD

0.1%

0.0

0.0%

Funds with less than 12 months history are below. View 1 month performance

AMP Capital Advantage Corporate Bond

Fixed Income Strategy 1

GCI Australian Capital Stable

Perpetual Ethical SRI Credit

Realm Cash Plus-Ordinary

State Street Floating Rate

Show more funds
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.