| MSID | Periodic Returns | 1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | 7 yr | 10 yr | 20 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| XIUSA04GJ7 | S&P/ASX 50 TR AUD | 2.80 | 13.69 | -11.70 | -9.22 | 4.99 | 5.16 | 6.86 | 7.71 | 7.19 |
| XIUSA04GJ4 | S&P/ASX 100 TR | 3.02 | 15.98 | -10.70 | -7.84 | 5.17 | 5.85 | 7.49 | 7.99 | |
| XIUSA04GAS | S&P/ASX 200 TR AUD | 2.61 | 16.48 | -10.42 | -7.68 | 5.19 | 5.95 | 7.48 | 7.80 | 7.38 |
| XIUSA04GAU | S&P/ASX 300 TR | 2.43 | 16.79 | -10.55 | -7.61 | 5.24 | 6.00 | 7.48 | 7.71 | 7.33 |
| XIUSA04GJ6 | S&P/ASX All Ordinaries TR | 2.34 | 17.75 | -10.42 | -7.21 | 5.43 | 6.22 | 7.70 | 7.78 | 7.42 |
| XIUSA04GAR | S&P/ASX Small Ordinaries TR AUD | -1.95 | 23.90 | -9.21 | -5.67 | 6.10 | 7.90 | 7.52 | 4.57 | 5.38 |
| FOUSA06FZX | S&P/ASX Small Industrial TR | -2.29 | 20.79 | -11.68 | -7.43 | 5.23 | 7.23 | 8.03 | 8.47 | |
| XIUSA04GWC | MSCI World Ex Australia NR AUD | -1.12 | 5.94 | -3.60 | 5.18 | 10.76 | 9.37 | 13.04 | 12.36 | 3.56 |
| F00000Q6UQ | MSCI World ex Australia Hdg NR AUD | 2.29 | 17.82 | -7.01 | 1.30 | 6.25 | 7.35 | 10.18 | 12.07 | 5.17 |
| XIUSA04GVV | MSCI Japan NR AUD | -3.60 | -0.78 | -5.17 | 5.09 | 6.74 | 5.75 | 9.39 | 8.28 | 0.54 |
| F00000SG8U | MSCI ACWI NR AUD | -0.51 | 5.98 | -4.29 | 4.07 | 10.03 | 8.82 | 12.28 | 11.41 | 3.62 |
| XIUSA04GW0 | MSCI EM NR AUD | 3.50 | 4.97 | -7.89 | -1.53 | 5.63 | 5.15 | 7.51 | 5.40 | |
| FOUSA06RJP | Morningstar EM | 2.43 | 10.24 | -0.65 | 2.87 | 4.07 | 5.12 | 5.05 | 5.74 | |
| FOUSA06YKB | MSCI World Small Cap NR AUD | -1.11 | 10.75 | -11.04 | -3.36 | 5.66 | 6.58 | 11.33 | 11.71 | 6.72 |
| F00000WE2O | S&P 500 TR AUD | -1.67 | 7.16 | -1.05 | 9.57 | 14.79 | 13.26 | 16.83 | 16.38 | 5.21 |
| F00000V7MD | S&P 500 Hedged NR AUD | 1.86 | 19.46 | -5.60 | 3.69 | 8.42 | 9.46 | |||
| XIUSA04GVV | MSCI Japan NR AUD | -3.60 | -0.78 | -5.17 | 5.09 | 6.74 | 5.75 | 9.39 | 8.28 | 0.54 |
| F00000UVFC | MSCI AC Asia EX Japan NR AUD | 4.48 | 3.75 | -2.74 | 3.65 | 7.41 | 6.73 | 10.35 | 8.10 | 5.90 |
| F00000PGXW | MSCI China NR AUD | 5.07 | 2.49 | 5.69 | 15.30 | 12.53 | 7.66 | 13.87 | 8.57 | |
| F00000WA6Q | MSCI India NR AUD | 2.96 | 7.19 | -15.21 | -15.45 | 2.03 | 3.16 | 9.02 | 3.79 | |
| FOUSA06MAS | Bloomberg AusBond Bank 0+Y TR AUD | 0.01 | 0.06 | 0.32 | 0.85 | 1.53 | 1.73 | 1.99 | 2.68 | 4.11 |
| FOUSA06MAT | Bloomberg AusBond Composite 0+Y TR AUD | 0.31 | 0.53 | 3.53 | 4.18 | 5.57 | 4.77 | 5.08 | 5.60 | 5.99 |
| F00000MP4I | Bloomberg AusBond Govt 0+Y TR AUD | 0.24 | 0.26 | 3.84 | 4.33 | 5.81 | 4.89 | 5.16 | 5.59 | 5.98 |
| FOUSA07XXC | Bloomberg AusBond Credit 0+Y TR AUD | 0.72 | 1.58 | 2.34 | 3.75 | 5.18 | 4.74 | 5.11 | 5.89 | 6.20 |
| FOUSA07XXD | Bloomberg AusBond Govt Infl 0+Y TR AUD | 1.49 | 3.76 | 1.54 | 2.64 | 5.11 | 3.98 | 4.98 | 5.90 | 6.29 |
| XIUSA04B3M | FTSE WGBI Hdg AUD | 0.28 | 0.97 | 4.93 | 6.08 | 5.21 | 5.00 | 5.51 | 6.00 | 7.00 |
| XIUSA04G7Z | BBgBarc Global Aggregate TR AUD | -2.73 | -8.15 | 5.14 | 6.23 | 7.60 | 5.86 | 6.75 | 4.93 | 3.88 |
| XIUSA04G7Y | BBgBarc Global Aggregate TR Hdg AUD | 0.48 | 2.26 | 3.57 | 5.18 | 4.73 | 4.76 | 5.30 | 6.01 | 7.13 |
| F00000WSE1 | BBgBarc Global Treasury TR Hdg AUD | 0.10 | 0.80 | 4.14 | 5.31 | 4.91 | 4.85 | 5.38 | 5.96 | 6.96 |
| F00000WYHM | BBgBarc Gbl Agg Corp TR Hdg AUD | 1.75 | 7.45 | 2.57 | 5.63 | 5.05 | 5.53 | 5.96 | 6.95 | |
| F00000U52F | BBgBarc Multiverse TR Hdg AUD | 0.55 | 2.64 | 3.19 | 4.85 | 4.65 | 4.82 | 5.36 | 6.12 | |
| FOUSA08S3U | BBgBarc Global High Yield TR Hdg AUD | 2.07 | 11.43 | -5.87 | -3.56 | 1.77 | 4.74 | 5.78 | 8.35 | |
| FOUSA07XUU | Morningstar Aus UBS Comp/BCGA TR Hdg AUD | 0.40 | 1.39 | 3.56 | 4.69 | 5.16 | 4.77 | 5.20 | 5.81 | 6.56 |
| F00000JYPY | S&P Global Infrastructure NR AUD | -4.87 | 1.01 | -17.99 | -13.82 | 1.80 | 3.96 | 8.42 | 8.18 | |
| FOUSA08PED | S&P Global Infrastructure NR Hdg AUD | -2.08 | 10.68 | -20.40 | -16.25 | -1.36 | 2.57 | 6.43 | 8.30 | |
| XIUSA04GAQ | S&P/ASX 200 A-REIT TR | -1.43 | 19.92 | -21.29 | -21.33 | 2.00 | 4.38 | 7.46 | 9.22 | 6.03 |
| XIUSA04GAT | S&P/ASX 300 A-REIT TR | -1.22 | 20.22 | -21.02 | -20.71 | 2.33 | 4.73 | 7.71 | 9.37 | 6.05 |
| FOUSA09LI8 | FTSE EPRA Nareit Developed NR AUD | -1.11 | -2.15 | -19.68 | -14.64 | 2.00 | ||||
| FOUSA09LZJ | FTSE EPRA Nareit Developed NR Hdg AUD | 2.17 | 8.59 | -22.50 | -17.63 | -1.89 | 2.58 | 5.18 | 8.98 | |
| XIUSA04GIY | Morningstar Aus Msec Conservative TR AUD | 0.31 | 2.70 | 0.73 | 2.29 | 4.50 | 4.19 | 4.97 | 5.58 | 5.86 |
| XIUSA04GIZ | Morningstar Aus Msec Moderate TR AUD | 0.31 | 3.95 | -0.66 | 1.58 | 5.12 | 4.90 | 5.79 | 6.28 | 5.91 |
| XIUSA04GJ0 | Morningstar Aus Msec Balanced TR AUD | 0.38 | 6.34 | -2.65 | 0.70 | 6.18 | 5.92 | 7.36 | 7.66 | 6.20 |
| XIUSA04GJ1 | Morningstar Aus Msec Growth TR AUD | 0.42 | 8.41 | -4.76 | -0.65 | 6.66 | 6.46 | 8.33 | 8.63 | 6.29 |
| XIUSA04GJ2 | Morningstar Aus Msec Aggressive TR AUD | 0.41 | 9.74 | -6.11 | -0.86 | 7.52 | 7.36 | 9.71 | 9.71 | 6.10 |
| F00000UTTH | RBA Cash Rate | 0.02 | 0.06 | 0.21 | 0.65 | 1.21 | 1.42 | 1.71 | 2.40 | 3.81 |
| F00000WHBU | RBA Cash Rate + 5% | 0.43 | 1.29 | 2.68 | 5.68 | 6.27 | 6.49 | 6.80 | 7.52 | 9.00 |
| FOUSA07E9J | RBA Bank accepted Bills 90 Days | 0.01 | 0.03 | 0.22 | 0.71 | 1.46 | 1.67 | 1.93 | 2.59 | 3.99 |
| F00000UWCI | CPI | 0.18 | 0.54 | 0.89 | 2.12 | 1.93 | 1.75 | 1.89 | 2.04 | 2.60 |
| F00000XDHU | CPI + 1.0% | 0.26 | 0.79 | 1.39 | 3.14 | 2.95 | 2.77 | 2.91 | 3.06 | 3.62 |
| F00000USEO | CPI + 2.0% | 0.35 | 1.04 | 1.89 | 4.16 | 3.97 | 3.78 | 3.93 | 4.08 | 4.65 |
| F00000USEL | CPI + 3.0% | 0.43 | 1.29 | 2.39 | 5.18 | 4.99 | 4.80 | 4.95 | 5.10 | 5.68 |
| F00000USEI | CPI + 4.0% | 0.51 | 1.53 | 2.89 | 6.21 | 6.01 | 5.82 | 5.97 | 6.12 | 6.70 |
| F00000V356 | CPI + 5.0% | 0.59 | 1.78 | 3.38 | 7.23 | 7.03 | 6.84 | 6.99 | 7.14 | 7.73 |
Source: SQM Research, as at: Jun 2020