| 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 | 1.98 | 2.35 | 11.74 | 15.43 | 12.51 | 9.03 | 10.86 | 8.28 | 8.99 |
| XIUSA04GJ4 | S&P/ASX 100 TR | 1.83 | 2.48 | 11.27 | 13.67 | 12.22 | 9.56 | 11.24 | 8.37 | 9.09 |
| XIUSA04GAS | S&P/ASX 200 TR AUD | 1.84 | 2.37 | 10.53 | 12.47 | 11.88 | 9.50 | 10.97 | 8.15 | 8.82 |
| XIUSA04GAU | S&P/ASX 300 TR | 1.91 | 2.55 | 10.80 | 12.57 | 11.85 | 9.55 | 10.89 | 8.05 | 8.76 |
| XIUSA04GJ6 | S&P/ASX All Ordinaries TR | 2.13 | 2.82 | 10.87 | 12.08 | 11.73 | 9.69 | 11.01 | 8.17 | 8.77 |
| XIUSA04GAR | S&P/ASX Small Ordinaries TR AUD | 2.61 | 3.11 | 6.98 | 3.95 | 8.80 | 9.61 | 6.98 | 4.55 | 5.57 |
| FOUSA06FZX | S&P/ASX Small Industrial TR | 3.27 | 3.88 | 9.45 | 6.87 | 9.13 | 10.34 | 11.48 | 8.29 | |
| XIUSA04GWC | MSCI World Ex Australia NR AUD | 2.01 | 4.65 | 10.09 | 9.13 | 15.01 | 13.01 | 16.85 | 12.11 | 4.64 |
| F00000Q6UQ | MSCI World ex Australia Hdg NR AUD | 2.30 | 1.34 | 4.78 | 1.92 | 11.24 | 9.29 | 12.71 | 11.97 | 6.00 |
| XIUSA04GVV | MSCI Japan NR AUD | 3.93 | 7.31 | 9.72 | 2.24 | 10.78 | 11.26 | 15.12 | 8.38 | 1.52 |
| F00000SG8U | MSCI ACWI NR AUD | 2.00 | 4.02 | 9.10 | 8.76 | 14.42 | 12.35 | 15.77 | 11.30 | 4.73 |
| XIUSA04GW0 | MSCI EM NR AUD | 1.80 | -0.37 | 1.46 | 5.12 | 10.53 | 7.80 | 8.95 | 6.19 | |
| FOUSA06RJP | Morningstar EM | -0.04 | 1.38 | 5.31 | 11.17 | 4.31 | 5.01 | 4.26 | 6.32 | |
| FOUSA06YKB | MSCI World Small Cap NR AUD | 1.95 | 3.16 | 6.48 | 1.47 | 12.30 | 12.71 | 16.66 | 12.82 | 8.32 |
| F00000WE2O | S&P 500 TR AUD | 1.77 | 5.81 | 11.72 | 11.84 | 18.40 | 16.82 | 20.53 | 16.36 | 6.17 |
| F00000V7MD | S&P 500 Hedged NR AUD | 1.73 | 1.20 | 5.01 | 1.86 | 12.24 | 10.49 | |||
| XIUSA04GVV | MSCI Japan NR AUD | 3.93 | 7.31 | 9.72 | 2.24 | 10.78 | 11.26 | 15.12 | 8.38 | 1.52 |
| F00000UVFC | MSCI AC Asia EX Japan NR AUD | 1.56 | -0.64 | -0.08 | 3.59 | 10.89 | 9.80 | 11.65 | 8.40 | 6.45 |
| F00000PGXW | MSCI China NR AUD | -0.13 | -0.87 | -3.69 | 3.07 | 12.35 | 11.71 | 13.57 | 7.72 | |
| F00000WA6Q | MSCI India NR AUD | 2.97 | -1.32 | 0.40 | 12.36 | 11.11 | 9.39 | 12.24 | 6.93 | |
| FOUSA06MAS | Bloomberg AusBond Bank 0+Y TR AUD | 0.08 | 0.29 | 0.74 | 1.74 | 1.79 | 2.01 | 2.25 | 2.94 | 4.30 |
| FOUSA06MAT | Bloomberg AusBond Composite 0+Y TR AUD | -0.49 | 1.98 | 5.09 | 11.13 | 4.59 | 5.27 | 4.88 | 5.99 | 6.11 |
| F00000MP4I | Bloomberg AusBond Govt 0+Y TR AUD | -0.57 | 2.12 | 5.44 | 12.05 | 4.63 | 5.42 | 4.83 | 5.98 | 6.11 |
| FOUSA07XXC | Bloomberg AusBond Credit 0+Y TR AUD | -0.13 | 1.76 | 4.48 | 9.04 | 4.98 | 5.20 | 5.31 | 6.33 | 6.34 |
| FOUSA07XXD | Bloomberg AusBond Govt Infl 0+Y TR AUD | 0.08 | 2.21 | 6.06 | 11.72 | 4.72 | 5.06 | 4.26 | 6.70 | 6.62 |
| XIUSA04B3M | FTSE WGBI Hdg AUD | -0.69 | 2.83 | 5.77 | 10.96 | 3.64 | 5.16 | 5.36 | 6.32 | 7.08 |
| XIUSA04G7Z | BBgBarc Global Aggregate TR AUD | -1.12 | 4.79 | 9.57 | 15.43 | 5.96 | 7.45 | 7.66 | 5.13 | 4.19 |
| XIUSA04G7Y | BBgBarc Global Aggregate TR Hdg AUD | -0.56 | 2.34 | 5.08 | 9.81 | 3.66 | 4.96 | 5.14 | 6.46 | 7.18 |
| F00000WSE1 | BBgBarc Global Treasury TR Hdg AUD | -0.64 | 2.67 | 5.34 | 10.34 | 3.61 | 5.15 | 5.30 | 6.35 | 7.06 |
| F00000WYHM | BBgBarc Gbl Agg Corp TR Hdg AUD | -0.61 | 2.45 | 6.12 | 10.81 | 4.51 | 5.50 | 5.74 | 7.56 | |
| F00000U52F | BBgBarc Multiverse TR Hdg AUD | -0.50 | 2.23 | 4.99 | 9.68 | 3.80 | 5.05 | 5.26 | 6.62 | |
| FOUSA08S3U | BBgBarc Global High Yield TR Hdg AUD | 0.54 | -0.21 | 2.43 | 5.50 | 5.24 | 6.15 | 7.27 | 10.12 | |
| FOUSA07XUU | Morningstar Aus UBS Comp/BCGA TR Hdg AUD | -0.52 | 2.16 | 5.09 | 10.47 | 4.12 | 5.12 | 5.02 | 6.24 | 6.65 |
| F00000JYPY | S&P Global Infrastructure NR AUD | 2.01 | 4.42 | 10.92 | 21.73 | 11.59 | 10.41 | 14.14 | 9.78 | |
| FOUSA08PED | S&P Global Infrastructure NR Hdg AUD | 2.30 | 2.27 | 6.91 | 16.71 | 8.70 | 7.90 | 10.87 | 10.46 | |
| XIUSA04GAQ | S&P/ASX 200 A-REIT TR | -2.73 | 0.95 | 5.06 | 18.25 | 9.19 | 13.60 | 13.77 | 11.09 | 7.87 |
| XIUSA04GAT | S&P/ASX 300 A-REIT TR | -2.73 | 1.13 | 5.30 | 18.39 | 9.54 | 13.79 | 13.94 | 11.14 | 7.80 |
| FOUSA09LI8 | FTSE EPRA Nareit Developed NR AUD | 2.25 | 8.87 | 10.12 | 21.22 | |||||
| FOUSA09LZJ | FTSE EPRA Nareit Developed NR Hdg AUD | 2.56 | 5.64 | 5.14 | 13.47 | 6.80 | 9.96 | 10.68 | 12.53 | |
| XIUSA04GIY | Morningstar Aus Msec Conservative TR AUD | -0.05 | 1.74 | 4.33 | 7.90 | 4.82 | 5.08 | 5.61 | 5.85 | 6.15 |
| XIUSA04GIZ | Morningstar Aus Msec Moderate TR AUD | 0.23 | 2.06 | 5.28 | 8.77 | 6.10 | 6.23 | 6.81 | 6.54 | 6.36 |
| XIUSA04GJ0 | Morningstar Aus Msec Balanced TR AUD | 0.69 | 2.59 | 6.94 | 9.82 | 8.40 | 8.05 | 9.13 | 7.82 | 6.91 |
| XIUSA04GJ1 | Morningstar Aus Msec Growth TR AUD | 1.01 | 2.92 | 7.99 | 10.48 | 10.00 | 9.23 | 10.86 | 8.80 | 7.19 |
| XIUSA04GJ2 | Morningstar Aus Msec Aggressive TR AUD | 1.56 | 3.40 | 9.31 | 10.62 | 12.03 | 10.78 | 12.87 | 9.77 | 7.18 |
| F00000UTTH | RBA Cash Rate | 0.08 | 0.25 | 0.60 | 1.35 | 1.45 | 1.69 | 1.98 | 2.66 | 3.99 |
| F00000WHBU | RBA Cash Rate + 5% | 0.49 | 1.48 | 3.09 | 6.42 | 6.52 | 6.77 | 7.07 | 7.79 | 9.19 |
| FOUSA07E9J | RBA Bank accepted Bills 90 Days | 0.08 | 0.26 | 0.63 | 1.61 | 1.75 | 1.95 | 2.18 | 2.87 | 4.19 |
| F00000UWCI | CPI | 0.13 | 0.40 | 1.01 | 1.55 | 1.75 | 1.61 | 1.79 | 2.08 | 2.62 |
| F00000XDHU | CPI + 1.0% | 0.21 | 0.65 | 1.52 | 2.56 | 2.77 | 2.63 | 2.81 | 3.10 | 3.65 |
| F00000USEO | CPI + 2.0% | 0.30 | 0.89 | 2.02 | 3.58 | 3.79 | 3.64 | 3.82 | 4.12 | 4.67 |
| F00000USEL | CPI + 3.0% | 0.38 | 1.14 | 2.52 | 4.59 | 4.81 | 4.66 | 4.84 | 5.14 | 5.70 |
| F00000USEI | CPI + 4.0% | 0.46 | 1.39 | 3.01 | 5.61 | 5.82 | 5.68 | 5.86 | 6.16 | 6.73 |
| F00000V356 | CPI + 5.0% | 0.54 | 1.63 | 3.51 | 6.62 | 6.84 | 6.69 | 6.88 | 7.19 | 7.75 |
Source: SQM Research, as at: Sep 2019