| 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 | 3.70 | 5.10 | 11.90 | 23.42 | 10.91 | 8.30 | 9.59 | 8.86 | 8.57 |
| XIUSA04GJ4 | S&P/ASX 100 TR | 3.97 | 5.27 | 11.82 | 23.60 | 10.36 | 8.67 | 9.68 | 9.29 | 8.65 |
| XIUSA04GAS | S&P/ASX 200 TR AUD | 3.79 | 5.47 | 11.53 | 23.42 | 9.55 | 8.28 | 9.24 | 9.08 | 8.38 |
| XIUSA04GAU | S&P/ASX 300 TR | 3.68 | 5.48 | 11.34 | 23.22 | 9.12 | 8.20 | 9.19 | 9.08 | 8.28 |
| XIUSA04GJ6 | S&P/ASX All Ordinaries TR | 3.66 | 5.81 | 11.08 | 23.53 | 8.98 | 8.58 | 9.42 | 9.35 | 8.39 |
| XIUSA04GAR | S&P/ASX Small Ordinaries TR AUD | 1.32 | 7.29 | 7.28 | 19.88 | -0.08 | 4.60 | 5.31 | 7.66 | 4.89 |
| FOUSA06FZX | S&P/ASX Small Industrial TR | 3.92 | 7.20 | 12.09 | 25.52 | 0.55 | 3.66 | 5.29 | 7.27 | 5.49 |
| XIUSA04GWC | MSCI World Ex Australia NR AUD | 5.18 | 8.79 | 13.61 | 30.23 | 11.92 | 13.37 | 13.40 | 13.17 | 9.28 |
| F00000Q6UQ | MSCI World ex Australia NR Hdg AUD | 4.93 | 5.42 | 11.04 | 27.89 | 8.44 | 11.44 | 10.34 | 10.40 | 9.54 |
| XIUSA04GVV | MSCI Japan NR AUD | 1.20 | 0.17 | 3.66 | 15.45 | 6.53 | 6.11 | 6.48 | 9.04 | 5.45 |
| F00000SG8U | MSCI ACWI NR AUD | 4.31 | 8.08 | 12.83 | 28.36 | 10.76 | 12.20 | 12.26 | 12.27 | 8.93 |
| XIUSA04GW0 | MSCI EM NR AUD | -3.07 | 2.35 | 6.28 | 13.85 | 1.56 | 3.98 | 4.16 | 5.99 | 7.19 |
| FOUSA06RJP | Morningstar EM | |||||||||
| FOUSA06YKB | MSCI World Small Cap NR AUD | 7.04 | 9.92 | 13.44 | 28.32 | 6.88 | 9.30 | 9.33 | 11.10 | 9.01 |
| F00000WE2O | S&P 500 TR AUD | 6.45 | 11.60 | 17.47 | 36.28 | 14.63 | 16.64 | 16.94 | 16.48 | 11.66 |
| F00000V7MD | S&P 500 Hedged NR AUD | 5.81 | 6.80 | 14.14 | 31.59 | 8.55 | 12.76 | 11.73 | 11.61 | |
| XIUSA04GVV | MSCI Japan NR AUD | 1.20 | 0.17 | 3.66 | 15.45 | 6.53 | 6.11 | 6.48 | 9.04 | 5.45 |
| F00000UVFC | MSCI AC Asia EX Japan NR AUD | -2.76 | 4.21 | 8.42 | 17.78 | 1.64 | 4.66 | 4.63 | 7.16 | 8.04 |
| F00000PGXW | MSCI China NR AUD | -3.92 | 16.03 | 11.21 | 15.51 | -5.28 | -1.67 | -0.40 | 4.51 | 8.02 |
| F00000WA6Q | MSCI India NR AUD | 0.13 | -2.84 | 7.02 | 26.06 | 12.88 | 14.39 | 12.39 | 11.35 | 11.58 |
| FOUSA06MAS | Bloomberg AusBond Bank 0+Y TR AUD | 0.36 | 1.10 | 2.22 | 4.46 | 3.07 | 1.92 | 1.87 | 1.93 | 3.40 |
| FOUSA06MAT | Bloomberg AusBond Composite 0+Y TR AUD | 1.14 | -0.46 | 3.02 | 5.16 | -0.93 | -0.61 | 1.37 | 2.09 | 4.20 |
| F00000MP4I | Bloomberg AusBond Govt 0+Y TR AUD | 1.21 | -0.66 | 2.97 | 4.88 | -1.41 | -0.99 | 1.19 | 1.94 | 4.10 |
| FOUSA07XXC | Bloomberg AusBond Credit 0+Y TR AUD | 0.86 | 0.51 | 3.48 | 6.86 | 1.47 | 1.38 | 2.63 | 3.17 | 4.91 |
| FOUSA07XXD | Bloomberg AusBond Govt Infl 0+Y TR AUD | 1.34 | -0.65 | 2.21 | 4.87 | 0.02 | 0.68 | 2.40 | 2.61 | 4.67 |
| XIUSA04B3M | FTSE WGBI Hdg AUD | 1.18 | 0.60 | 4.20 | 5.27 | -3.00 | -1.11 | 0.58 | 1.64 | 4.56 |
| XIUSA04G7Z | Bloomberg Global Aggregate TR AUD | 0.89 | 2.72 | 6.07 | 6.51 | -1.12 | -0.68 | 1.92 | 3.05 | 2.94 |
| XIUSA04G7Y | Bloomberg Global Aggregate TR Hdg AUD | 1.16 | 0.70 | 4.42 | 6.23 | -1.75 | -0.34 | 1.06 | 2.01 | 4.72 |
| F00000WSE1 | Bloomberg Global Treasury TR Hdg AUD | 1.09 | 0.69 | 4.21 | 5.50 | -1.90 | -0.56 | 0.95 | 1.92 | 4.73 |
| F00000WYHM | Bloomberg Gbl Agg Corp TR Hdg AUD | 1.32 | 0.97 | 4.86 | 7.64 | -2.07 | -0.05 | 1.42 | 2.53 | 5.16 |
| F00000U52F | Bloomberg Multiverse TR Hdg AUD | |||||||||
| FOUSA08S3U | Bloomberg Global High Yield TR Hdg AUD | 1.29 | 2.85 | 6.96 | 13.82 | 2.82 | 2.95 | 3.04 | 4.52 | 7.54 |
| FOUSA07XUU | MorningstarAus BBG AuBd Cmp/BCGA TR HAUD | 1.15 | 0.12 | 3.72 | 5.70 | -1.33 | -0.47 | 1.22 | 2.06 | 4.47 |
| F00000JYPY | S&P Global Infrastructure NR AUD | 3.90 | 10.22 | 14.29 | 26.66 | 13.22 | 7.06 | 7.78 | 8.31 | 7.80 |
| FOUSA08PED | S&P Global Infrastructure NR Hdg AUD | 4.03 | 7.77 | 12.77 | 25.28 | 10.43 | 5.57 | 5.63 | 6.38 | |
| XIUSA04GAQ | S&P/ASX 200 A-REIT TR | 2.48 | 6.47 | 14.80 | 40.50 | 7.32 | 6.27 | 8.29 | 9.55 | 5.73 |
| XIUSA04GAT | S&P/ASX 300 A-REIT TR | 2.35 | 6.16 | 14.25 | 39.16 | 7.10 | 6.40 | 8.42 | 9.74 | 5.73 |
| FOUSA09LI8 | FTSE EPRA Nareit Developed NR AUD | 2.95 | 4.27 | 15.55 | 21.02 | 1.08 | 1.33 | 4.82 | 5.84 | |
| FOUSA09LZJ | FTSE EPRA Nareit Developed NR Hdg AUD | 2.63 | 1.21 | 12.88 | 18.82 | -1.66 | -0.13 | 2.28 | 3.82 | |
| F0000174LC | Morningstar AUS Con Tgt Alloc NR AUD | 1.19 | 0.67 | 3.74 | 6.86 | 1.00 | 1.02 | 2.23 | 2.75 | 4.47 |
| F0000174LE | Morningstar AUS Mod Tgt Alloc NR AUD | 1.78 | 1.76 | 5.73 | 10.85 | 2.27 | 2.80 | 3.91 | 4.37 | 5.47 |
| F0000174LD | Morningstar AUS Balance Tgt Alloc NR AUD | 2.42 | 2.92 | 7.48 | 14.92 | 4.06 | 4.79 | 5.72 | 6.12 | 6.62 |
| F0000174LF | Morningstar AUS Growth Tgt Alloc NR AUD | 2.98 | 4.07 | 9.17 | 18.84 | 6.08 | 6.76 | 7.51 | 7.77 | 7.54 |
| F0000174LB | Morningstar AUS Agg Tgt Alloc NR AUD | 3.58 | 5.32 | 10.87 | 23.14 | 8.15 | 8.88 | 9.35 | 9.51 | 8.55 |
| F00000UTTH | RBA Cash Rate | 0.36 | 1.11 | 2.24 | 4.52 | 3.14 | 1.97 | 1.81 | 1.82 | 3.28 |
| F00000WHBU | RBA Cash Rate + 5% | 0.77 | 2.35 | 4.76 | 9.75 | 8.30 | 7.07 | 6.90 | 6.91 | 8.44 |
| FOUSA07E9J | RBA Bank accepted Bills 90 Days | 0.36 | 1.08 | 2.19 | 4.39 | 3.21 | 1.98 | 1.90 | 1.93 | 3.34 |
| F00000UWCI | CPI | 0.23 | 0.54 | 1.02 | 2.88 | 4.99 | 3.81 | 3.23 | 2.75 | 2.75 |
| F00000XDHU | CPI + 1.0% | 0.31 | 0.79 | 1.52 | 3.91 | 6.04 | 4.84 | 4.26 | 3.78 | 3.77 |
| F00000USEO | CPI + 2.0% | 0.40 | 1.03 | 2.03 | 4.94 | 7.09 | 5.88 | 5.29 | 4.81 | 4.80 |
| F00000USEL | CPI + 3.0% | 0.48 | 1.28 | 2.53 | 5.97 | 8.14 | 6.92 | 6.33 | 5.83 | 5.83 |
| F00000USEI | CPI + 4.0% | 0.56 | 1.53 | 3.02 | 6.99 | 9.19 | 7.96 | 7.36 | 6.86 | 6.86 |
| F00000V356 | CPI + 5.0% | 0.64 | 1.77 | 3.52 | 8.02 | 10.24 | 9.00 | 8.39 | 7.89 | 7.88 |
Source: SQM Research, as at: Nov 2024