| 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 | 3.26 | 4.91 | 9.72 | 28.18 | 12.80 | 9.42 | 10.76 | 8.59 | 8.76 |
| XIUSA04GJ4 | S&P/ASX 100 TR | 3.38 | 4.88 | 9.75 | 27.23 | 12.84 | 9.91 | 11.13 | 8.73 | 8.90 |
| XIUSA04GAS | S&P/ASX 200 TR AUD | 3.28 | 4.80 | 9.24 | 25.98 | 12.66 | 9.90 | 10.88 | 8.50 | 8.64 |
| XIUSA04GAU | S&P/ASX 300 TR | 3.18 | 4.75 | 9.25 | 26.04 | 12.67 | 9.96 | 10.81 | 8.38 | 8.57 |
| XIUSA04GJ6 | S&P/ASX All Ordinaries TR | 3.07 | 4.88 | 9.21 | 25.89 | 12.64 | 10.13 | 10.92 | 8.46 | 8.58 |
| XIUSA04GAR | S&P/ASX Small Ordinaries TR AUD | 1.56 | 3.68 | 5.14 | 16.62 | 11.39 | 10.81 | 7.31 | 4.60 | 5.36 |
| FOUSA06FZX | S&P/ASX Small Industrial TR | 2.84 | 5.67 | 6.76 | 21.36 | 12.38 | 11.00 | 11.52 | 8.79 | |
| XIUSA04GWC | MSCI World Ex Australia NR AUD | 4.74 | 7.28 | 15.85 | 23.58 | 15.78 | 12.97 | 17.67 | 12.84 | 4.36 |
| F00000Q6UQ | MSCI World ex Australia Hdg NR AUD | 3.17 | 7.49 | 12.76 | 13.64 | 12.26 | 9.37 | 13.28 | 12.38 | 5.79 |
| XIUSA04GVV | MSCI Japan NR AUD | 2.43 | 9.27 | 15.56 | 18.05 | 11.76 | 12.04 | 15.93 | 9.72 | 1.22 |
| F00000SG8U | MSCI ACWI NR AUD | 4.34 | 7.04 | 14.83 | 22.73 | 15.29 | 12.35 | 16.53 | 11.97 | 4.43 |
| XIUSA04GW0 | MSCI EM NR AUD | 1.72 | 5.64 | 8.45 | 15.82 | 12.26 | 8.03 | 9.47 | 6.51 | |
| FOUSA06RJP | Morningstar EM | -0.01 | 0.49 | 4.82 | 13.66 | 5.98 | 4.90 | 4.02 | 6.19 | |
| FOUSA06YKB | MSCI World Small Cap NR AUD | 5.15 | 7.85 | 14.00 | 19.49 | 12.96 | 12.94 | 17.58 | 14.06 | 8.32 |
| F00000WE2O | S&P 500 TR AUD | 5.55 | 7.43 | 18.06 | 25.35 | 18.37 | 16.32 | 21.75 | 16.96 | 5.89 |
| F00000V7MD | S&P 500 Hedged NR AUD | 3.54 | 7.41 | 14.14 | 13.57 | 13.56 | 10.48 | |||
| XIUSA04GVV | MSCI Japan NR AUD | 2.43 | 9.27 | 15.56 | 18.05 | 11.76 | 12.04 | 15.93 | 9.72 | 1.22 |
| F00000UVFC | MSCI AC Asia EX Japan NR AUD | 2.11 | 6.14 | 9.27 | 16.38 | 12.89 | 9.73 | 12.01 | 9.05 | 5.89 |
| F00000PGXW | MSCI China NR AUD | 3.67 | 5.45 | 11.64 | 15.59 | 14.27 | 11.08 | 13.30 | 7.76 | |
| F00000WA6Q | MSCI India NR AUD | 1.28 | 6.51 | 0.51 | 14.25 | 14.15 | 8.40 | 12.75 | 7.25 | |
| FOUSA06MAS | Bloomberg AusBond Bank 0+Y TR AUD | 0.08 | 0.25 | 0.58 | 1.58 | 1.75 | 1.95 | 2.19 | 2.90 | 4.26 |
| FOUSA06MAT | Bloomberg AusBond Composite 0+Y TR AUD | 0.82 | -0.16 | 3.37 | 10.69 | 5.66 | 4.87 | 4.92 | 5.88 | 6.16 |
| F00000MP4I | Bloomberg AusBond Govt 0+Y TR AUD | 0.86 | -0.29 | 3.55 | 11.51 | 5.85 | 4.95 | 4.92 | 5.86 | 6.16 |
| FOUSA07XXC | Bloomberg AusBond Credit 0+Y TR AUD | 0.72 | 0.34 | 3.16 | 8.95 | 5.59 | 5.00 | 5.24 | 6.22 | 6.38 |
| FOUSA07XXD | Bloomberg AusBond Govt Infl 0+Y TR AUD | 1.64 | 1.29 | 3.28 | 12.45 | 6.14 | 4.57 | 4.48 | 6.48 | 6.67 |
| XIUSA04B3M | FTSE WGBI Hdg AUD | -0.50 | -1.71 | 3.13 | 9.14 | 4.29 | 4.47 | 5.00 | 6.07 | 7.00 |
| XIUSA04G7Z | BBgBarc Global Aggregate TR AUD | 1.08 | -1.50 | 5.35 | 17.00 | 7.01 | 6.91 | 7.67 | 5.16 | 4.09 |
| XIUSA04G7Y | BBgBarc Global Aggregate TR Hdg AUD | -0.20 | -1.03 | 3.16 | 9.04 | 4.37 | 4.42 | 4.87 | 6.23 | 7.13 |
| F00000WSE1 | BBgBarc Global Treasury TR Hdg AUD | -0.41 | -1.61 | 2.92 | 8.51 | 4.20 | 4.47 | 4.96 | 6.10 | 6.98 |
| F00000WYHM | BBgBarc Gbl Agg Corp TR Hdg AUD | 0.08 | -0.25 | 4.87 | 12.48 | 5.61 | 5.16 | 5.50 | 7.34 | |
| F00000U52F | BBgBarc Multiverse TR Hdg AUD | -0.19 | -0.94 | 3.17 | 9.05 | 4.50 | 4.54 | 4.99 | 6.38 | |
| FOUSA08S3U | BBgBarc Global High Yield TR Hdg AUD | 0.20 | 1.05 | 3.05 | 8.53 | 5.70 | 6.12 | 6.91 | 9.84 | |
| FOUSA07XUU | Morningstar Aus UBS Comp/BCGA TR Hdg AUD | 0.31 | -0.60 | 3.27 | 9.87 | 5.02 | 4.65 | 4.90 | 6.06 | 6.65 |
| F00000JYPY | S&P Global Infrastructure NR AUD | 0.98 | 2.36 | 8.97 | 26.09 | 13.07 | 9.57 | 14.24 | 9.94 | |
| FOUSA08PED | S&P Global Infrastructure NR Hdg AUD | -0.29 | 2.39 | 6.56 | 18.46 | 10.38 | 7.21 | 10.79 | 10.34 | |
| XIUSA04GAQ | S&P/ASX 200 A-REIT TR | 2.31 | 0.75 | 8.97 | 26.97 | 13.21 | 12.93 | 13.72 | 12.43 | 8.18 |
| XIUSA04GAT | S&P/ASX 300 A-REIT TR | 2.26 | 0.84 | 9.20 | 27.02 | 13.58 | 13.17 | 13.89 | 12.49 | 8.12 |
| FOUSA09LI8 | FTSE EPRA Nareit Developed NR AUD | 0.61 | 3.22 | 10.21 | 23.68 | |||||
| FOUSA09LZJ | FTSE EPRA Nareit Developed NR Hdg AUD | -0.90 | 3.47 | 7.51 | 14.15 | 9.73 | 7.91 | 10.59 | 12.69 | |
| XIUSA04GIY | Morningstar Aus Msec Conservative TR AUD | 0.72 | 0.53 | 3.65 | 9.40 | 5.47 | 4.83 | 5.56 | 5.84 | 6.14 |
| XIUSA04GIZ | Morningstar Aus Msec Moderate TR AUD | 1.26 | 1.40 | 5.10 | 12.02 | 6.91 | 6.02 | 6.83 | 6.63 | 6.32 |
| XIUSA04GJ0 | Morningstar Aus Msec Balanced TR AUD | 2.05 | 2.72 | 7.41 | 16.19 | 9.29 | 7.91 | 9.23 | 8.06 | 6.82 |
| XIUSA04GJ1 | Morningstar Aus Msec Growth TR AUD | 2.64 | 3.73 | 9.13 | 19.30 | 11.02 | 9.16 | 11.02 | 9.16 | 7.08 |
| XIUSA04GJ2 | Morningstar Aus Msec Aggressive TR AUD | 3.41 | 5.14 | 11.30 | 22.39 | 12.97 | 10.80 | 13.14 | 10.26 | 7.02 |
| F00000UTTH | RBA Cash Rate | 0.06 | 0.21 | 0.48 | 1.23 | 1.41 | 1.63 | 1.92 | 2.61 | 3.96 |
| F00000WHBU | RBA Cash Rate + 5% | 0.47 | 1.44 | 2.96 | 6.29 | 6.48 | 6.71 | 7.01 | 7.74 | 9.16 |
| FOUSA07E9J | RBA Bank accepted Bills 90 Days | 0.07 | 0.23 | 0.51 | 1.43 | 1.70 | 1.88 | 2.13 | 2.82 | 4.15 |
| F00000UWCI | CPI | 0.14 | 0.45 | 1.01 | 1.60 | 1.77 | 1.67 | 1.83 | 2.09 | 2.62 |
| F00000XDHU | CPI + 1.0% | 0.22 | 0.70 | 1.51 | 2.61 | 2.78 | 2.68 | 2.85 | 3.11 | 3.65 |
| F00000USEO | CPI + 2.0% | 0.30 | 0.95 | 2.01 | 3.63 | 3.80 | 3.70 | 3.87 | 4.13 | 4.67 |
| F00000USEL | CPI + 3.0% | 0.39 | 1.20 | 2.51 | 4.65 | 4.82 | 4.72 | 4.88 | 5.15 | 5.70 |
| F00000USEI | CPI + 4.0% | 0.47 | 1.44 | 3.01 | 5.66 | 5.84 | 5.73 | 5.90 | 6.17 | 6.73 |
| F00000V356 | CPI + 5.0% | 0.55 | 1.68 | 3.50 | 6.68 | 6.85 | 6.75 | 6.92 | 7.19 | 7.75 |
Source: SQM Research, as at: Nov 2019