Quarter-End Returns
As at COB 31 December 2020
| Australian Equity Indices | 1 month % |
3 months % |
6 months % |
1 yr % |
3 yrs % p.a. |
5 yrs % p.a. |
10 yrs % p.a. |
Since inception |
Base Date |
|---|---|---|---|---|---|---|---|---|---|
| Australian Broad Based | |||||||||
| MVIS Australia Equal Weight Index MVMVWTRG |
0.64 | 14.08 | 14.53 | 1.78 | 6.77 | 10.87 | 9.70 | 9.76 | 29-Nov-13 |
| Australian Equity Income | |||||||||
| Morningstar Australia Dividend Yield Focus Index MSDIADFA |
0.70 | 8.51 | 6.11 | -1.65 | 5.81 | 7.59 | -- | 6.58 | 19-Jun-15 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
0.24 | 14.24 | 21.16 | -5.35 | 7.43 | 8.85 | 12.56 | 11.31 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
-0.09 | 26.11 | 20.43 | -3.86 | 0.34 | 2.92 | 8.92 | 5.11 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
4.70 | 14.88 | 13.02 | 4.23 | 10.65 | 19.43 | 4.81 | 9.29 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
2.05 | 8.35 | 16.93 | 2.34 | 4.81 | 8.76 | -- | 7.02 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
3.37 | 16.89 | 22.92 | 16.96 | 9.68 | 19.39 | -4.23 | 4.12 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
-0.29 | 5.35 | 7.06 | -7.93 | 3.90 | -- | -- | 6.67 | 31-Dec-09 |
| FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged TRAHRA |
3.00 | 10.47 | 11.62 | -13.29 | 0.58 | 2.92 | 7.76 | -4.00 | 26-Mar-07 |
| MarketGrader Developed Markets Health Care Net Return AUD Index MGHCAUNR |
-0.31 | 0.59 | 2.66 | 18.60 | 20.26 | 16.50 | 21.75 | 3.86 | 14-Aug-20 |
| NYSE Arca Gold Miners Index GDMAUDNR |
-0.15 | -14.07 | -11.44 | 12.67 | 17.28 | 21.02 | -1.43 | 0.38 | 01-Oct-04 |
| International | |||||||||
| CSI MarketGrader China New Economy Index CSIN1086 |
-2.01 | -4.60 | -0.28 | 28.49 | 12.92 | 4.83 | 14.27 | 32.62 | 31-Dec-07 |
| FTSE China A50 Net Tax AUD Index XINA50AN |
2.54 | 12.16 | 23.67 | 25.62 | 11.72 | 8.20 | 10.64 | 9.88 | 08-Apr-05 |
| Morningstar Developed Markets ex-Australia Wide Moat Focus Index™ MSDIWFNA |
-2.07 | 2.63 | 5.22 | 4.85 | 14.09 | 13.86 | 16.39 | 4.70 | 31-Dec-07 |
| Morningstar® Wide Moat Focus NR AUD MWMFNAUD |
-1.66 | 6.90 | 7.29 | 4.14 | 15.92 | 17.03 | 18.94 | 19.70 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
2.87 | 6.50 | 13.10 | 1.80 | -- | -- | -- | 2.26 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
3.00 | 8.68 | 17.13 | 17.24 | 14.48 | 15.10 | 15.22 | 19.02 | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
-1.00 | 2.60 | 7.73 | 11.61 | 16.70 | 14.39 | 16.99 | 16.40 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI Australia IMI Select SRI Screened Index GA726304 |
0.48 | 9.97 | 12.78 | 2.40 | 7.42 | -- | -- | 6.03 | 31-Jan-02 |
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
-1.14 | 4.17 | 5.90 | 5.29 | 9.61 | 9.46 | -- | 10.34 | 25-Nov-14 |
| Thematic | |||||||||
| MVIS Global Video Gaming and eSports Index MVESPOAT |
2.35 | 6.43 | 21.02 | 67.43 | 33.49 | 36.69 | -- | 12.20 | 14-Aug-20 |