Quarter-End Returns
As at COB 31 December 2018
| 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 |
-0.54 | -9.81 | -6.83 | -4.14 | 9.67 | 8.94 | 10.99 | 8.57 | 29-Nov-13 |
| S&P/ASX Franked Dividend Index SPAXFDAT |
0.35 | -7.02 | -5.10 | -3.25 | -0.06 | -0.93 | 7.54 | 0.98 | 31-Jan-02 |
| Australian Sector | |||||||||
| MVIS Australia A – REITs Index MVMVATRG |
3.18 | 0.69 | 4.67 | 7.12 | 9.69 | 13.63 | 12.38 | 12.77 | 21-Dec-12 |
| MVIS Australia Banks Index MVMVBTRG |
-3.40 | -7.40 | -7.38 | -6.39 | 2.27 | 4.41 | 12.86 | 5.58 | 21-Dec-12 |
| MVIS Australia Resources Index MVMVRTRG |
2.98 | -7.76 | -7.89 | 0.84 | 21.83 | 6.77 | 6.84 | 6.86 | 21-Dec-12 |
| Australian Small and Mid Companies | |||||||||
| MVIS Australia Small-Cap Dividend Payers MVMVSTRG |
-2.51 | -9.74 | -11.11 | -5.19 | 7.81 | 5.56 | -- | 5.30 | 23-Mar-15 |
| S&P/ASX MidCap 50 Index ASA34 |
-1.69 | -13.13 | -10.04 | -7.38 | 19.41 | -0.72 | 0.24 | -1.19 | 03-Apr-00 |
| Global Sector | |||||||||
| FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index FDCICAHN |
-4.11 | -2.75 | -2.73 | -1.91 | 8.27 | 9.19 | -- | 6.47 | 31-Dec-09 |
| NYSE Arca Gold Miners Index GDMNTR |
14.91 | 17.47 | 0.05 | 1.61 | 17.85 | 5.87 | -3.74 | -3.82 | 01-Oct-04 |
| International | |||||||||
| CSI 300 Index CSIH0749 |
-0.62 | -10.06 | -12.06 | -19.77 | -5.15 | 9.92 | -- | 5.11 | 08-Apr-05 |
| CSI MarketGrader China New Economy Index CSIN1086 |
0.01 | -10.83 | -22.73 | -21.14 | -11.50 | 9.99 | 16.47 | 0.35 | 31-Dec-07 |
| Morningstar® Wide Moat Focus IndexSM MWMFTR |
-5.76 | -7.76 | 1.22 | 10.28 | 15.82 | 14.94 | 15.82 | 13.31 | 14-Feb-07 |
| MSCI EM Diversified Multiple-Factor Index (AUD) NA706175 |
-0.11 | -5.95 | -9.69 | -10.24 | 8.97 | 6.71 | 10.38 | -13.35 | 17-Feb-15 |
| MSCI World ex Australia Quality (Hedged into AUD) HA724440 |
-7.76 | -13.75 | -7.36 | -4.98 | 8.55 | 9.36 | 14.15 | -- | 01-Jan-99 |
| MSCI World ex Australia Quality Index M4CXMVIA |
-3.84 | -11.28 | -3.01 | 4.61 | 8.83 | 12.37 | 11.91 | 13.25 | 30-Nov-94 |
| Sustainable Investing | |||||||||
| MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index NA716517 |
-3.54 | -12.43 | -6.20 | -2.14 | 5.31 | -- | -- | -1.89 | 25-Nov-14 |