| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Dimensional
US2332033719
|
+29.7% | — | 0.00% |
| 2 |
Dimensional
US2332037363
|
+45.7% | — | 0.00% |
| 3 |
Dimensional
US2332034212
|
+30.1% | — | 0.00% |
| 4 |
Dimensional
US2332036035
|
+2.5% | — | 0.00% |
| 5 |
Dimensional
US2332038841
|
+3.5% | — | 0.00% |
| 6 |
Dimensional
US2332038353
|
+2.6% | — | 0.00% |
| 7 |
IPAC Asset Management
AU60NMM01123
|
+16.4% | — | 0.00% |
| 8 |
IPAC Asset Management
AU60NMM01131
|
+17.5% | — | 0.00% |
| 9 |
IPAC Asset Management
AU60NMM01149
|
+19.3% | — | 0.00% |
| 10 |
IPAC Asset Management
AU60NMM01156
|
+20.6% | — | 0.00% |
| 11 |
IPAC Asset Management
AU60IPA00776
|
+16.4% | — | 0.01% |
| 12 |
AMP Capital
AU60IPA00750
|
+15.8% | — | 0.01% |
| 13 |
IPAC Asset Management
AU60IPA01154
|
+16.3% | — | 0.01% |
| 14 |
Assura
GB00BVGBWW93
|
— | — | — |
| 15 |
Macquarie
AU60MAQ06518
|
+29.8% | — | 0.01% |
| 16 |
Epoch Investment Partners Inc
AU60GSF00021
|
+20.5% | — | 0.01% |
| 17 |
St. James's Place International
GB00B4675294
|
+15.8% | — | — |
| 18 |
Equity Trustees Fund Services
AU60ETL01012
|
+11.6% | — | 0.00% |
| 19 |
T.Rowe Price
AU60ETL00717
|
+11.3% | — | 0.01% |
| 20 |
La Trobe Financial Services
AU60LTC00018
|
+12.5% | — | 0.03% |
Funds from specialist boutique managers outside the mega-brand asset managers. Smaller, focused teams often producing distinctive performance. Managers represented include St. James's Place International, BetaShares, Dimensional, Banca Fideuram, Ruth Asset Management, IPAC Asset Management, Aegon/Scottish Equitable plc, Phoenix Unit Trust Managers, KBC Asset Management, Aviva Life & Pension.
Select up to 5 funds and benchmark performance, holdings, fees and ESG data.
