Asset Class Investment Growth


Morningstar  |   15th Dec 2021 | 1 min read

Cash - RBA Bank accepted Bills 90 Days; Aust. Fixed Interest Bloomberg AusBond Composite 0+ Yr TR AUD; Intl. Fixed Interest (H ) BarCap Global Aggregate TR Hdg AUD; A REITs S&P/ASX 300 A REIT TR; Global REITs (H) UBS Global Investors Ex AUS NR Hdg A UD; Aust. Equity S&P/ASX 200 TR; Small Caps S&P/ASX Small Ordinaries TR; Intl. Equity MSCI World Ex Australia NR AUD © 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers gu arantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, wi tho ut reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU ) and Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Pro duct Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an ad ditional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser . Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.

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