| FUND NAME | 1m (%) | 3m (%) | 6m (%) | 1y (%) | 3y (%) | 5y (%) |
|---|---|---|---|---|---|---|
| La Trobe Australian Mortgage- 12 Month Term | 0.55 | 1.69 | 3.44 | 6.72 | 5.45 | 5.18 |
| La Trobe Australian Mortgage -Classic | 0.45 | 1.29 | 2.60 | 5.19 | 3.31 | 2.60 |
| La Trobe Australian Mortgage - Select | 0.73 | 2.20 | 4.44 | 9.04 | 8.10 | 8.04 |
*End of June 2024. Return in AUD after fees.
| Domestic Income Funds | Yield* | Assets |
|---|---|---|
| Coolabah Floating-Rate High Yield (Mngd)-Ast Inv | 9.19% | Alternative Fixed Income |
| Coolabah Short Term Income (Managed) | 5.42% | Alternative Fixed Income |
| Coolabah Short Term Income-Assisted | 5.82% | Alternative Fixed Income |
| Coolabah Short Term Income-Direct | 5.42% | Alternative Fixed Income |
| Finexia Childcare | 10.00% | Childcare Credit |
| Finexia StayCo | 10.00% | Accommodation |
| SocietyOne Personal Loans Trust | 6.87% | Private Creadit |
| Aura Core Income Fund | 7.88% | Private Credit |
| Aura Private Credit income Fund | 8.85% | Private Credit |
* ANNUALISED INCOME DECLARED OVER PAST 3 MONTHS AT 1 FEB 24