DIVERSIFIED INCOME FUNDS
Diversified Income Funds | Core Strategy | 1 year income (%) | 1 year total (%) | 3 year income (% pa) | 3 year total (% pa) | 5 year income (% pa) | 5 year total (% pa) |
---|---|---|---|---|---|---|---|
Aberdeen Diversified Fixed Income Fund | Australian Fixed Interest | 0.0 | 2.1 | 5.7 | 3.0 | 5.9 | 4.1 |
Aberdeen Income Focused Bond Fund | Australian Fixed Interest | 2.8 | 2.2 | 4.6 | 2.7 | 4.9 | 3.8 |
Aberdeen Multi-Asset Income Fund | Multi-Sector | 4.4 | 1.6 | 4.4 | 3.5 | 4.1 | 4.9 |
Acadian Australian Equity High Yield Class A Fund | Australian Shares | 6.6 | 3.0 | 8.0 | 3.7 | 8.1 | 6.3 |
Acadian Defensive Income - Class A Fund | Cash | 2.4 | 2.5 | 2.6 | 2.1 | 2.9 | 2.7 |
Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 4.3 | 2.2 | 3.3 | 2.0 | 2.8 | 2.7 |
AB Global High Income Fund | Global Credit | 8.2 | 2.6 | 7.3 | 5.5 | 0.0 | n/a |
Alpha Diversified Income Fund | Global Fixed Interest | 1.0 | 1.1 | 2.2 | 2.0 | 2.9 | 2.6 |
Alpha Enhanced Yield Fund | Global Fixed Interest | 6.8 | 2.2 | 4.0 | 2.5 | 4.1 | 2.8 |
Altair Income Fund | Australian Shares | 0.0 | 13.5 | 0.0 | 7.8 | 0.0 | n/a |
AMP Capital Australian Equity Income Fund | Australian Shares | 6.5 | -0.2 | 6.4 | 1.5 | 0.0 | n/a |
AMP Capital Equity Income Generator Fund | Australian Shares | 6.5 | -0.2 | 6.4 | 1.5 | 0.0 | n/a |
AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 3.5 | 1.9 | 3.2 | 2.5 | 0.0 | n/a |
Antares Income Fund | Australian Fixed Interest | 2.2 | 2.6 | 2.4 | 2.7 | 0.0 | n/a |
Antares Professional Dividend Builder Fund | Australian Shares | 7.7 | -5.2 | 7.8 | 1.7 | 6.4 | 5.7 |
APN Property for Income Fund | Property | 5.8 | 0.9 | 5.8 | 7.7 | 6.2 | 9.6 |
Armytage Australian Equity Income Fund | Australian Shares | 7.0 | 6.2 | 7.1 | 6.3 | 6.8 | 7.4 |
AUI Property Income Fund Wholesale | Property | 7.5 | 4.5 | 6.5 | 9.7 | 6.7 | 9.2 |
Aurora Dividend Income Trust | 8.1 | -5.2 | 8.2 | -5.4 | 8.6 | -3.0 | |
AXA Wholesale Global Fixed Income Fund | Global Fixed Interest | 12.8 | 5.4 | 6.2 | -4.0 | 4.8 | -0.5 |
Bentham Professional Global Income Fund | Global Credit | 4.3 | 7.5 | 4.6 | 5.9 | 5.1 | 6.7 |
Bentham Wholesale Global Income Fund | Global Credit | 4.3 | 7.5 | 4.7 | 5.9 | 5.2 | 6.7 |
Bentham Wholesale High Yield Fund | High Yield Credit | 4.9 | 3.7 | 6.1 | 6.0 | 7.0 | 6.6 |
Blue Quay High Income Fund | Australian Fixed Interest | 6.0 | 7.1 | 6.5 | 7.6 | 7.3 | 8.0 |
BT Balanced Equity Income Fund | Australian Shares | 4.5 | 1.4 | 5.4 | 0.7 | 6.3 | 1.9 |
BT Defensive Equity Income Fund | Australian Shares | 3.6 | 2.1 | 4.2 | 0.8 | 5.0 | 1.7 |
BT Income Plus Retail Fund | Multi-Sector | 2.5 | 3.2 | 2.4 | 2.3 | 2.2 | 4.6 |
BT Tax Effective Income Retail Fund | Multi-Sector | 3.7 | 3.0 | 3.5 | 3.2 | 3.2 | 4.8 |
BT Wholesale Monthly Income Plus Fund | Multi-Sector | 4.1 | 4.4 | 4.1 | 3.7 | 4.6 | 4.7 |
CFS Wholesale Equity Income Fund | Australian Shares | 6.9 | 6.8 | 7.4 | 4.6 | 7.8 | 5.5 |
CFS Wholesale Global Credit Income Fund | Global Credit | 13.3 | 3.6 | 7.2 | 3.8 | 6.3 | 4.3 |
CFS Wholesale Target Return Income Fund | Multi-Sector | 7.5 | 3.3 | 5.3 | 3.0 | 5.6 | 3.1 |
DDH Preferred Income Fund | Multi-Sector | 4.1 | 4.9 | 4.3 | 4.5 | 5.2 | 5.2 |
Denning Pryce Equity Income Fund | Australian Shares | 0.0 | -1.6 | 0.0 | 1.1 | 0.0 | 3.4 |
Elstree Enhanced Income Fund | Hybrids | 3.6 | 4.5 | 4.0 | 4.8 | 4.2 | 5.1 |
EQT Australian Equity Income Fund | Australian Shares | 7.4 | 3.9 | 7.6 | 4.6 | 5.4 | 9.7 |
SGH Property Income Fund | Property | 16.9 | -0.7 | 14.1 | 7.4 | 11.8 | 9.9 |
Fidelity Global Dividend Growth Fund | Global Shares | 0.9 | 6.8 | 0.0 | 0.0 | 0.0 | n/a |
Janus Henderson Global Equity Income Fund | Global Shares | 3.6 | 10.4 | 0.0 | 0.0 | 0.0 | n/a |
Janus Henderson Income Fund | Global Credit | 0.0 | 3.4 | 0.0 | 0.0 | 0.0 | 4.3 |
Janus Henderson Tactical Income Fund | Australian Fixed Interest | 2.7 | 2.8 | 3.5 | 0.0 | 3.6 | 3.6 |
Invesco Wholesale Senior Secured Income | Global Credit | 4.1 | 4.7 | 4.7 | 0.0 | 4.7 | 4.4 |
Investors Mutual Equity Income Fund | Australian Shares | 8.6 | 2.2 | 8.1 | 0.0 | 8.2 | 9.2 |
IOOF Income Trust | Australian Fixed Interest | 4.2 | 3.4 | 4.4 | 0.0 | 4.3 | 4.1 |
IOOF/Perennial Flex Cash & Income Fund | Australian Fixed Interest | 0.8 | 0.8 | 1.1 | 0.0 | 1.4 | 1.4 |
JPMorgan Global Income Fund | Global Fixed Interest | 0.0 | 9.7 | 0.0 | 0.0 | 0.0 | n/a |
Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 3.4 | 3.1 | 3.1 | 0.0 | 0.0 | n/a |
Lazard Australian Diversified Income Fund | Australian Shares | 9.0 | 4.5 | 8.3 | 0.0 | 8.7 | 8.6 |
Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 7.0 | 0.6 | 7.5 | 0.0 | 7.2 | 7.5 |
Legg Mason Martin Currie Diversified Income Trust | Multi-Sector | 0.0 | 1.2 | 0.0 | 0.0 | 0.0 | n/a |
Legg Mason Martin Currie Real Income Fund A | Australian Shares | 7.2 | 0.9 | 7.5 | 0.0 | 8.2 | 12.9 |
Macquarie Dividend Run-Up Fund | Australian Shares | 3.3 | -5.2 | 2.2 | 0.0 | 2.6 | -0.5 |
Macquarie Income Opportunities Fund | Australian Credit | 3.9 | 2.9 | 3.0 | 0.0 | 3.2 | 3.4 |
Mercer Income Plus Fund | Multi-Sector | 2.3 | 4.4 | 5.6 | 0.0 | 5.2 | 5.8 |
Merlon Wholesale Australian Share Income Fund | Australian Shares | 5.6 | 2.8 | 5.8 | 0.0 | 5.9 | 5.6 |
Microequities High Income Value Microcap | Australian Shares | 4.5 | 4.9 | 5.7 | 0.0 | 5.9 | 9.6 |
MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 3.5 | 1.6 | 4.1 | 0.0 | 3.6 | 4.4 |
MLC Wholesale IncomeBuilderTM | Australian Shares | 7.7 | -3.0 | 8.1 | 0.0 | 7.3 | 5.6 |
National Investment Trust - Dividend Imputation | Australian Shares | 9.4 | 2.6 | 10.8 | 0.0 | 8.6 | 5.4 |
National Investment Trust Monthly Income | Multi-Sector | 2.4 | -0.3 | 3.8 | 0.0 | 3.7 | 4.2 |
Nikko AM Australian Share Income | Australian Shares | 10.4 | 2.4 | 8.9 | 0.0 | 7.7 | 8.8 |
Payden Global Income Opportunities Fund | Multi-Sector | 1.3 | 2.4 | 1.6 | 0.0 | 1.7 | 3.4 |
Perennial Value Shares for Income Trust | Australian Shares | 8.1 | -0.5 | 7.7 | 0.0 | 6.3 | 5.2 |
Perpetual Credit Income Fund | Australian Credit | 4.7 | 4.7 | 4.0 | 0.0 | 4.0 | 4.6 |
Perpetual Wholesale Diversified Income | 3.8 | 4.1 | 3.6 | 0.0 | 4.0 | 4.2 | |
Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 3.9 | 4.2 | 3.6 | 0.0 | 0.0 | n/a |
PIMCO Income Wholesale Fund | Global Fixed Interest | 4.7 | 3.5 | 0.0 | 0.0 | 0.0 | n/a |
Plato Australian Shares Income Fund | Australian Shares | 8.9 | 4.0 | 9.2 | 0.0 | 9.1 | 9.1 |
Plato Global Shares Income Fund | Global Shares | 6.7 | 9.0 | 0.0 | 0.0 | 0.0 | n/a |
PM Capital Enhanced Yield Fund | Global Fixed Interest | 3.7 | 3.9 | 3.6 | 0.0 | 3.5 | 3.9 |
Premium Asia Income Fund | Global Fixed Interest | 10.5 | 3.8 | 8.7 | 0.0 | 8.8 | 8.4 |
Ranger Global Income & Growth Fund | Global Shares | 0.0 | 3.8 | 0.0 | 0.0 | 0.0 | n/a |
RARE Infrastructure Income Fund | Global Shares | 9.7 | -2.3 | 7.9 | 0.0 | 9.1 | 8.2 |
Realm High Income Fund | Australian Credit | 2.6 | 2.7 | 2.9 | 0.0 | 4.1 | 4.7 |
Russell Australian Bond Income | Australian Fixed Interest | 2.9 | 2.0 | 3.7 | 0.0 | 4.0 | 3.6 |
Russell Investment Multi-Asset Income Strategy | Multi-Sector | 4.0 | 3.5 | 3.8 | 0.0 | 4.3 | 4.5 |
Schroder Fixed Income Professional Fund | Australian Fixed Interest | 3.5 | 2.2 | 4.1 | 0.0 | 4.2 | 3.5 |
Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 3.3 | 2.1 | 3.9 | 0.0 | 0.0 | n/a |
SGH Property Income Professional Investor | Property | 16.9 | -0.7 | 14.1 | 0.0 | 11.8 | 9.9 |
Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 3.2 | 2.8 | 3.3 | 0.0 | 0.0 | n/a |
Spectrum Strategic Income | Australian Fixed Interest | 2.9 | 4.1 | 5.2 | 0.0 | 5.4 | 5.4 |
IOOF Property Income Plus Fund | Property | 3.0 | 0.5 | 3.8 | 0.0 | 4.0 | 9.4 |
UBS Diversified Fixed Income Fund | Global Bonds | 3.5 | 2.6 | 4.0 | 0.0 | 4.2 | 3.8 |
UBS Income Solution Fund | Australian Credit | 5.9 | 4.1 | 4.9 | 0.0 | 4.8 | 4.1 |
Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 8.0 | -0.1 | 7.9 | 0.0 | 6.8 | 4.4 |
Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 8.6 | -0.6 | 8.8 | 0.0 | 7.2 | 3.9 |
Yarra Enhanced Income Fund | Multi-Sector | 3.8 | 4.9 | 4.1 | 0.0 | 4.5 | 5.7 |
Yarra Income Plus Fund | Multi-Sector | 3.4 | 2.2 | 4.7 | 0.0 | 4.5 | 4.4 |
Zurich Investments Equity Income Fund | Australian Shares | 5.9 | -0.4 | 6.3 | 0.0 | 7.2 | 3.0 |
Zurich Investments Global Equity Income | Global Shares | 6.0 | 3.0 | 6.3 | 0.0 | 7.7 | 6.2 |