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Printed: 16 December 2025 1:30 PM

Peer Group Comparison

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AFM's Peer Group Comparison provides the average return and risk KPI's of all funds in each Peer Group. Note that the number and composition of funds in each Peer Group will vary over time, and in addition the Peer Group data only includes funds that have reported for the latest month thus the values may change as more funds report their returns.

All B'marks
Peer Group (click for details) % Nov % Oct 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 7 Years Standard Deviation (1 Year Ann.) Sharpe Ratio (1 Year) Sortino Ratio (1 Year) Standard Deviation (3 Years Ann.) Sharpe Ratio (3 Years) Sortino Ratio (3 Years) Standard Deviation (5 Years Ann.) Sharpe Ratio (5 Years) Sortino Ratio (5 Years) Standard Deviation (7 Years Ann.) Sharpe Ratio (7 Years) Sortino Ratio (7 Years) 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2016- 2017- 2019- 2018- 2020- 2021- 2022- 2023- 2024- 2025- bmlinkcol Add to Watchlist

PropertyProperty
-
-0.73%
0.08%
-1.10%
2.41%
2.85%
6.22%
0.28%
2.72%
4.17%
4.7
-0.19
-0.29
9.51
-0.34
-0.5
9.71
0.06
0.01
11.07
0.24
0.23
9.00%
7.00%
3.00%
19.00%
-2.00%
23.00%
-10.00%
-5.00%
4.00%
5.00%
-1.00%
9.00%
-4.00%
12.00%
19.00%
1.00%
-2.00%
-5.00%
9.00%
2.00%
bmlink:3717bmlink:3717
InfrastructureInfrastructure
-
2.67%
1.71%
5.45%
6.73%
15.33%
15.23%
10.50%
10.00%
9.36%
4.17
2.53
5.11
7.93
0.81
1.25
9.23
0.8
1.22
10.31
0.72
0.98
10.00%
15.00%
2.00%
25.00%
-8.00%
17.00%
0.00%
7.00%
11.00%
17.00%
12.00%
5.00%
-6.00%
18.00%
10.00%
11.00%
5.00%
1.00%
22.00%
6.00%
bmlink:3730bmlink:3730
Equity Long - Small/Mid Cap - AustraliaEquity Long - Small/Mid Cap - Australia
-
-1.98%
1.73%
2.46%
14.54%
15.85%
19.44%
12.57%
8.68%
11.34%
10.61
1.08
1.85
10.1
0.84
1.34
12.6
0.52
0.66
16.78
0.61
0.72
9.00%
20.00%
-7.00%
27.00%
18.00%
22.00%
-18.00%
9.00%
14.00%
18.00%
10.00%
21.00%
2.00%
3.00%
42.00%
-16.00%
10.00%
13.00%
13.00%
13.00%
bmlink:3664bmlink:3664
Equity Long - Large Cap - AustraliaEquity Long - Large Cap - Australia
-
-1.97%
0.17%
-2.27%
4.68%
4.48%
12.65%
8.63%
8.84%
9.73%
9.56
0.11
0.08
9.74
0.5
0.72
10.83
0.6
0.81
14.09
0.59
0.7
10.00%
13.00%
-5.00%
23.00%
5.00%
19.00%
-4.00%
11.00%
11.00%
8.00%
13.00%
14.00%
-5.00%
7.00%
31.00%
-6.00%
13.00%
10.00%
10.00%
3.00%
bmlink:751bmlink:751
Equity Long - Small/Mid Cap - GlobalEquity Long - Small/Mid Cap - Global
-
0.07%
0.81%
2.93%
10.72%
15.13%
22.20%
17.45%
10.39%
12.13%
8.42
1.27
2.41
9.93
1.28
2.25
11.79
0.69
0.96
13.4
0.77
1.03
22.00%
13.00%
-7.00%
28.00%
14.00%
22.00%
-23.00%
18.00%
24.00%
15.00%
17.00%
14.00%
2.00%
4.00%
45.00%
-24.00%
17.00%
13.00%
24.00%
7.00%
bmlink:941bmlink:941
Equity Long - Large Cap - GlobalEquity Long - Large Cap - Global
-
-0.68%
2.68%
4.28%
10.32%
14.43%
19.39%
16.52%
10.84%
12.38%
8.29
1.21
2
9.07
1.31
2.13
10.08
0.83
1.19
11.23
0.92
1.31
8.00%
20.00%
-2.00%
25.00%
14.00%
20.00%
-17.00%
20.00%
23.00%
13.00%
17.00%
15.00%
5.00%
9.00%
34.00%
-16.00%
18.00%
15.00%
17.00%
7.00%
bmlink:941bmlink:941
Equity Long - AsiaEquity Long - Asia
-
-1.21%
3.32%
5.74%
9.83%
15.23%
16.08%
13.17%
7.56%
8.83%
7.07
1.5
2.86
8.07
1.09
2.3
9.57
0.54
0.84
10.18
0.68
0.97
3.00%
28.00%
-9.00%
18.00%
9.00%
10.00%
-12.00%
9.00%
21.00%
12.00%
22.00%
12.00%
-1.00%
2.00%
32.00%
-14.00%
7.00%
11.00%
13.00%
7.00%
bmlink:942bmlink:942
Equity Alternative - GlobalEquity Alternative - Global
-
0.71%
2.16%
6.88%
14.65%
17.04%
17.09%
12.89%
10.84%
10.49%
7.02
1.74
3.06
5.62
1.49
2.7
5.92
1.35
2.23
7.03
1.17
1.72
-1.00%
13.00%
-3.00%
16.00%
8.00%
19.00%
-6.00%
8.00%
16.00%
16.00%
7.00%
13.00%
1.00%
2.00%
27.00%
-4.00%
12.00%
11.00%
10.00%
11.00%
bmlink:941bmlink:941
Equity Alternative - AustraliaEquity Alternative - Australia
-
-1.49%
0.24%
1.45%
8.55%
9.12%
12.81%
8.28%
8.06%
8.60%
7.79
0.67
0.97
6.92
0.62
0.96
7.43
0.73
1.05
9.75
0.69
0.86
3.00%
11.00%
-5.00%
16.00%
7.00%
17.00%
-4.00%
6.00%
9.00%
12.00%
6.00%
11.00%
-2.00%
3.00%
25.00%
-1.00%
7.00%
9.00%
9.00%
7.00%
bmlink:751bmlink:751
Equity Alternative - AsiaEquity Alternative - Asia
-
-1.85%
3.21%
6.40%
13.86%
20.68%
15.48%
12.48%
6.92%
7.07%
6.73
2.27
5.93
6.82
1.19
2.41
7.63
0.59
0.95
7.46
0.68
1.06
1.00%
15.00%
-6.00%
8.00%
10.00%
3.00%
-9.00%
9.00%
12.00%
18.00%
8.00%
11.00%
1.00%
-3.00%
22.00%
-13.00%
6.00%
10.00%
13.00%
10.00%
bmlink:942bmlink:942
Multi-SectorMulti-Sector
-
-0.24%
1.33%
3.14%
7.66%
8.96%
10.92%
8.32%
6.91%
7.58%
4.32
1.12
1.82
4.35
0.96
1.59
4.79
0.88
1.35
5.83
0.93
1.31
5.00%
10.00%
-2.00%
13.00%
9.00%
12.00%
-5.00%
7.00%
10.00%
9.00%
7.00%
8.00%
2.00%
5.00%
19.00%
-3.00%
6.00%
8.00%
9.00%
6.00%
bmlink:4145bmlink:4145
AlternativesAlternatives
-
0.15%
1.84%
4.53%
8.41%
11.49%
9.58%
8.32%
9.37%
8.00%
3.05
2.32
5.97
2.72
1.5
3.26
3.74
1.68
4.31
4.23
1.35
2.8
4.00%
5.00%
-4.00%
11.00%
2.00%
14.00%
4.00%
7.00%
9.00%
10.00%
5.00%
2.00%
1.00%
3.00%
15.00%
7.00%
6.00%
9.00%
5.00%
7.00%
bmlink:4145bmlink:4145
Digital AssetsDigital Assets
-
-17.53%
-3.43%
-19.22%
-13.94%
-15.64%
26.01%
36.65%
34.76%
48.66%
28.9
-0.56
-0.82
33.94
0.98
1.55
44.69
0.83
1.14
48.06
1.02
1.63
-
-
-53.00%
55.00%
197.00%
165.00%
-50.00%
86.00%
68.00%
-15.00%
-
-20.00%
-15.00%
34.00%
318.00%
-21.00%
30.00%
72.00%
29.00%
-14.00%
bmlink:3899bmlink:3899
Bonds / Diversified Fixed InterestBonds / Diversified Fixed Interest
-
0.00%
0.54%
1.08%
2.90%
5.46%
6.27%
5.74%
2.67%
3.48%
0.86
1.7
3.35
2.15
0.78
1.39
2.64
0.04
0.03
2.76
0.51
0.7
5.00%
5.00%
2.00%
6.00%
5.00%
0.00%
-4.00%
7.00%
5.00%
5.00%
4.00%
3.00%
3.00%
6.00%
4.00%
-6.00%
4.00%
6.00%
6.00%
2.00%
bmlink:4145bmlink:4145
Private / Hybrid CreditPrivate / Hybrid Credit
-
0.47%
0.65%
1.44%
3.50%
7.06%
8.65%
8.40%
7.25%
6.88%
0.71
4.21
26.82
0.84
5.24
31.85
0.99
4.89
26.32
2.14
2.18
2.84
-
-
3.00%
7.00%
6.00%
7.00%
4.00%
9.00%
10.00%
6.00%
-
1.00%
3.00%
6.00%
9.00%
4.00%
6.00%
10.00%
8.00%
3.00%
bmlink:4140bmlink:4140
Real Estate DebtReal Estate Debt
-
0.58%
0.73%
1.88%
4.04%
8.50%
8.86%
8.74%
7.81%
7.38%
0.19
25.73
-
0.2
25.96
-
0.36
19.71
-
0.4
18.19
-
5.00%
6.00%
6.00%
7.00%
6.00%
6.00%
7.00%
9.00%
9.00%
8.00%
6.00%
6.00%
6.00%
7.00%
6.00%
6.00%
8.00%
9.00%
9.00%
3.00%
bmlink:4145bmlink:4145
FTSE EPRA/ NAREIT Developed Index NET TRFTSE EPRA/ NAREIT Developed Index NET TR
-
1.84%
-0.31%
1.15%
3.49%
2.35%
11.30%
6.81%
6.16%
4.40%
6.06
-0.22
-0.33
10.62
0.3
0.39
11.89
0.34
0.42
13.61
0.23
0.22
5.00%
2.00%
5.00%
22.00%
-17.00%
34.00%
-20.00%
9.00%
11.00%
5.00%
-3.00%
10.00%
-15.00%
13.00%
22.00%
-6.00%
-1.00%
4.00%
13.00%
4.00%
bmdata:3717bmdata:3717
-
S&P Global Infrastructure Index (AUD)S&P Global Infrastructure Index (AUD)
-
3.36%
0.76%
4.85%
7.09%
17.02%
22.24%
15.08%
14.38%
11.89%
5.2
2.33
5.68
8.55
1.24
2.08
8.75
1.29
2.16
11.97
0.83
1.05
13.00%
11.00%
0.00%
27.00%
-14.00%
19.00%
6.00%
7.00%
29.00%
15.00%
9.00%
6.00%
-13.00%
18.00%
13.00%
15.00%
8.00%
7.00%
30.00%
7.00%
bmdata:3730bmdata:3730
-
S&P/ASX Small Ordinaries IndexS&P/ASX Small Ordinaries Index
-
-1.48%
1.89%
3.84%
16.73%
19.43%
19.66%
11.49%
7.13%
8.27%
12.48
1.18
2.21
12.71
0.61
0.95
15.64
0.36
0.39
18.62
0.41
0.44
13.00%
20.00%
-9.00%
21.00%
9.00%
17.00%
-18.00%
8.00%
8.00%
23.00%
7.00%
24.00%
-6.00%
2.00%
33.00%
-20.00%
8.00%
9.00%
12.00%
16.00%
bmdata:3664bmdata:3664
-
ASX200 Total ReturnASX200 Total Return
-
-2.66%
0.39%
-3.05%
3.77%
5.47%
14.09%
9.71%
9.87%
10.23%
10.47
0.2
0.21
10.51
0.56
0.84
11.77
0.64
0.9
14.72
0.6
0.72
12.00%
12.00%
-3.00%
23.00%
1.00%
17.00%
-1.00%
12.00%
11.00%
9.00%
14.00%
13.00%
-8.00%
12.00%
28.00%
-6.00%
15.00%
12.00%
14.00%
2.00%
bmdata:751bmdata:751
-
All Countries World Index (AUD)All Countries World Index (AUD)
-
0.02%
3.30%
6.38%
13.76%
17.59%
22.80%
20.18%
14.63%
14.47%
8.89
1.44
2.34
9.39
1.6
2.81
10.08
1.17
1.91
10.92
1.11
1.74
9.00%
14.00%
0.00%
27.00%
6.00%
26.00%
-13.00%
22.00%
30.00%
15.00%
15.00%
15.00%
4.00%
12.00%
28.00%
-8.00%
21.00%
19.00%
18.00%
11.00%
bmdata:941bmdata:941
-
Asia Pacific Index BenchmarkAsia Pacific Index Benchmark
-
-0.45%
4.93%
3.84%
12.84%
21.06%
18.05%
17.50%
10.66%
10.44%
7.04
2.22
7.11
10.29
1.25
2.15
10.51
0.78
1.22
11
0.78
1.17
6.00%
19.00%
-5.00%
18.00%
6.00%
8.00%
-10.00%
24.00%
12.00%
21.00%
17.00%
14.00%
0.00%
3.00%
21.00%
-14.00%
18.00%
18.00%
16.00%
10.00%
bmdata:942bmdata:942
-
RBA Cash Rate + 3%RBA Cash Rate + 3%
-
0.53%
0.53%
1.61%
3.27%
6.85%
7.10%
7.03%
5.68%
5.12%
0.07
1,594.08
-
0.09
1,147.3
-
0.49
219.67
-
0.48
222.92
-
5.00%
5.00%
5.00%
4.00%
3.00%
3.00%
4.00%
7.00%
7.00%
7.00%
5.00%
5.00%
4.00%
4.00%
3.00%
3.00%
6.00%
7.00%
7.00%
3.00%
bmdata:4145bmdata:4145
-
S&P Cryptocurrency Broad Digital Market IndexS&P Cryptocurrency Broad Digital Market Index
-
-17.52%
-5.14%
-19.51%
-9.74%
-16.08%
42.04%
53.68%
32.48%
49.65%
42.66
-0.28
-0.66
53.37
0.99
1.54
64.6
0.71
0.7
67.59
0.89
1.11
-
1,574.00%
-78.00%
52.00%
251.00%
145.00%
-68.00%
124.00%
90.00%
-7.00%
245.00%
100.00%
-29.00%
51.00%
332.00%
-48.00%
52.00%
90.00%
41.00%
-9.00%
bmdata:3899bmdata:3899
-
RBA Cash Rate + 5%RBA Cash Rate + 5%
-
0.69%
0.69%
2.08%
4.23%
8.85%
9.10%
9.03%
7.68%
7.12%
0.07
1,608.83
-
0.09
1,157.95
-
0.48
221.75
-
0.48
225.02
-
7.00%
7.00%
7.00%
6.00%
5.00%
5.00%
6.00%
9.00%
9.00%
9.00%
7.00%
7.00%
6.00%
6.00%
5.00%
5.00%
8.00%
9.00%
9.00%
4.00%
bmdata:4140bmdata:4140
-
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