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Printed: 17 August 2025 12:29 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.

Peer Group (click for details) % Jul % Jun 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 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 AddToWatchlist
PropertyProperty
-
1.52%
0.68%
4.92%
4.34%
7.03%
1.25%
-1.05%
4.13%
3.98%
5.14
0.55
0.73
10.05
-0.43
-0.59
9.91
0.22
0.23
11.05
0.23
0.22
9.00%
7.00%
3.00%
19.00%
-2.00%
23.00%
-10.00%
-5.00%
1.00%
6.00%
-1.00%
9.00%
-4.00%
12.00%
19.00%
1.00%
-2.00%
-7.00%
10.00%
2.00%
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InfrastructureInfrastructure
-
0.93%
0.35%
2.95%
10.87%
15.64%
11.08%
8.15%
9.80%
8.32%
4.25
2.5
-
9.99
0.46
0.59
9.78
0.76
1.18
10.45
0.63
0.84
10.00%
15.00%
2.00%
25.00%
-8.00%
17.00%
0.00%
6.00%
11.00%
12.00%
12.00%
5.00%
-6.00%
18.00%
10.00%
11.00%
5.00%
0.00%
23.00%
1.00%
bmlink:3730bmlink:3730
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Equity Long - Small/Mid Cap - AustraliaEquity Long - Small/Mid Cap - Australia
-
3.62%
1.47%
10.70%
4.69%
12.80%
12.25%
9.60%
10.44%
8.78%
9.21
0.92
1.46
10.7
0.56
0.75
13.17
0.64
0.88
16.98
0.47
0.52
9.00%
20.00%
-7.00%
27.00%
18.00%
22.00%
-18.00%
9.00%
14.00%
8.00%
10.00%
21.00%
2.00%
3.00%
42.00%
-16.00%
10.00%
12.00%
12.00%
4.00%
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Equity Long - Large Cap - AustraliaEquity Long - Large Cap - Australia
-
3.05%
1.19%
8.69%
3.32%
9.68%
10.34%
10.27%
11.62%
8.29%
9.73
0.58
0.8
10.81
0.61
0.87
11.71
0.8
1.19
14.37
0.49
0.57
10.00%
13.00%
-5.00%
23.00%
5.00%
19.00%
-4.00%
11.00%
11.00%
7.00%
13.00%
14.00%
-5.00%
7.00%
31.00%
-6.00%
13.00%
10.00%
10.00%
3.00%
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Equity Long - Small/Mid Cap - GlobalEquity Long - Small/Mid Cap - Global
-
1.27%
3.61%
11.49%
5.71%
16.22%
16.47%
15.24%
11.85%
9.80%
9.8
1.17
2.27
11.19
0.99
1.62
12.24
0.79
1.15
13.84
0.61
0.77
22.00%
13.00%
-7.00%
28.00%
14.00%
22.00%
-23.00%
17.00%
23.00%
9.00%
17.00%
14.00%
2.00%
4.00%
45.00%
-24.00%
17.00%
12.00%
23.00%
1.00%
bmlink:941bmlink:941
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Equity Long - Large Cap - GlobalEquity Long - Large Cap - Global
-
2.37%
2.73%
10.74%
4.28%
15.79%
15.54%
15.17%
12.26%
10.78%
8.59
1.28
2.15
10.04
1.09
1.69
10.62
0.93
1.42
11.6
0.78
1.07
8.00%
20.00%
-2.00%
25.00%
14.00%
20.00%
-18.00%
20.00%
22.00%
8.00%
17.00%
15.00%
5.00%
9.00%
34.00%
-16.00%
18.00%
15.00%
17.00%
2.00%
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Equity Long - AsiaEquity Long - Asia
-
1.31%
2.11%
6.03%
8.05%
14.21%
10.56%
10.61%
8.51%
6.50%
10.25
0.95
2.08
10.35
0.66
1.14
10.01
0.63
0.98
11.02
0.45
0.56
3.00%
28.00%
-9.00%
18.00%
8.00%
11.00%
-12.00%
7.00%
19.00%
6.00%
22.00%
12.00%
-2.00%
3.00%
34.00%
-14.00%
5.00%
10.00%
15.00%
1.00%
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Equity Alternative - GlobalEquity Alternative - Global
-
2.75%
2.99%
10.21%
4.82%
10.44%
11.33%
11.13%
10.45%
7.92%
7.18
0.85
1.28
5.69
1.22
2.05
6.25
1.25
2.15
7.38
0.81
1.1
-1.00%
13.00%
-3.00%
15.00%
7.00%
19.00%
-6.00%
8.00%
16.00%
7.00%
7.00%
13.00%
1.00%
2.00%
27.00%
-5.00%
11.00%
11.00%
10.00%
3.00%
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Equity Alternative - AustraliaEquity Alternative - Australia
-
2.40%
1.74%
8.18%
4.15%
9.26%
9.17%
7.85%
9.22%
7.05%
7.38
0.69
1
7.25
0.56
0.81
7.75
0.87
1.32
9.89
0.54
0.65
3.00%
11.00%
-5.00%
16.00%
7.00%
17.00%
-4.00%
6.00%
9.00%
7.00%
6.00%
11.00%
-2.00%
3.00%
25.00%
-1.00%
7.00%
9.00%
9.00%
2.00%
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Equity Alternative - AsiaEquity Alternative - Asia
-
1.79%
3.41%
8.81%
7.27%
14.42%
9.74%
10.00%
6.25%
4.23%
7.38
1.32
2.53
8.22
0.74
1.33
7.95
0.51
0.8
7.73
0.32
0.44
1.00%
15.00%
-6.00%
8.00%
10.00%
0.00%
-8.00%
7.00%
11.00%
9.00%
8.00%
11.00%
1.00%
-3.00%
20.00%
-13.00%
5.00%
8.00%
14.00%
2.00%
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Multi-SectorMulti-Sector
-
1.63%
1.55%
5.61%
2.90%
8.21%
8.34%
7.07%
7.29%
6.48%
4.19
0.93
1.49
4.7
0.67
1.02
5.01
0.96
1.54
5.95
0.75
1.03
5.00%
10.00%
-2.00%
13.00%
9.00%
12.00%
-5.00%
7.00%
10.00%
5.00%
7.00%
8.00%
2.00%
5.00%
19.00%
-3.00%
6.00%
8.00%
9.00%
2.00%
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AlternativesAlternatives
-
1.14%
0.86%
2.52%
0.86%
4.00%
5.70%
5.53%
7.84%
5.90%
3.27
-0.03
-0.06
2.79
0.58
0.89
4.08
1.25
2.75
4.56
0.84
1.47
4.00%
5.00%
-5.00%
10.00%
2.00%
14.00%
5.00%
6.00%
7.00%
2.00%
5.00%
2.00%
0.00%
2.00%
15.00%
7.00%
6.00%
7.00%
3.00%
1.00%
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Digital AssetsDigital Assets
-
7.51%
-0.47%
16.52%
1.04%
34.42%
56.04%
38.36%
53.40%
42.17%
35.51
0.9
1.28
33.87
1.02
1.64
45.69
1.12
1.77
49.55
0.92
1.3
-
-
-53.00%
55.00%
197.00%
166.00%
-50.00%
86.00%
68.00%
7.00%
-
-20.00%
-15.00%
34.00%
318.00%
-21.00%
30.00%
72.00%
30.00%
8.00%
bmlink:3899bmlink:3899
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Bonds / Diversified Fixed InterestBonds / Diversified Fixed Interest
-
0.39%
0.75%
1.63%
2.89%
5.42%
6.04%
4.98%
2.69%
3.30%
1.35
0.89
-
2.65
0.42
0.65
2.72
0.13
0.16
2.84
0.47
0.64
5.00%
5.00%
2.00%
6.00%
5.00%
0.00%
-5.00%
7.00%
5.00%
3.00%
4.00%
3.00%
3.00%
6.00%
4.00%
-6.00%
4.00%
6.00%
6.00%
0.00%
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Private / Hybrid CreditPrivate / Hybrid Credit
-
0.74%
0.59%
2.20%
3.28%
7.74%
8.93%
8.18%
7.35%
6.50%
0.68
5.05
-
0.85
5.2
-
0.96
5.15
22.8
2.08
2.14
2.72
-
-
3.00%
7.00%
5.00%
7.00%
4.00%
8.00%
10.00%
4.00%
-
1.00%
3.00%
6.00%
8.00%
4.00%
7.00%
10.00%
8.00%
1.00%
bmlink:4140bmlink:4140
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Real Estate DebtReal Estate Debt
-
0.82%
0.67%
2.18%
4.24%
8.60%
8.87%
8.56%
7.65%
7.27%
0.16
22.32
-
0.25
22.21
-
0.36
18.4
-
0.38
17.81
-
5.00%
6.00%
6.00%
7.00%
6.00%
6.00%
7.00%
9.00%
9.00%
5.00%
6.00%
6.00%
6.00%
7.00%
6.00%
6.00%
8.00%
9.00%
9.00%
1.00%
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FTSE EPRA/ NAREIT Developed Index NET TRFTSE EPRA/ NAREIT Developed Index NET TR
-
0.60%
-0.94%
1.58%
-0.18%
5.10%
7.64%
3.25%
6.55%
3.92%
6.24
0.18
0.2
11.83
0.01
-0.07
12.32
0.38
0.5
13.68
0.21
0.18
9.00%
7.00%
3.00%
19.00%
-2.00%
23.00%
-10.00%
-5.00%
1.00%
6.00%
-1.00%
9.00%
-4.00%
12.00%
19.00%
1.00%
-2.00%
-7.00%
10.00%
2.00%
bmdata:3717bmdata:3717
-
S&P Global Infrastructure Index (AUD)S&P Global Infrastructure Index (AUD)
-
2.34%
-0.28%
6.05%
7.03%
25.15%
18.34%
14.17%
14.85%
10.49%
5.82
3.22
-
9.63
1.04
1.6
9.29
1.29
2.27
12.05
0.73
0.91
10.00%
15.00%
2.00%
25.00%
-8.00%
17.00%
0.00%
6.00%
11.00%
12.00%
12.00%
5.00%
-6.00%
18.00%
10.00%
11.00%
5.00%
0.00%
23.00%
1.00%
bmdata:3730bmdata:3730
-
ASX200 Total ReturnASX200 Total Return
-
2.36%
1.41%
8.17%
4.18%
11.81%
12.67%
12.33%
12.26%
8.93%
10.42
0.74
1.05
11.82
0.73
1.1
12.52
0.8
1.2
14.92
0.52
0.6
9.00%
20.00%
-7.00%
27.00%
18.00%
22.00%
-18.00%
9.00%
14.00%
8.00%
10.00%
21.00%
2.00%
3.00%
42.00%
-16.00%
10.00%
12.00%
12.00%
4.00%
bmdata:751bmdata:751
-
ASX200 Total ReturnASX200 Total Return
-
2.36%
1.41%
8.17%
4.18%
11.81%
12.67%
12.33%
12.26%
8.93%
10.42
0.74
1.05
11.82
0.73
1.1
12.52
0.8
1.2
14.92
0.52
0.6
10.00%
13.00%
-5.00%
23.00%
5.00%
19.00%
-4.00%
11.00%
11.00%
7.00%
13.00%
14.00%
-5.00%
7.00%
31.00%
-6.00%
13.00%
10.00%
10.00%
3.00%
bmdata:751bmdata:751
-
All Countries World Index (AUD)All Countries World Index (AUD)
-
3.56%
2.67%
11.54%
4.13%
17.51%
17.63%
18.44%
15.16%
12.80%
9.69
1.3
2.18
10.17
1.36
2.33
10.46
1.19
2.02
11.27
0.96
1.45
22.00%
13.00%
-7.00%
28.00%
14.00%
22.00%
-23.00%
17.00%
23.00%
9.00%
17.00%
14.00%
2.00%
4.00%
45.00%
-24.00%
17.00%
12.00%
23.00%
1.00%
bmdata:941bmdata:941
-
All Countries World Index (AUD)All Countries World Index (AUD)
-
3.56%
2.67%
11.54%
4.13%
17.51%
17.63%
18.44%
15.16%
12.80%
9.69
1.3
2.18
10.17
1.36
2.33
10.46
1.19
2.02
11.27
0.96
1.45
8.00%
20.00%
-2.00%
25.00%
14.00%
20.00%
-18.00%
20.00%
22.00%
8.00%
17.00%
15.00%
5.00%
9.00%
34.00%
-16.00%
18.00%
15.00%
17.00%
2.00%
bmdata:941bmdata:941
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Asia Pacific Index BenchmarkAsia Pacific Index Benchmark
-
2.35%
2.67%
8.86%
8.40%
11.98%
15.58%
16.45%
12.13%
8.47%
7.6
0.99
1.88
11.36
1.07
1.81
10.76
0.91
1.48
11.33
0.61
0.84
3.00%
28.00%
-9.00%
18.00%
8.00%
11.00%
-12.00%
7.00%
19.00%
6.00%
22.00%
12.00%
-2.00%
3.00%
34.00%
-14.00%
5.00%
10.00%
15.00%
1.00%
bmdata:942bmdata:942
-
All Countries World Index (AUD)All Countries World Index (AUD)
-
3.56%
2.67%
11.54%
4.13%
17.51%
17.63%
18.44%
15.16%
12.80%
9.69
1.3
2.18
10.17
1.36
2.33
10.46
1.19
2.02
11.27
0.96
1.45
-1.00%
13.00%
-3.00%
15.00%
7.00%
19.00%
-6.00%
8.00%
16.00%
7.00%
7.00%
13.00%
1.00%
2.00%
27.00%
-5.00%
11.00%
11.00%
10.00%
3.00%
bmdata:941bmdata:941
-
ASX200 Total ReturnASX200 Total Return
-
2.36%
1.41%
8.17%
4.18%
11.81%
12.67%
12.33%
12.26%
8.93%
10.42
0.74
1.05
11.82
0.73
1.1
12.52
0.8
1.2
14.92
0.52
0.6
3.00%
11.00%
-5.00%
16.00%
7.00%
17.00%
-4.00%
6.00%
9.00%
7.00%
6.00%
11.00%
-2.00%
3.00%
25.00%
-1.00%
7.00%
9.00%
9.00%
2.00%
bmdata:751bmdata:751
-
Asia Pacific Index BenchmarkAsia Pacific Index Benchmark
-
2.35%
2.67%
8.86%
8.40%
11.98%
15.58%
16.45%
12.13%
8.47%
7.6
0.99
1.88
11.36
1.07
1.81
10.76
0.91
1.48
11.33
0.61
0.84
1.00%
15.00%
-6.00%
8.00%
10.00%
0.00%
-8.00%
7.00%
11.00%
9.00%
8.00%
11.00%
1.00%
-3.00%
20.00%
-13.00%
5.00%
8.00%
14.00%
2.00%
bmdata:942bmdata:942
-
RBA Cash Rate + 3%RBA Cash Rate + 3%
-
0.55%
0.55%
1.65%
3.39%
7.10%
7.20%
6.93%
5.45%
5.02%
0.07
1,594.23
-
0.15
723.41
-
0.51
209.86
-
0.48
226.63
-
5.00%
10.00%
-2.00%
13.00%
9.00%
12.00%
-5.00%
7.00%
10.00%
5.00%
7.00%
8.00%
2.00%
5.00%
19.00%
-3.00%
6.00%
8.00%
9.00%
2.00%
bmdata:4145bmdata:4145
-
RBA Cash Rate + 3%RBA Cash Rate + 3%
-
0.55%
0.55%
1.65%
3.39%
7.10%
7.20%
6.93%
5.45%
5.02%
0.07
1,594.23
-
0.15
723.41
-
0.51
209.86
-
0.48
226.63
-
4.00%
5.00%
-5.00%
10.00%
2.00%
14.00%
5.00%
6.00%
7.00%
2.00%
5.00%
2.00%
0.00%
2.00%
15.00%
7.00%
6.00%
7.00%
3.00%
1.00%
bmdata:4145bmdata:4145
-
S&P Cryptocurrency Broad Digital Market IndexS&P Cryptocurrency Broad Digital Market Index
-
17.29%
-0.40%
30.23%
2.29%
53.91%
79.57%
52.42%
53.69%
38.14%
59.57
0.95
1.29
54.19
0.97
1.44
66.28
0.95
1.15
69.71
0.78
0.81
-
-
-53.00%
55.00%
197.00%
166.00%
-50.00%
86.00%
68.00%
7.00%
-
-20.00%
-15.00%
34.00%
318.00%
-21.00%
30.00%
72.00%
30.00%
8.00%
bmdata:3899bmdata:3899
-
RBA Cash Rate + 3%RBA Cash Rate + 3%
-
0.55%
0.55%
1.65%
3.39%
7.10%
7.20%
6.93%
5.45%
5.02%
0.07
1,594.23
-
0.15
723.41
-
0.51
209.86
-
0.48
226.63
-
5.00%
5.00%
2.00%
6.00%
5.00%
0.00%
-5.00%
7.00%
5.00%
3.00%
4.00%
3.00%
3.00%
6.00%
4.00%
-6.00%
4.00%
6.00%
6.00%
0.00%
bmdata:4145bmdata:4145
-
RBA Cash Rate + 5%RBA Cash Rate + 5%
-
0.71%
0.71%
2.12%
4.35%
9.10%
9.20%
8.93%
7.45%
7.02%
0.07
1,609.01
-
0.15
730.17
-
0.5
211.85
-
0.47
228.76
-
-
-
3.00%
7.00%
5.00%
7.00%
4.00%
8.00%
10.00%
4.00%
-
1.00%
3.00%
6.00%
8.00%
4.00%
7.00%
10.00%
8.00%
1.00%
bmdata:4140bmdata:4140
-
RBA Cash Rate + 3%RBA Cash Rate + 3%
-
0.55%
0.55%
1.65%
3.39%
7.10%
7.20%
6.93%
5.45%
5.02%
0.07
1,594.23
-
0.15
723.41
-
0.51
209.86
-
0.48
226.63
-
5.00%
6.00%
6.00%
7.00%
6.00%
6.00%
7.00%
9.00%
9.00%
5.00%
6.00%
6.00%
6.00%
7.00%
6.00%
6.00%
8.00%
9.00%
9.00%
1.00%
bmdata:4145bmdata:4145
-
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