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• The ANREV Annual Fund Index returned 5.16%, down from 12.26% in 2021.
• Core funds outperformed the all funds index as well as value added and opportunity funds.
• Australia funds outperformed the index returning 6.77% over 2022.
Data contributions were received from 81 funds with a total gross asset value of US$160.8 billion. Further detail of the sub-indices which cover fund style and various geographies can be found in the full report.
We would like to thank all the companies that supported the data collection exercise and look forward to your continued support in the next round of data collection.
If you have any questions about the ANREV Index or want to take part in this industry-led initiative, please contact Daisy Huang or Justin Wong.
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The ANREV Australia Core Open End Fund Monthly Index (ACOE) saw a total return of -0.74% in September 2024. The ACOE includes 17 funds with a total GAV of AUD 113.22 billion.