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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1072 | 1251 | 1311 | 1495 | 2615 |
Fund Return | 17.63% | 7.17% | 25.05% | 9.45% | 8.37% | 10.09% |
Place in category | 57 | 39 | 76 | 73 | 73 | 17 |
% in Category | 21 | 14 | 27 | 28 | 30 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.76B | 17.76 | 8.70 | 10.50 | ||
Greencape Wholesale High Conviction | 971.84M | 17.80 | 10.12 | 10.52 | ||
Wavestone Wholesale Australian Shar | 627.74M | 12.71 | 8.38 | 10.13 | ||
Merlon Wholesale Australian Share I | 435.14M | 11.32 | 11.12 | 6.66 | ||
Alphinity Concentrated Australian S | 354.24M | 16.91 | 8.72 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 38.57B | 14.85 | 9.01 | 8.96 | ||
Sunsuper Australian Shares Index | 7.66B | 14.57 | 9.60 | 9.32 | ||
Mercer Passive Australian Share | 6.69B | 14.67 | 8.98 | 8.85 | ||
Dimensional Australian Core Equity | 5.39B | 13.13 | 8.74 | 9.41 | ||
Fidelity Australian Equities Fund | 4.78B | 12.27 | 5.88 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.52 | 39.610 | +0.05% | |
CSL | AU000000CSL8 | 7.60 | 277.42 | +0.31% | |
Commonwealth Bank Australia | AU000000CBA7 | 7.45 | 153.690 | +2.28% | |
Westpac Banking | AU000000WBC1 | 7.06 | 32.200 | +1.67% | |
National Australia Bank | AU000000NAB4 | 6.97 | 36.945 | +1.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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