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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1069 | 1180 | 1374 | 1481 | 2501 |
Fund Return | 4.45% | 6.92% | 17.96% | 11.18% | 8.18% | 9.6% |
Place in category | 119 | 28 | 47 | 84 | 73 | 20 |
% in Category | 41 | 10 | 18 | 32 | 30 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.77B | 4.11 | 10.05 | 10.23 | ||
Greencape Wholesale High Conviction | 992.62M | 4.16 | 11.46 | 10.12 | ||
Wavestone Wholesale Australian Shar | 626.38M | 4.47 | 10.20 | 9.68 | ||
Merlon Wholesale Australian Share I | 438.18M | 2.80 | 11.14 | 6.66 | ||
Alphinity Concentrated Australian S | 358.07M | 4.40 | 10.36 | 8.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 39.82B | 4.46 | 10.94 | 8.53 | ||
Sunsuper Australian Shares Index | 7.75B | 4.10 | 11.37 | 8.86 | ||
Mercer Passive Australian Share | 6.92B | 4.44 | 10.91 | 8.41 | ||
Dimensional Australian Core Equity | 5.57B | 4.33 | 10.24 | 9.10 | ||
Fidelity Australian Equities Fund | 4.65B | 4.18 | 7.16 | 8.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.53 | 41.260 | +2.76% | |
Westpac Banking | AU000000WBC1 | 7.40 | 31.030 | -0.61% | |
CSL | AU000000CSL8 | 6.50 | 258.67 | -0.08% | |
Commonwealth Bank Australia | AU000000CBA7 | 6.14 | 151.730 | -2.57% | |
National Australia Bank | AU000000NAB4 | 5.88 | 35.080 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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