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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1119 | 964 | 1119 | 1297 | 1379 | 2376 |
Fund Return | 11.94% | -3.62% | 11.94% | 9.06% | 6.64% | 9.04% |
Place in category | 7 | 44 | 7 | 19 | 38 | 6 |
% in Category | 14 | 83 | 14 | 42 | 83 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60ETL03497 | 2.59B | 12.80 | 9.91 | 9.47 | ||
Allan Gray Australia Stable Fund | 329M | 6.56 | 5.06 | 5.24 | ||
Allan Gray Australia Balanced Fund | 204M | 14.65 | 9.50 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Australian Equity Fund | 2.9B | 11.31 | 8.57 | 9.00 | ||
AU60ETL03497 | 2.59B | 12.80 | 9.91 | 9.47 | ||
Realindex RAFI Australian Share Cl | 1.54B | 10.70 | 9.79 | 9.06 | ||
Dimensional Australian Value Trust | 1.1B | 8.75 | 9.28 | 9.63 | ||
Perpetual Wholesale Industrial Fund | 1.09B | 22.72 | 10.33 | 7.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alumina Ltd | AU000000AWC3 | 7.41 | - | - | |
Woodside Energy | AU0000224040 | 7.39 | 24.800 | +0.98% | |
Newmont DRC | AU0000297962 | 7.30 | 66.83 | +0.33% | |
Qbe Insurance Group | AU000000QBE9 | 6.51 | 20.550 | +0.49% | |
ANZ Holdings | AU000000ANZ3 | 5.42 | 30.610 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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