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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1018 | 1084 | 1226 | 1444 | 1932 |
Fund Return | 2.78% | 1.81% | 8.37% | 7.02% | 7.62% | 6.81% |
Place in category | 51 | 48 | 40 | 45 | 23 | 27 |
% in Category | 88 | 81 | 72 | 86 | 50 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.11B | 3.78 | 13.86 | 7.57 | ||
Perpetual W Share Plus L S | 992.9M | 2.21 | 10.66 | 8.57 | ||
Perpetual Wholesale Ethical SRI Fun | 623.68M | 3.46 | 9.31 | 8.46 | ||
Perpetual WFI Perpetual Int Shr | 195.46M | 2.81 | 11.78 | 10.97 | ||
Perpetual Pure Microcap Fund | 105.68M | 1.03 | 3.76 | 14.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Australian Equity Fund | 3B | 4.35 | 11.97 | 9.22 | ||
AU60ETL00600 | 2.68B | 3.30 | 11.05 | 9.35 | ||
AU60ETL03497 | 2.68B | 3.36 | 11.92 | 9.78 | ||
Realindex RAFI Australian Share Cl | 1.58B | 4.33 | 12.91 | 9.24 | ||
Dimensional Australian Value Trust | 1.08B | 4.77 | 12.11 | 9.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.41 | 38.950 | -1.77% | |
Commonwealth Bank Australia | AU000000CBA7 | 7.89 | 144.800 | -1.44% | |
Flutter Entertainment | IE00BWT6H894 | 5.19 | 18,000.0 | +0.56% | |
CSL | AU000000CSL8 | 4.28 | 250.37 | -0.62% | |
Westpac Banking | AU000000WBC1 | 3.96 | 30.070 | -2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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