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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1016 | 1231 | 1278 | 1476 | 2230 |
Fund Return | 10.13% | 1.62% | 23.06% | 8.52% | 8.1% | 8.35% |
Place in category | 182 | 220 | 178 | 37 | 91 | 52 |
% in Category | 63 | 73 | 63 | 16 | 39 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.39B | 9.75 | 7.58 | 8.69 | ||
Dimensional Global Core Equity Trus | 4.22B | 18.88 | 10.79 | 11.73 | ||
Dimensional World Allocation 70 30 | 1.55B | 10.11 | 4.72 | 7.26 | ||
Dimensional World Equity Trust | 1.28B | 13.84 | 7.77 | 9.50 | ||
Dimensional Australian Value Trust | 1.06B | 9.76 | 10.42 | 9.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 38.57B | 10.78 | 7.51 | 8.21 | ||
Sunsuper Australian Shares Index | 7.46B | 10.73 | 8.22 | 8.61 | ||
Mercer Passive Australian Share | 6.62B | 10.60 | 7.50 | 8.10 | ||
Dimensional Australian Core Equity | 5.39B | 9.75 | 7.58 | 8.69 | ||
Fidelity Australian Equities Fund | 4.71B | 9.23 | 4.83 | 8.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.75 | 40.160 | +0.88% | |
Commonwealth Bank Australia | AU000000CBA7 | 9.61 | 159.030 | +1.79% | |
CSL | AU000000CSL8 | 5.69 | 276.47 | +1.00% | |
National Australia Bank | AU000000NAB4 | 4.67 | 40.070 | +1.42% | |
Westpac Banking | AU000000WBC1 | 4.35 | 33.830 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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