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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1049 | 1179 | 1159 | 1368 | 2055 |
Fund Return | 10.48% | 4.91% | 17.92% | 5.05% | 6.46% | 7.47% |
Place in category | 90 | 83 | 55 | 68 | 50 | 18 |
% in Category | 58 | 51 | 37 | 49 | 40 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.39B | 14.61 | 9.74 | 11.26 | ||
Dimensional Australian Core Equity | 5.52B | 11.55 | 8.28 | 9.26 | ||
Dimensional World Equity Trust | 1.27B | 13.58 | 8.16 | 9.68 | ||
Dimensional Australian Value Trust | 1.08B | 10.72 | 10.60 | 9.63 | ||
Dimensional World Allocation 50 50 | 1.03B | 8.39 | 3.51 | 6.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 58.59B | 9.09 | 6.54 | 8.27 | ||
Sunsuper Balanced | 16.92B | 9.11 | 6.60 | 8.31 | ||
Vanguard Growth Index Fund AU | 11.76B | 11.06 | 5.11 | 7.88 | ||
North Index Balanced | 5.07B | 11.21 | 5.47 | 7.60 | ||
Ipac Select Index Balanced | 5.07B | 11.21 | 5.47 | 7.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 1.98 | 42.740 | +0.33% | |
Apple | US0378331005 | 1.54 | 222.01 | -0.40% | |
NVIDIA | US67066G1040 | 1.34 | 136.05 | +0.48% | |
Commonwealth Bank Australia | AU000000CBA7 | 1.24 | 143.320 | -0.71% | |
Microsoft | US5949181045 | 1.19 | 408.46 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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