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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 960 | 1103 | 1278 | 1576 | 2368 |
Fund Return | -0.66% | -4.05% | 10.31% | 8.51% | 9.53% | 9% |
Place in category | 12 | 10 | 10 | 12 | 10 | 5 |
% in Category | 25 | 22 | 17 | 35 | 34 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale High Conviction | 967.28M | -0.05 | 9.61 | 8.98 | ||
Wavestone Wholesale Australian Shar | 581.1M | -1.49 | 7.39 | 8.31 | ||
Merlon Wholesale Australian Share I | 436.38M | 2.45 | 9.47 | 6.08 | ||
Alphinity Concentrated Australian S | 415.8M | 0.16 | 8.24 | 7.72 | ||
Alphinity Wholesale Concentrated Au | 415.8M | 0.27 | 9.00 | 8.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bennelong Concentrated Australian E | 1.03B | -2.26 | 0.82 | 8.91 | ||
Greencape Wholesale High Conviction | 967.28M | -0.05 | 9.61 | 8.98 | ||
AU60BFL00019 | 790.79M | -2.64 | 1.19 | 8.40 | ||
CFS Wholesale Industrial Share | 645.35M | -1.16 | 8.91 | 7.81 | ||
Smallco Broadcap | 369.52M | -0.77 | 12.85 | 11.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.42 | 39.720 | +1.74% | |
CSL | AU000000CSL8 | 8.86 | 252.92 | -1.51% | |
Macquarie | AU000000MQG1 | 4.42 | 205.760 | +0.52% | |
Commonwealth Bank Australia | AU000000CBA7 | 4.36 | 149.990 | +0.92% | |
Goodman Group | AU000000GMG2 | 4.05 | 31.425 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Strong Sell | Buy |
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