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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1051 | 1168 | 1333 | 1539 | 2650 |
Fund Return | 4.11% | 5.07% | 16.84% | 10.05% | 9.01% | 10.23% |
Place in category | 34 | 28 | 20 | 19 | 9 | 6 |
% in Category | 87 | 69 | 50 | 63 | 31 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale High Conviction | 992.62M | 4.16 | 11.46 | 10.12 | ||
Wavestone Wholesale Australian Shar | 626.38M | 4.47 | 10.20 | 9.68 | ||
Merlon Wholesale Australian Share I | 438.18M | 2.80 | 11.14 | 6.66 | ||
Alphinity Concentrated Australian S | 358.07M | 4.40 | 10.36 | 8.82 | ||
Alphinity Wholesale Concentrated Au | 358.07M | 4.45 | 11.18 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bennelong Concentrated Australian E | 1.09B | 5.29 | 1.11 | 10.61 | ||
Greencape Wholesale High Conviction | 992.62M | 4.16 | 11.46 | 10.12 | ||
AU60BFL00019 | 879M | 5.31 | 2.27 | 9.86 | ||
CFS Wholesale Industrial Share | 622.59M | 4.25 | 11.38 | 9.14 | ||
Smallco Broadcap | 389.57M | 5.07 | 14.10 | 12.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.76 | 41.260 | +2.76% | |
CSL | AU000000CSL8 | 8.68 | 258.67 | -0.08% | |
Macquarie | AU000000MQG1 | 4.35 | 228.510 | -1.50% | |
Commonwealth Bank Australia | AU000000CBA7 | 4.07 | 151.730 | -2.57% | |
Goodman Group | AU000000GMG2 | 4.02 | 34.550 | +1.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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