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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1047 | 1164 | 1385 | 1557 | 2623 |
Fund Return | 4.16% | 4.67% | 16.43% | 11.46% | 9.26% | 10.12% |
Place in category | 31 | 33 | 22 | 5 | 7 | 7 |
% in Category | 84 | 78 | 54 | 14 | 29 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.7B | 4.11 | 10.05 | 10.23 | ||
Wavestone Wholesale Australian Shar | 581.1M | 4.47 | 10.20 | 9.68 | ||
Merlon Wholesale Australian Share I | 436.38M | 2.80 | 11.14 | 6.66 | ||
Alphinity Wholesale Concentrated Au | 415.8M | 4.45 | 11.18 | 9.60 | ||
Alphinity Concentrated Australian S | 415.8M | 4.40 | 10.36 | 8.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.7B | 4.11 | 10.05 | 10.23 | ||
Bennelong Concentrated Australian E | 1.03B | 5.29 | 1.11 | 10.61 | ||
AU60BFL00019 | 790.79M | 5.31 | 2.27 | 9.86 | ||
CFS Wholesale Industrial Share | 645.35M | 4.25 | 11.38 | 9.14 | ||
Smallco Broadcap | 389.57M | 5.07 | 14.10 | 12.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CSL | AU000000CSL8 | 9.53 | 250.37 | -0.62% | |
BHP Group Ltd | AU000000BHP4 | 9.47 | 38.950 | -1.77% | |
Macquarie | AU000000MQG1 | 5.44 | 199.090 | -1.36% | |
Goodman Group | AU000000GMG2 | 5.19 | 30.710 | +0.52% | |
Commonwealth Bank Australia | AU000000CBA7 | 3.62 | 144.800 | -1.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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