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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1004 | 1139 | 1103 | 1369 | 2071 |
Fund Return | 13.85% | 0.4% | 13.85% | 3.31% | 6.48% | 7.55% |
Place in category | 1 | 3 | 1 | 7 | 2 | 1 |
% in Category | 1 | 23 | 1 | 75 | 20 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60WFS05472 | 381.29M | 2.89 | 6.68 | 6.17 | ||
Australian Unity A REIT Fund | 89.57M | 4.78 | -1.06 | 5.76 | ||
Lifeplan Investment Bond Colonial F | 83.8M | 4.45 | 1.32 | 2.20 | ||
Lifeplan Education Savings Plan Hig | 19.74M | 9.54 | 4.92 | 7.24 | ||
Lifeplan Investment Bond MLC Horiz | 7.83M | 4.81 | 2.30 | 2.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.7B | 13.75 | 6.36 | 9.96 | ||
Bennelong Concentrated Australian E | 1.09B | 6.82 | -4.33 | 10.52 | ||
Greencape Wholesale High Conviction | 947.47M | 13.26 | 7.84 | 9.83 | ||
AU60BFL00019 | 826.83M | 7.07 | -3.02 | 9.78 | ||
CFS Wholesale Industrial Share | 598.44M | 14.65 | 6.88 | 9.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rio Tinto Ltd | AU000000RIO1 | 7.00 | 121.000 | +0.68% | |
Block Inc Chess Depository Interest | AU0000187353 | 6.35 | - | - | |
Fisher&Paykel Healthcare | NZFAPE0001S2 | 5.19 | 31.43 | +0.32% | |
Goodman Group | AU000000GMG2 | 5.02 | 36.525 | +0.90% | |
Cochlear | AU000000COH5 | 4.75 | 309.96 | -0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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