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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 991 | 1097 | 1332 | 1385 | 1875 |
Fund Return | 9.74% | -0.93% | 9.74% | 10.04% | 6.74% | 6.49% |
Place in category | 21 | 15 | 21 | 5 | 13 | 14 |
% in Category | 41 | 29 | 41 | 8 | 33 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.7B | 13.75 | 6.36 | 9.96 | ||
Greencape Wholesale High Conviction | 947.47M | 13.26 | 7.84 | 9.83 | ||
Wavestone Wholesale Australian Shar | 607.1M | 9.21 | 6.61 | 9.52 | ||
Alphinity Concentrated Australian S | 345.05M | 13.96 | 6.84 | 8.76 | ||
Alphinity Wholesale Concentrated Au | 345.05M | 14.70 | 7.57 | 9.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN01046 | 5.66B | 11.33 | 10.38 | 7.50 | ||
Investors Mutual Equity Income | 514.22M | 7.24 | 7.50 | 6.23 | ||
MLC Wholesale IncomeBuilderTM | 337.73M | 13.26 | 9.07 | 6.68 | ||
Legg Mason Martin Currie Equity Inc | 92.07M | 9.09 | 5.60 | 6.68 | ||
Nikko AM Australian Share Income Fu | 164.6M | 3.96 | 6.19 | 6.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Insurance Australia Group | AU000000IAG3 | 5.31 | 9.200 | +3.02% | |
ASX | AU000000ASX7 | 5.28 | 63.48 | +1.23% | |
Coles Group | AU0000030678 | 5.12 | 19.50 | -0.20% | |
Ramsay Health Care | AU000000RHC8 | 5.11 | 33.74 | -0.50% | |
Qbe Insurance Group | AU000000QBE9 | 4.70 | 20.940 | +0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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