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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1021 | 1161 | 1372 | 1378 | 1905 |
Fund Return | 11.32% | 2.09% | 16.14% | 11.12% | 6.63% | 6.66% |
Place in category | 27 | 37 | 33 | 6 | 17 | 15 |
% in Category | 50 | 72 | 67 | 7 | 42 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.76B | 17.76 | 8.70 | 10.50 | ||
Greencape Wholesale High Conviction | 971.84M | 17.80 | 10.12 | 10.52 | ||
Wavestone Wholesale Australian Shar | 627.74M | 12.71 | 8.38 | 10.13 | ||
Alphinity Concentrated Australian S | 354.24M | 16.91 | 8.72 | 9.30 | ||
Alphinity Wholesale Concentrated Au | 354.24M | 17.63 | 9.45 | 10.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN01046 | 5.71B | 13.93 | 12.86 | 8.04 | ||
Investors Mutual Equity Income | 514.22M | 8.81 | 8.96 | 6.62 | ||
MLC Wholesale IncomeBuilderTM | 337.73M | 16.87 | 11.19 | 7.23 | ||
Legg Mason Martin Currie Equity Inc | 88.43M | 11.76 | 7.15 | 7.21 | ||
Nikko AM Australian Share Income Fu | 166.76M | 7.13 | 8.23 | 7.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coles Group | AU0000030678 | 5.86 | 18.68 | -0.21% | |
Insurance Australia Group | AU000000IAG3 | 5.56 | 8.280 | -2.36% | |
Woolworths | AU000000WOW2 | 5.48 | 30.180 | -0.69% | |
ASX | AU000000ASX7 | 4.99 | 64.30 | -1.74% | |
Westpac Banking | AU000000WBC1 | 4.56 | 31.670 | -1.19% |
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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