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Mlc Mkpf - Incomebuilder (LP65083182)

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61.974 +0.520    +0.84%
22/11 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  National/MLC Group
ISIN:  AU60MLC08016 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 167.46M
MLC MKey Pens - IncomeBuilder 61.974 +0.520 +0.84%

Mlc Mkpf - Incomebuilder Overview

 
Find basic information about the Mlc Mkpf - Incomebuilder mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP65083182 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60MLC08016)
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Rating
1-Year Change24.81%
Prev. Close61.456
Risk Rating
TTM Yield0%
ROE12.18%
IssuerNational/MLC Group
TurnoverN/A
ROA2.98%
Inception DateAug 13, 2007
Total Assets167.46M
ExpensesN/A
Min. InvestmentN/A
Market Cap30.46B
CategoryEquity Australia Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1000 1244 1344 1520 2143
Fund Return 13.38% 0.03% 24.38% 10.37% 8.73% 7.92%
Place in category 5 21 7 6 15 7
% in Category 17 62 24 17 55 33

Top Equity Funds by Insignia Financial Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  MLC MKey Super Horizon 6 Share Port 1.37B 11.96 6.47 9.08
  AU60ANT00026 593.14M 14.47 1.62 10.00
  MLC MKey Super Australian Share Fun 538M 10.10 7.03 8.62
  MLC MKey Bus Sup Horizon 6 Share 456.82M 11.67 6.15 8.80
  MLC MKey Bus Sup Australian Share F 368.42M 9.82 6.71 8.34

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.91B 10.74 8.99 8.63
  AU60ETL00600 2.63B 13.51 9.33 9.03
  AU60ETL03497 2.63B 14.24 10.18 9.47
  Realindex RAFI Australian Share Cl 1.52B 10.24 10.53 8.81
  Perpetual Wholesale Industrial Fund 1.09B 19.65 9.22 7.31

Top Holdings

Name ISIN Weight % Last Change %
  Westpac Banking AU000000WBC1 9.05 33.710 -0.35%
  National Australia Bank AU000000NAB4 8.42 39.680 -0.97%
  ANZ Holdings AU000000ANZ3 7.93 31.935 -1.01%
  Telstra Group AU000000TLS2 6.62 3.885 +0.65%
  Commonwealth Bank Australia AU000000CBA7 4.57 158.560 -0.30%

Technical Summary

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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