Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Morningstar Balanced Real Return Fund - Class A (0P00007DLJ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.027 -0.001    -0.07%
20/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00284 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 241.19M
Morningstar Balanced Real Return Fund 1.027 -0.001 -0.07%

Morningstar Balanced Real Return Fund - Class A Overview

 
Find basic information about the Morningstar Balanced Real Return Fund - Class A 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 0P00007DLJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60INT00284)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.51%
Prev. Close1.028
Risk Rating
TTM Yield2.69%
ROE15.97%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA6.26%
Inception DateMay 30, 2001
Total Assets241.19M
ExpensesN/A
Min. Investment10,000
Market Cap58.05B
CategoryMultisector Balanced
What is your sentiment on Morningstar Balanced Real Return Fund?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1078 1012 1143 1189 1268 1702
Fund Return 7.81% 1.18% 14.31% 5.93% 4.87% 5.46%
Place in category 69 64 81 6 31 23
% in Category 67 63 75 6 33 32

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 722.96M 14.70 10.23 11.93
  Morningstar Growth Real Return Fund 621.7M 10.24 7.72 7.06
  Morningstar International Shares He 495.25M 10.79 6.50 9.41
  Morningstar Australian Shares Fund 389.74M 13.93 6.45 7.84
  Morningstar Multi Asset Real Return 388.42M 9.47 7.65 7.24

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 8.49B 8.20 2.85 5.94
  Sunsuper Retirement 5.05B 6.98 5.10 6.35
  CFS FC W PSup FirstChoice W Moderat 4.73B 8.88 3.41 5.31
  CFS FC ESup FirstChoice Moderate Se 4.73B 9.32 3.83 5.43
  CFS FC W Pen FirstChoice W Moderate 4.73B 10.10 3.88 5.96

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Australian Bonds Z AU60INT00011 16.62 - -
Morningstar Global Opportunities Class A AU60INT98197 16.44 - -
Morningstar International Bonds Hdgd A AU60INT00805 10.54 - -
Morningstar Cash Fund - Class A AU60INT00300 9.75 - -
  Morningstar International Shares Unhedged Fund AU60INT00524 7.78 1.212 +0.35%

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
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007DLJ Comments

Write your thoughts about Morningstar Balanced Real Return Fund - Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email