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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1041 | 1141 | 1247 | 1433 | 1950 |
Fund Return | 2.56% | 4.12% | 14.06% | 7.64% | 7.47% | 6.9% |
Place in category | 53 | 106 | 74 | 22 | 8 | 33 |
% in Category | 32 | 65 | 48 | 16 | 6 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 779.45M | 2.14 | 11.12 | 11.34 | ||
Morningstar International Shares He | 518.63M | 2.78 | 8.02 | 9.37 | ||
Morningstar Multi Asset Real Return | 423.83M | 1.99 | 6.67 | 6.82 | ||
Morningstar Australian Shares Fund | 380.54M | 3.20 | 9.38 | 7.92 | ||
Morningstar Balanced Real Return Fu | 259.7M | 1.93 | 5.91 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 24.22B | 1.99 | 7.69 | 8.27 | ||
Sunsuper Balanced | 18.01B | 1.99 | 7.74 | 8.31 | ||
Vanguard Growth Index Fund AU | 12.35B | 2.49 | 7.16 | 7.53 | ||
Ipac Select Index Balanced | 5.16B | 2.46 | 7.16 | 7.33 | ||
North Index Balanced | 5.16B | 2.46 | 7.16 | 7.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Global Opportunities Class A | AU60INT98197 | 26.77 | - | - | |
Morningstar Cash Fund - Class A | AU60INT00300 | 14.62 | - | - | |
Morningstar Australian Bonds Z | AU60INT00011 | 12.51 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 8.81 | 1.232 | -1.06% | |
Morningstar Australian Shares Fund | AU60INT00227 | 4.61 | 1.370 | -0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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