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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1018 | 1134 | 1268 | 1300 | 2025 |
Fund Return | 7.13% | 1.76% | 13.4% | 8.23% | 5.39% | 7.31% |
Place in category | 51 | 43 | 51 | 33 | 34 | 9 |
% in Category | 98 | 82 | 98 | 64 | 83 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nikko AM Global Share Fund | 332.8M | 34.72 | 9.47 | 13.99 | ||
Nikko AM Australian Share W Fund | 321.83M | 10.42 | 7.68 | 6.92 | ||
Nikko AM Growth Fund Nil Entry Fee | 212.09M | 21.55 | 7.27 | 7.90 |
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 | ||
Merlon Wholesale Australian Share I | 435.14M | 11.32 | 11.12 | 6.66 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 7.81 | 39.590 | -0.23% | |
Westpac Banking | AU000000WBC1 | 7.80 | 31.670 | -1.19% | |
ANZ Holdings | AU000000ANZ3 | 6.90 | 27.940 | -2.34% | |
CSL | AU000000CSL8 | 6.09 | 276.57 | -0.80% | |
Telstra Group | AU000000TLS2 | 5.23 | 3.980 | +0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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