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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1015 | 1064 | 1133 | 1169 | 1353 |
Fund Return | 5.75% | 1.5% | 6.4% | 4.24% | 3.16% | 3.07% |
Place in category | 9 | 12 | 9 | 3 | 2 | 1 |
% in Category | 18 | 24 | 18 | 6 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60PER02601 | 2B | 6.70 | 4.80 | 3.71 | ||
Perpetual High Grade Treasury Fund | 205.52M | 5.68 | 4.15 | 2.99 | ||
Perpetual Wholesale Dynamic Fixed I | 26.04M | 4.84 | 2.35 | 3.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ANZ Fixed Income Fund | 351.57M | 3.34 | -0.27 | 2.48 | ||
Smarter Money Fund Platform Investo | 342.96M | 5.38 | 3.87 | 2.76 | ||
Perpetual High Grade Treasury Fund | 205.52M | 5.68 | 4.15 | 2.99 | ||
Macquarie Australian Diversified In | 204.99M | 5.53 | 3.71 | 2.86 | ||
Sandhurst Strategic Income Fund Cla | 50.75M | 5.35 | 3.81 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Perpetual Corporate Trust Limited ATF Triton Trust No.8 in respect of Bond | AU3FN0051306 | 2.05 | - | - | |
Bank of Nova Scotia 5.2163% | AU3FN0065678 | 1.98 | - | - | |
GAIF Bond Issuer Pty Ltd. 2.584% | AU3CB0284727 | 1.93 | - | - | |
Perpetual Corporate Trust Limited ATF Triton Trust No.8 in respect of Bond | AU3FN0051298 | 1.89 | - | - | |
Liberty Funding Pty Ltd in respect of the Liberty Series 2020-1 Sme 5.905% | AU3FN0055729 | 1.81 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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