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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1015 | 1065 | 1127 | 1165 | 1352 |
Fund Return | 5.3% | 1.48% | 6.46% | 4.06% | 3.11% | 3.06% |
Place in category | 10 | 10 | 10 | 2 | 1 | 1 |
% in Category | 22 | 20 | 25 | 3 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60PER02601 | 2B | 6.09 | 4.58 | 3.68 | ||
Perpetual High Grade Treasury Fund | 205.52M | 5.23 | 3.97 | 2.98 | ||
Perpetual Wholesale Dynamic Fixed I | 26.04M | 4.05 | 2.30 | 3.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ANZ Fixed Income Fund | 351.57M | 2.08 | -0.03 | 2.49 | ||
Smarter Money Fund Platform Investo | 342.96M | 5.06 | 3.64 | 2.76 | ||
Perpetual High Grade Treasury Fund | 205.52M | 5.23 | 3.97 | 2.98 | ||
Macquarie Australian Diversified In | 188.12M | 5.05 | 3.57 | 2.84 | ||
Sandhurst Strategic Income Fund Cla | 50.75M | 5.03 | 3.71 | 2.73 |
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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