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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1014 | 1062 | 1116 | 1156 | 1337 |
Fund Return | 4.59% | 1.37% | 6.22% | 3.74% | 2.94% | 2.95% |
Place in category | 11 | 15 | 9 | 4 | 3 | 2 |
% in Category | 23 | 34 | 20 | 8 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60PER02601 | 1.81B | 5.42 | 4.30 | 3.64 | ||
Perpetual High Grade Treasury | 211.12M | 4.65 | 3.82 | 3.03 | ||
Perpetual Wholesale Dynamic Fixed I | 25.62M | 4.58 | 2.02 | 3.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ANZ Fixed Income Fund | 351.57M | 4.01 | -0.59 | 2.77 | ||
Smarter Money Fund Platform Investo | 342.96M | 4.33 | 3.45 | 2.72 | ||
Perpetual High Grade Treasury | 211.12M | 4.65 | 3.82 | 3.03 | ||
Macquarie Australian Diversified In | 180.88M | 4.48 | 3.32 | 2.81 | ||
Sandhurst Strategic Income Fund Cla | 50.75M | 4.43 | 3.47 | 2.70 |
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 | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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