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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1044 | 1138 | 1347 | 1723 | 2373 |
Fund Return | 4.05% | 4.39% | 13.8% | 10.44% | 11.5% | 9.02% |
Place in category | 1 | 2 | 2 | 1 | 1 | 2 |
% in Category | 1 | 25 | 34 | 1 | 1 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.11B | 3.78 | 13.86 | 7.57 | ||
Perpetual W Share Plus L S | 992.9M | 2.21 | 10.66 | 8.57 | ||
Perpetual Wholesale Ethical SRI Fun | 623.68M | 3.46 | 9.31 | 8.46 | ||
AU60PER00498 | 480.51M | 2.78 | 7.02 | 6.81 | ||
Perpetual WFI Perpetual Int Shr | 195.46M | 2.81 | 11.78 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Ethical SRI Fun | 623.68M | 3.46 | 9.31 | 8.46 | ||
Investors Mutual WS Future Leaders | 458.03M | 3.90 | 7.00 | 7.36 | ||
Microequities Deep Value Microcap F | 195.35M | -1.03 | 2.91 | 9.53 | ||
Investors Mutual WS Australian Smal | 135.09M | 3.04 | 8.36 | 8.78 | ||
Cromwell Phoenix Opportunities Fund | 36.62M | 0.58 | 6.06 | 14.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GWA Group Ltd | AU000000GWA4 | 4.70 | 2.28 | -2.15% | |
Primary Health Care | AU0000033359 | 4.64 | 1.303 | -0.95% | |
Deterra Royalties | AU0000107484 | 4.14 | 3.46 | -1.14% | |
EVT Ltd | AU000000EVT1 | 4.09 | 13.55 | -2.31% | |
Westpac Banking | AU000000WBC1 | 4.01 | 30.100 | -1.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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