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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1017 | 1053 | 1085 | 1118 | 1335 |
Fund Return | 0.43% | 1.72% | 5.35% | 2.76% | 2.25% | 2.94% |
Place in category | 98 | 54 | 68 | 61 | 50 | 25 |
% in Category | 88 | 50 | 65 | 69 | 64 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60PER02601 | 2.21B | 0.65 | 5.19 | 3.76 | ||
Perpetual High Grade Treasury | 211.52M | 0.46 | 4.54 | 3.11 | ||
Perpetual High Grade Treasury Fund | 211.52M | 0.46 | 4.46 | 3.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60MAQ02772 | 2.92B | 0.60 | 2.78 | 2.57 | ||
AU60PER02601 | 2.21B | 0.65 | 5.19 | 3.76 | ||
Realm High Income Fund Wholesale Un | 2.02B | 0.71 | 7.14 | 4.93 | ||
PIMCO Global Credit Fund Wholesale | 0.58 | -1.05 | 1.95 | |||
PIMCO Global Credit Fund | 191.24M | 0.58 | -1.03 | 1.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Commonwealth Bank of Australia 6.22% | AU3FN0055992 | 3.86 | - | - | |
ANZ Group Holdings Ltd. 6.27% | AU3FN0055687 | 3.83 | - | - | |
National Australia Bank Ltd. 6.13% | AU3FN0057402 | 3.82 | - | - | |
Pepper I-Prime 2021-2 Trust 5.41% | AU3FN0061941 | 2.48 | - | - | |
Newcastle Greater Mutual Group Ltd. 6.28% | AU3FN0085023 | 2.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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