
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1038 | 1131 | 1306 | 1650 | 2253 |
Fund Return | 3.46% | 3.84% | 13.07% | 9.31% | 10.53% | 8.46% |
Place in category | 14 | 13 | 19 | 4 | 7 | 9 |
% in Category | 46 | 48 | 75 | 13 | 27 | 67 |
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 | ||
AU60PER00498 | 480.51M | 2.78 | 7.02 | 6.81 | ||
Perpetual WFI Perpetual Int Shr | 195.46M | 2.81 | 11.78 | 10.97 | ||
The Trust Company Income Fund | 164.77M | 2.94 | 10.81 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Investors Mutual Small Cap Fund | 35.37M | 3.21 | 7.78 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GWA Group Ltd | AU000000GWA4 | 4.70 | 2.40 | -4.00% | |
Primary Health Care | AU0000033359 | 4.64 | 1.305 | -3.69% | |
Deterra Royalties | AU0000107484 | 4.14 | 3.85 | 0.00% | |
EVT Ltd | AU000000EVT1 | 4.09 | 12.03 | -0.82% | |
Westpac Banking | AU000000WBC1 | 4.01 | 31.030 | -0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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