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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1064 | 1216 | 1476 | 1591 | 2074 |
Fund Return | 3.78% | 6.44% | 21.64% | 13.86% | 9.74% | 7.57% |
Place in category | 20 | 1 | 1 | 1 | 1 | 13 |
% in Category | 36 | 1 | 1 | 1 | 1 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
The Trust Company Income Fund | 164.77M | 2.94 | 10.81 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Australian Equity Fund | 3B | 4.35 | 11.97 | 9.22 | ||
AU60ETL00600 | 2.67B | 3.30 | 11.05 | 9.35 | ||
AU60ETL03497 | 2.67B | 3.36 | 11.92 | 9.78 | ||
Realindex RAFI Australian Share Cl | 1.61B | 4.33 | 12.91 | 9.24 | ||
Dimensional Australian Value Trust | 1.1B | 4.77 | 12.11 | 9.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Commonwealth Bank Australia | AU000000CBA7 | 10.06 | 151.730 | -2.57% | |
Flutter Entertainment | IE00BWT6H894 | 7.73 | 22,290.0 | -0.89% | |
Westpac Banking | AU000000WBC1 | 6.67 | 31.030 | -0.61% | |
Goodman Group | AU000000GMG2 | 6.66 | 34.550 | +1.02% | |
Suncorp Group Ltd | AU000000SUN6 | 5.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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