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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1049 | 1142 | 1404 | 1528 | 2416 |
Fund Return | 4.35% | 4.89% | 14.23% | 11.97% | 8.85% | 9.22% |
Place in category | 2 | 8 | 7 | 18 | 12 | 7 |
% in Category | 3 | 19 | 15 | 40 | 30 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IOOF Balanced Investor Trust | 4.77B | 2.23 | 7.72 | 7.53 | ||
IOOF MultiSeries 70 | 2.28B | 2.16 | 7.60 | 7.30 | ||
IOOF MultiMix Balanced Growth Trust | 2.02B | 2.24 | 6.91 | 7.71 | ||
IOOF MultiMix Growth Trust | 907.48M | 2.74 | 7.81 | 8.79 | ||
Strategic Global Property Fund | 745.42M | 1.41 | -0.03 | 4.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60ETL00600 | 2.68B | 3.30 | 11.05 | 9.35 | ||
AU60ETL03497 | 2.68B | 3.36 | 11.92 | 9.78 | ||
Realindex RAFI Australian Share Cl | 1.61B | 4.33 | 12.91 | 9.24 | ||
Dimensional Australian Value Trust | 1.12B | 4.77 | 12.11 | 9.91 | ||
Perpetual Wholesale Industrial Fund | 1.11B | 3.78 | 13.86 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 7.78 | 39.200 | +0.56% | |
Westpac Banking | AU000000WBC1 | 6.70 | 30.400 | -0.56% | |
Commonwealth Bank Australia | AU000000CBA7 | 6.69 | 148.140 | -0.24% | |
National Australia Bank | AU000000NAB4 | 6.08 | 34.070 | -0.55% | |
ANZ Holdings | AU000000ANZ3 | 5.26 | 28.720 | +0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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