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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1042 | 1205 | 1273 | 1473 | 2624 |
Fund Return | 12.71% | 4.21% | 20.53% | 8.38% | 8.06% | 10.13% |
Place in category | 223 | 254 | 209 | 157 | 111 | 16 |
% in Category | 75 | 82 | 71 | 60 | 46 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Greencape Wholesale Broadcap Fund | 1.76B | 17.76 | 8.70 | 10.50 | ||
Greencape Wholesale High Conviction | 971.84M | 17.80 | 10.12 | 10.52 | ||
Merlon Wholesale Australian Share I | 435.14M | 11.32 | 11.12 | 6.66 | ||
Alphinity Concentrated Australian S | 354.24M | 16.91 | 8.72 | 9.30 | ||
Alphinity Wholesale Concentrated Au | 354.24M | 17.63 | 9.45 | 10.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 38.57B | 14.85 | 9.01 | 8.96 | ||
Sunsuper Australian Shares Index | 7.66B | 14.57 | 9.60 | 9.32 | ||
Mercer Passive Australian Share | 6.69B | 14.67 | 8.98 | 8.85 | ||
Dimensional Australian Core Equity | 5.39B | 13.13 | 8.74 | 9.41 | ||
Fidelity Australian Equities Fund | 4.78B | 12.27 | 5.88 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 8.19 | 39.610 | +0.05% | |
CSL | AU000000CSL8 | 8.19 | 277.42 | +0.31% | |
Commonwealth Bank Australia | AU000000CBA7 | 6.85 | 153.690 | +2.28% | |
National Australia Bank | AU000000NAB4 | 6.50 | 36.945 | +1.58% | |
Macquarie | AU000000MQG1 | 4.93 | 223.200 | +1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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