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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1051 | 1035 | 1105 | 1368 | 1378 | 2133 |
| Fund Return | 5.06% | 3.52% | 10.53% | 11.02% | 6.63% | 7.87% |
| Place in category | 48 | 106 | 15 | 28 | 33 | 12 |
| % in Category | 32 | 76 | 8 | 19 | 26 | 11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dimensional World Equity Trust | 1.84B | 7.07 | 14.11 | 10.60 | ||
| Dimensional World Allocation 50 50 | 1.27B | 4.06 | 8.98 | 6.08 | ||
| Dimensional Australian Large Compan | 1.01B | 6.56 | 10.67 | 9.31 | ||
| Dimensional Global Real Estate Trus | 1B | 5.77 | 7.89 | 4.78 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Sunsuper Lifecycle Balanced Pool | 29.56B | 3.43 | 9.05 | 8.39 | ||
| Sunsuper Balanced | 25.44B | 3.44 | 9.22 | 8.47 | ||
| Vanguard Growth Index Fund AU | 14.55B | 4.55 | 10.75 | 7.92 | ||
| North Index Balanced | 5.52B | 5.22 | 10.63 | 7.79 | ||
| IOOF Balanced Investor Trust | 5.35B | 4.50 | 9.94 | 7.76 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| BHP Group Ltd | AU000000BHP4 | 2.43 | 65.160 | -0.90% | |
| NVIDIA | - | 1.62 | 214.72 | -0.98% | |
| Apple | - | 1.40 | 309.35 | -0.63% | |
| Commonwealth Bank Australia | AU000000CBA7 | 1.06 | 157.990 | +0.99% | |
| Microsoft | - | 0.90 | 483.24 | +0.43% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Neutral | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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