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Foundation Balanced Fund (0P00007HX4)

Sydney

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1.258 -0.020 -1.54%

03/04 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 41.64M

Type: Fund

Market: Australia

Issuer: IOOF Group

ISIN: AU60WPC00088

Asset Class: Equity

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0P00007HX4 Overview

Find basic information about the Foundation Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00007HX4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 2.56%

Prev. Close1.278

Risk Rating

TTM Yield6.84%

ROE16.77%

IssuerIOOF Group

TurnoverN/A

ROA6.02%

Inception DateSep 23, 2005

Total Assets41.64M

ExpensesN/A

Min. Investment25,000

Market Cap45.75B

CategoryMultisector Balanced

What is your sentiment on Foundation Balanced Fund?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	999	1088	1199	1370	1740
Fund Return	1.35%	-0.07%	8.84%	6.22%	6.49%	5.7%
Place in category	65	108	51	14	10	5
% in Category	59	99	50	15	10	8

Top Equity Funds by Insignia Financial Ltd

Name	Total Assets	YTD%	3Y%	10Y%
IOOF Balanced Investor Trust	4.71B	0.95	7.76	7.03
Strategic Australian Equity Fund	2.91B	0.87	9.43	8.00
IOOF MultiSeries 70	2.29B	1.10	7.73	6.81
IOOF MultiMix Balanced Growth Trust	1.99B	1.11	6.97	7.25
IOOF MultiMix Growth Trust	893.8M	1.15	7.80	8.16

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.76B	1.52	5.01	5.43
Sunsuper Retirement	5.74B	1.37	6.06	6.15
FirstChoice WS Inv FirstChoice WS M	4.75B	1.60	5.77	5.24
CFS FC ESup FirstChoice Moderate Se	4.75B	1.55	5.77	5.05
CFS FC W PSup FirstChoice W Moderat	4.75B	1.48	5.31	4.90

Top Holdings

Name	ISIN	Weight %	Last	Change %
Strategic Fixed Interest	AU60DFA00158	29.93	-	-
Strategic Australian Equity Fund	AU60DFA00083	29.74	21.208	-1.15%
Strategic International Equity	AU60DFA00075	20.02	-	-
Strategic Global Property Fund	AU60DFA00067	10.03	19.561	-2.54%
Strategic Cash Plus	AU60WPC00286	9.98	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Neutral
Technical Indicators	Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Neutral

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