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Foundation Balanced Fund (0P00007HX4)

Sydney

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1.306 +0.002 +0.14%

27/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 42.78M

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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Technical Chart

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Rating

1-Year Change8.27%

Prev. Close1.304

Risk Rating

TTM Yield6.59%

ROE15.67%

IssuerIOOF Group

TurnoverN/A

ROA5.62%

Inception DateSep 23, 2005

Total Assets42.78M

ExpensesN/A

Min. Investment25,000

Market Cap42.78B

CategoryMultisector Balanced

What is your sentiment on Foundation Balanced Fund?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1088	1016	1161	1164	1312	1817
Fund Return	8.8%	1.64%	16.11%	5.18%	5.58%	6.16%
Place in category	32	21	51	11	12	5
% in Category	33	20	48	12	13	8

Top Equity Funds by Insignia Financial Ltd

Name	Total Assets	YTD%	3Y%	10Y%
IOOF Balanced Investor Trust	4.56B	10.58	6.33	7.66
Strategic Australian Equity Fund	2.91B	10.74	8.99	8.63
IOOF MultiSeries 70	2.08B	10.67	6.23	7.46
IOOF MultiMix Balanced Growth Trust	1.96B	9.93	5.41	7.82
IOOF MultiMix Growth Trust	859.92M	11.82	5.91	8.89

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.44B	8.20	2.85	5.94
Sunsuper Retirement	5.05B	6.98	5.10	6.35
FirstChoice WS Inv FirstChoice WS M	4.7B	9.99	3.62	5.69
CFS FC ESup FirstChoice Moderate Se	4.7B	9.32	3.83	5.43
CFS FC W PSup FirstChoice W Moderat	4.7B	8.88	3.41	5.31

Top Holdings

Name	ISIN	Weight %	Last	Change %
Strategic Australian Equity Fund	AU60DFA00083	30.61	22.597	+0.54%
Strategic Fixed Interest	AU60DFA00158	29.10	-	-
Strategic International Equity	AU60DFA00075	19.96	-	-
Strategic Global Property Fund	AU60DFA00067	10.01	21.005	+0.48%
Strategic Cash Plus	AU60WPC00286	9.70	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foundation Balanc.	1.306	+0.002	+0.14%