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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1007 | 1170 | 1261 | 1749 | 2910 |
Fund Return | 7.18% | 0.71% | 17.04% | 8.02% | 11.83% | 11.27% |
Place in category | 9 | 167 | 14 | 31 | 6 | 4 |
% in Category | 4 | 59 | 6 | 11 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Grant Samuel Tribeca Alpha Plus FuC | 257.89M | 7.56 | 8.78 | 11.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 35.12B | 3.22 | 6.47 | 7.67 | ||
Mercer Passive Australian Share | 5.68B | 3.09 | 6.32 | 7.57 | ||
Fidelity Australian Equities Fund | 5.02B | 1.36 | 4.53 | 7.56 | ||
Dimensional Australian Core Equity | 5.01B | 3.17 | 6.95 | 8.28 | ||
Macquarie True Index Australian Sha | 2.32B | 3.22 | 6.55 | 7.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 12.52 | 42.680 | -1.09% | |
CSL | AU000000CSL8 | 8.89 | 295.21 | +0.02% | |
Commonwealth Bank Australia | AU000000CBA7 | 8.78 | 127.380 | +0.94% | |
Macquarie | AU000000MQG1 | 5.15 | 204.690 | +0.43% | |
Xero | NZXROE0001S2 | 4.68 | 136.40 | +0.71% |
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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