Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Investors Mutual Concentrated Australian Share Fund (0P0000SBSL)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.041 -0.020    -0.92%
20/11 - Delayed Data. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 209.13M
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00101 
Asset Class:  Equity
Investors Mutual Concentrated Australian Share Fun 2.041 -0.020 -0.92%

0P0000SBSL Overview

 
Find basic information about the Investors Mutual Concentrated Australian Share 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 0P0000SBSL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change6.29%
Prev. Close2.059
Risk Rating
TTM Yield2.72%
ROE15.69%
IssuerInvestors Mutual Limited
Turnover13%
ROA4.27%
Inception DateAug 31, 2010
Total Assets209.13M
ExpensesN/A
Min. Investment50,000
Market Cap12.34B
CategoryEquity Australia Large Blend
What is your sentiment on Investors Mutual Concentrated Australian Share Fun?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 977 1099 1098 1187 1837
Fund Return 1.85% -2.34% 9.92% 3.16% 3.49% 6.27%
Place in category 286 299 282 259 237 164
% in Category 98 99 98 94 97 84

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 5.83 5.60 6.13
  Investors Mutual Equity Income 514.22M 6.59 8.19 6.16
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Investors Mutual All Industrials Sh 165.5M 9.91 6.31 6.24
  Investors Mutual WS Australian Smal 135.09M 18.72 3.98 8.87

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.87B 10.78 7.51 8.21
  Sunsuper Australian Shares Index 7.46B 10.73 8.22 8.61
  Mercer Passive Australian Share 6.66B 10.60 7.50 8.10
  Dimensional Australian Core Equity 5.39B 9.75 7.58 8.69
  Fidelity Australian Equities Fund 4.71B 9.23 4.83 8.13

Top Holdings

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 12.72 276.99 +1.19%
  Aurizon Holdings AU000000AZJ1 8.93 3.430 +0.88%
  Telstra Group AU000000TLS2 8.85 3.865 +0.39%
  Lottery AU0000219529 7.36 5.15 +1.68%
  Brambles AU000000BXB1 7.12 19.240 +0.94%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000SBSL Comments

Write your thoughts about Investors Mutual Concentrated Australian Share Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email