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Merlon Australian Share Income Fund (0P00007ADY)

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1.242 -0.010    -0.54%
19/12 - Delayed Data. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 435.14M
Type:  Fund
Market:  Australia
Issuer:  Challenger Ltd
ISIN:  AU60HBC00113 
Asset Class:  Equity
Merlon Wholesale Australian Share Income Fund 1.242 -0.010 -0.54%

0P00007ADY Overview

 
Find basic information about the Merlon Australian Share Income 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 0P00007ADY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.54%
Prev. Close1.249
Risk Rating
TTM Yield4.47%
ROE7.72%
IssuerChallenger Ltd
Turnover75.56%
ROA1.65%
Inception DateJan 11, 1995
Total Assets435.14M
ExpensesN/A
Min. Investment10,000
Market Cap13.73B
CategoryN/A
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1113 1021 1161 1372 1378 1905
Fund Return 11.32% 2.09% 16.14% 11.12% 6.63% 6.66%
Place in category 27 37 33 6 17 15
% in Category 50 72 67 7 42 46

Top Equity Funds by Merlon Capital Partners Pty Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Greencape Wholesale Broadcap Fund 1.76B 17.76 8.70 10.50
  Greencape Wholesale High Conviction 971.84M 17.80 10.12 10.52
  Wavestone Wholesale Australian Shar 627.74M 12.71 8.38 10.13
  Alphinity Concentrated Australian S 354.24M 16.91 8.72 9.30
  Alphinity Wholesale Concentrated Au 354.24M 17.63 9.45 10.09

Top Funds for Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN01046 5.71B 13.93 12.86 8.04
  Investors Mutual Equity Income 514.22M 8.81 8.96 6.62
  MLC Wholesale IncomeBuilderTM 337.73M 16.87 11.19 7.23
  Legg Mason Martin Currie Equity Inc 88.43M 11.76 7.15 7.21
  Nikko AM Australian Share Income Fu 166.76M 7.13 8.23 7.31

Top Holdings

Name ISIN Weight % Last Change %
  Coles Group AU0000030678 5.86 18.66 -0.11%
  Insurance Australia Group AU000000IAG3 5.56 8.410 +1.57%
  Woolworths AU000000WOW2 5.48 30.260 +0.27%
  ASX AU000000ASX7 4.99 65.08 +1.21%
  Westpac Banking AU000000WBC1 4.56 32.100 +1.36%

Technical Summary

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