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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1025 | 1273 | 1206 | 1397 | 2127 |
Fund Return | 13.93% | 2.48% | 27.3% | 6.45% | 6.91% | 7.84% |
Place in category | 34 | 114 | 52 | 165 | 182 | 94 |
% in Category | 13 | 35 | 21 | 64 | 75 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 722.96M | 14.70 | 10.23 | 11.93 | ||
Morningstar Growth Real Return Fund | 621.7M | 10.24 | 7.72 | 7.06 | ||
Morningstar International Shares He | 495.25M | 10.79 | 6.50 | 9.41 | ||
Morningstar Multi Asset Real Return | 388.42M | 9.47 | 7.65 | 7.24 | ||
Morningstar Balanced Real Return Fu | 241.19M | 7.81 | 5.93 | 5.46 |
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 | 5.52B | 9.75 | 7.58 | 8.69 | ||
Fidelity Australian Equities Fund | 4.72B | 9.23 | 4.83 | 8.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 7.16 | 39.810 | -0.67% | |
Commonwealth Bank Australia | AU000000CBA7 | 5.90 | 156.240 | -0.09% | |
JB Hi-Fi | AU000000JBH7 | 4.98 | 88.68 | +0.08% | |
Rio Tinto Ltd | AU000000RIO1 | 4.85 | 116.440 | +0.47% | |
Ansell | AU000000ANN9 | 4.29 | 32.15 | -0.89% |
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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