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Morningstar Balanced Real Return Fund - Class A (0P00007DLJ)

Sydney

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1.026 -0.003 -0.32%

10/04 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 259.7M

Type: Fund

Market: Australia

ISIN: AU60INT00284

Asset Class: Equity

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0P00007DLJ Overview

Find basic information about the Morningstar Balanced Real Return Fund - Class A 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 0P00007DLJ 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 Change2.14%

Prev. Close1.029

Risk Rating

TTM Yield2.92%

ROE17.71%

IssuerN/A

TurnoverN/A

ROA7.18%

Inception DateMay 30, 2001

Total Assets259.7M

ExpensesN/A

Min. Investment10,000

Market Cap65.09B

CategoryMultisector Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1021	1021	1069	1233	1436	1642
Fund Return	2.11%	2.11%	6.87%	7.22%	7.5%	5.08%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by Morningstar Inv Management Australia Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Morningstar International Shares Un	779.45M	0.11	13.42	10.38
Morningstar Growth Real Return Fund	678.36M	2.63	9.04	6.56
Morningstar International Shares He	518.63M	-0.15	7.40	8.41
Morningstar Multi Asset Real Return	423.83M	3.00	8.18	6.50
Morningstar Australian Shares Fund	380.54M	-1.52	5.88	6.69

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.65B	-0.60	4.31	5.15
Sunsuper Retirement	5.74B	0.03	5.59	5.96
FirstChoice WS Inv FirstChoice WS M	4.62B	-0.27	4.77	4.98
CFS FC W PSup FirstChoice W Moderat	4.62B	-0.17	4.43	4.66
CFS FC ESup FirstChoice Moderate Se	4.62B	-0.08	4.87	4.82

Top Holdings

Name	ISIN	Weight %	Last	Change %
Morningstar Australian Bonds Z	AU60INT00011	15.85	-	-
Morningstar Global Opportunities Class A	AU60INT98197	15.74	-	-
Morningstar Cash Fund - Class A	AU60INT00300	11.89	-	-
Morningstar International Bonds Hdgd A	AU60INT00805	10.36	-	-
Morningstar International Shares Unhedged Fund	AU60INT00524	7.46	1.177	-3.80%

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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