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Rqi Australian Value – Class A (LP68022896)

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1.092 -0.001    -0.13%
18/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.52B
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF09768 
Asset Class:  Equity
Realindex RAFI Australian Share-Class A 1.092 -0.001 -0.13%

LP68022896 Overview

 
Find basic information about the Rqi Australian Value – 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 LP68022896 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.26%
Prev. Close1.094
Risk Rating
TTM Yield5.52%
ROE16.66%
IssuerCommonwealth/Colonial Group
Turnover87.29%
ROA6.13%
Inception DateNov 17, 2008
Total Assets1.52B
ExpensesN/A
Min. Investment20,000
Market Cap37.08B
CategoryEquity Australia Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1139 1056 1218 1413 1577 2495
Fund Return 13.87% 5.58% 21.83% 12.22% 9.54% 9.57%
Place in category 14 10 11 15 7 6
% in Category 32 23 24 30 15 10

Top Equity Funds by First Sentier Investors RQI Pty Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  FirstChoice WS Inv CFS WS Geared Sh 4.72B 37.79 11.51 16.80
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46
  CFS FC W Pen FirstChoice W Moderate 4.7B 12.82 4.73 6.14
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 14.63 10.94 9.46
  AU60ETL03497 2.73B 19.02 13.49 10.27
  AU60ETL00600 2.73B 18.19 12.62 9.84
  Perpetual Wholesale Industrial Fund 1.09B 27.82 12.93 8.18
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 11.76 39.590 -0.23%
  Commonwealth Bank Australia AU000000CBA7 7.46 150.260 -3.67%
  National Australia Bank AU000000NAB4 5.41 36.370 -2.23%
  Westpac Banking AU000000WBC1 5.03 31.670 -1.19%
  ANZ Holdings AU000000ANZ3 4.02 27.940 -2.34%

Technical Summary

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