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Alphinity Concentrated Australian Share Fund - Class B (0P0000787F)

Sydney

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3.166 +0.020 +0.54%

04/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 332.56M

Type: Fund

Market: Australia

Issuer: Challenger Ltd

ISIN: AU60EQI00016

Asset Class: Equity

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0P0000787F Overview

Find basic information about the Alphinity Concentrated Australian Share Fund - Class B 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 0P0000787F MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60EQI00016)

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Technical Chart

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Rating

1-Year Change16.97%

Prev. Close3.149

Risk Rating

TTM Yield2.20%

ROE14.59%

IssuerChallenger Ltd

Turnover67.90%

ROA5.54%

Inception DateFeb 01, 1983

Total Assets332.56M

ExpensesN/A

Min. Investment10,000

Market Cap51.25B

CategoryEquity Australia Large Blend

What is your sentiment on Alphinity Concentrated Australian Share?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1122	1074	1198	1234	1432	2373
Fund Return	12.24%	7.38%	19.8%	7.26%	7.45%	9.02%
Place in category	140	186	183	157	164	47
% in Category	48	62	65	61	67	25

Top Equity Funds by Alphinity Investment Management Pty Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Greencape Wholesale Broadcap Fund	1.66B	14.04	7.78	10.19
Greencape Wholesale High Conviction	864.97M	13.64	9.17	10.32
Wavestone Wholesale Australian Shar	604.48M	11.26	7.97	10.25
Merlon Wholesale Australian Share I	482.75M	10.77	9.20	6.58
Alphinity Wholesale Concentrated Au	332.56M	12.80	7.98	9.82

Top Funds for Equity Australia Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
AU60VAN00022	38.87B	12.20	8.02	8.80
Sunsuper Australian Shares Index	7.46B	12.06	8.79	9.19
Mercer Passive Australian Share	6.43B	12.05	7.88	8.69
Dimensional Australian Core Equity	5.52B	11.55	8.28	9.26
Fidelity Australian Equities Fund	4.72B	11.03	5.13	8.76

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	10.31	42.630	+0.07%
CSL	AU000000CSL8	7.93	283.99	-0.82%
National Australia Bank	AU000000NAB4	7.37	38.640	-0.18%
Commonwealth Bank Australia	AU000000CBA7	7.15	143.850	-0.35%
Westpac Banking	AU000000WBC1	6.56	31.920	-1.48%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Alphinity Concent.	3.166	+0.020	+0.54%