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Investors Mutual Concentrated Australian Share Fund (0P0000SBSL)

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2.047 +0.010    +0.31%
21/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 209.13M
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00101 
Asset Class:  Equity
Investors Mutual Concentrated Australian Share Fun 2.047 +0.010 +0.31%

0P0000SBSL Overview

 
Find basic information about the Investors Mutual Concentrated Australian Share 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 0P0000SBSL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60IML00101)
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Rating
1-Year Change6.59%
Prev. Close2.04
Risk Rating
TTM Yield2.72%
ROE15.69%
IssuerInvestors Mutual Limited
Turnover13%
ROA4.27%
Inception DateAug 31, 2010
Total Assets209.13M
ExpensesN/A
Min. Investment50,000
Market Cap12.34B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 977 1099 1098 1187 1837
Fund Return 1.85% -2.34% 9.92% 3.16% 3.49% 6.27%
Place in category 286 299 282 259 237 164
% in Category 98 99 98 94 97 84

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 5.83 5.60 6.13
  Investors Mutual Equity Income 514.22M 6.59 8.19 6.16
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Investors Mutual All Industrials Sh 165.5M 9.91 6.31 6.24
  Investors Mutual WS Australian Smal 135.09M 18.72 3.98 8.87

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.57B 10.78 7.51 8.21
  Sunsuper Australian Shares Index 7.46B 10.73 8.22 8.61
  Mercer Passive Australian Share 6.62B 10.60 7.50 8.10
  Dimensional Australian Core Equity 5.39B 9.75 7.58 8.69
  Fidelity Australian Equities Fund 4.71B 9.23 4.83 8.13

Top Holdings

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 12.72 276.47 +1.00%
  Aurizon Holdings AU000000AZJ1 8.93 3.430 +0.88%
  Telstra Group AU000000TLS2 8.85 3.860 +0.26%
  Lottery AU0000219529 7.36 5.12 +1.19%
  Brambles AU000000BXB1 7.12 19.160 +0.52%

Technical Summary

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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