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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1097 | 1242 | 1231 | 1426 | 2534 |
Fund Return | 9.74% | 9.74% | 24.21% | 7.18% | 7.35% | 9.74% |
Place in category | 12 | 12 | 4 | 16 | 17 | 2 |
% in Category | 38 | 38 | 13 | 57 | 70 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investors Mutual WS Australian Shar | 1.63B | 4.82 | 8.35 | 6.84 | ||
Investors Mutual Equity Income | 514.22M | 5.20 | 10.41 | 7.02 | ||
Investors Mutual WS Future Leaders | 458.03M | 9.43 | 6.31 | 8.05 | ||
Investors Mutual Concentrated Austr | 209.13M | 4.90 | 7.33 | 7.70 | ||
Investors Mutual All Industrials Sh | 165.5M | 7.14 | 8.61 | 6.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Ethical SRI Fun | 672.56M | 11.48 | 11.08 | 8.79 | ||
Investors Mutual WS Future Leaders | 458.03M | 9.43 | 6.31 | 8.05 | ||
Microequities Deep Value Microcap F | 195.35M | 11.48 | 5.14 | 9.41 | ||
Investors Mutual WS Australian Smal | 135.09M | 10.36 | 7.20 | 8.76 | ||
AU60IOF02147 | 87.98M | 12.51 | -2.82 | 6.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aurizon Holdings | AU000000AZJ1 | 4.16 | 3.780 | -1.31% | |
SG Fleet Group Ltd | AU000000SGF1 | 3.80 | 3.050 | -2.87% | |
Clearview Wealth | AU000000CVW9 | 3.29 | 0.610 | 0.00% | |
Skycity Entertainment | NZSKCE0001S2 | 3.24 | 1.57 | -2.18% | |
Australian Clinical Labs | AU0000148496 | 3.08 | 2.42 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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