Breaking News
Start for Free 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Investors Mutual Ws Australian Share Fund (0P000078H9)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.733 +0.020    +0.64%
04/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.63B
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00028 
Asset Class:  Equity
Investors Mutual WS Australian Share Fund 2.733 +0.020 +0.64%

0P000078H9 Overview

 
Find basic information about the Investors Mutual Ws 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 0P000078H9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60IML00028)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change1.42%
Prev. Close2.715
Risk Rating
TTM Yield10.10%
ROE15.69%
IssuerInvestors Mutual Limited
Turnover13%
ROA4.43%
Inception DateJun 15, 1998
Total Assets1.63B
ExpensesN/A
Min. Investment20,000
Market Cap28.27B
CategoryEquity Australia Large Blend
What is your sentiment on Investors Mutual WS Australian Share Fund?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 1047 1125 1188 1305 1916
Fund Return 7.39% 4.69% 12.47% 5.92% 5.46% 6.72%
Place in category 264 286 263 212 221 167
% in Category 90 95 92 78 90 85

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual Equity Income 514.22M 9.11 8.96 6.84
  Investors Mutual WS Future Leaders 458.03M 13.99 3.10 7.87
  Investors Mutual Concentrated Austr 209.13M 4.53 3.79 7.02
  Investors Mutual All Industrials Sh 165.5M 10.69 6.24 6.83
  Investors Mutual WS Australian Smal 135.09M 17.37 3.92 8.81

Top Funds for Equity Australia Large Blend Category

  Name Rating 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 %
  CSL AU000000CSL8 11.44 283.99 -0.82%
  Commonwealth Bank Australia AU000000CBA7 8.77 143.850 -0.35%
  Telstra Group AU000000TLS2 7.53 3.870 -0.26%
  BHP Group Ltd AU000000BHP4 6.33 42.630 +0.07%
  Brambles AU000000BXB1 5.09 18.570 -0.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell Strong Sell
Summary Strong Sell Strong Sell Strong Sell
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000078H9 Comments

Write your thoughts about Investors Mutual Ws Australian Share Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email