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Morningstar Balanced Real Return Fund - Class A (0P00007DLJ)

Sydney

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1.053 +0.002 +0.16%

05/02 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 249.6M

Type: Fund

Market: Australia

Issuer: Morningstar Inv Management Australia Ltd

ISIN: AU60INT00284

Asset Class: Equity

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0P00007DLJ Overview

Find basic information about the Morningstar Balanced Real Return Fund - 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 0P00007DLJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60INT00284)

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Technical Chart

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Rating

1-Year Change6.92%

Prev. Close1.052

Risk Rating

TTM Yield2.87%

ROE16.67%

IssuerMorningstar Inv Management Australia Ltd

TurnoverN/A

ROA6.61%

Inception DateMay 30, 2001

Total Assets249.6M

ExpensesN/A

Min. Investment10,000

Market Cap63.89B

CategoryMultisector Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1094	1008	1094	1190	1274	1694
Fund Return	9.36%	0.79%	9.36%	5.98%	4.96%	5.42%
Place in category	69	71	69	5	35	24
% in Category	67	68	67	4	38	34

Top Equity Funds by Morningstar Inv Management Australia Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Morningstar International Shares Un	765.79M	19.70	9.48	11.61
Morningstar Growth Real Return Fund	645.14M	11.91	7.85	7.00
Morningstar International Shares He	501.31M	10.70	5.20	9.13
Morningstar Multi Asset Real Return	402.1M	10.24	7.43	7.06
Morningstar Australian Shares Fund	378.37M	13.38	5.73	7.88

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.64B	10.35	2.87	5.87
Sunsuper Retirement	5.18B	9.06	4.88	6.44
FirstChoice WS Inv FirstChoice WS M	4.73B	11.91	3.66	5.65
CFS FC W PSup FirstChoice W Moderat	4.73B	10.59	3.43	5.27
CFS FC ESup FirstChoice Moderate Se	4.73B	11.13	3.86	5.40

Top Holdings

Name	ISIN	Weight %	Last	Change %
Morningstar Australian Bonds Z	AU60INT00011	16.73	-	-
Morningstar Global Opportunities Class A	AU60INT98197	16.31	-	-
Morningstar International Bonds Hdgd A	AU60INT00805	10.62	-	-
Morningstar Cash Fund - Class A	AU60INT00300	10.42	-	-
Morningstar International Shares Unhedged Fund	AU60INT00524	7.81	1.256	+0.08%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Morningstar Balan.	1.053	+0.002	+0.16%