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

Sydney

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1.034 +0.003 +0.28%

23/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 248.2M

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 Change6.87%

Prev. Close1.031

Risk Rating

TTM Yield2.65%

ROE16.54%

IssuerMorningstar Inv Management Australia Ltd

TurnoverN/A

ROA6.46%

Inception DateMay 30, 2001

Total Assets248.2M

ExpensesN/A

Min. Investment10,000

Market Cap59.45B

CategoryMultisector Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1095	1025	1124	1202	1277	1716
Fund Return	9.53%	2.51%	12.39%	6.33%	5.01%	5.55%
Place in category	82	91	82	7	32	26
% in Category	77	84	77	7	34	38

Top Equity Funds by Morningstar Inv Management Australia Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Morningstar International Shares Un	768.28M	19.15	10.39	11.83
Morningstar Growth Real Return Fund	641.66M	12.27	8.39	7.16
Morningstar International Shares He	514.74M	14.83	8.36	9.47
Morningstar Multi Asset Real Return	397.57M	10.69	8.10	7.27
Morningstar Australian Shares Fund	387.55M	16.79	7.36	8.42

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.68B	11.11	3.44	6.11
Sunsuper Retirement	5.16B	9.19	5.43	6.53
FirstChoice WS Inv FirstChoice WS M	4.7B	12.70	4.48	5.87
CFS FC W PSup FirstChoice W Moderat	4.7B	11.29	4.16	5.46
CFS FC ESup FirstChoice Moderate Se	4.7B	11.80	4.60	5.59

Top Holdings

Name	ISIN	Weight %	Last	Change %
Morningstar Australian Bonds Z	AU60INT00011	16.83	-	-
Morningstar Global Opportunities Class A	AU60INT98197	16.00	-	-
Morningstar International Bonds Hdgd A	AU60INT00805	10.86	-	-
Morningstar Cash Fund - Class A	AU60INT00300	9.51	-	-
Morningstar International Shares Unhedged Fund	AU60INT00524	7.85	1.239	+0.27%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Morningstar Balan.	1.034	+0.003	+0.28%