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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1031 | 1156 | 1274 | 1405 | 1997 |
Fund Return | 12.27% | 3.11% | 15.55% | 8.39% | 7.03% | 7.16% |
Place in category | 119 | 146 | 133 | 4 | 18 | 35 |
% in Category | 75 | 91 | 81 | 2 | 14 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 768.28M | 19.15 | 10.39 | 11.83 | ||
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 | ||
Morningstar Balanced Real Return Fu | 248.2M | 9.53 | 6.33 | 5.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 23.55B | 12.00 | 7.03 | 8.40 | ||
Sunsuper Balanced | 17.66B | 12.02 | 7.07 | 8.44 | ||
Vanguard Growth Index Fund AU | 12.19B | 14.71 | 5.77 | 7.89 | ||
Ipac Select Index Balanced | 5.19B | 14.24 | 5.87 | 7.62 | ||
North Index Balanced | 5.19B | 14.24 | 5.87 | 7.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Global Opportunities Class A | AU60INT98197 | 24.88 | - | - | |
Morningstar Cash Fund - Class A | AU60INT00300 | 14.99 | - | - | |
Morningstar Australian Bonds Z | AU60INT00011 | 12.85 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 8.87 | 1.239 | +0.27% | |
Morningstar Australian Shares Fund | AU60INT00227 | 4.75 | 1.403 | +1.37% |
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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