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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1020 | 1085 | 1086 | 1241 | 1750 |
Fund Return | 2.7% | 1.96% | 8.53% | 2.79% | 4.42% | 5.76% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 6.93B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.39B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.12B | 5.78 | 7.79 | 9.23 | ||
Dimensional Australian Value Trust | 982.8M | 3.36 | 9.22 | 8.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Retirement Pool | 12B | 2.04 | 5.15 | 6.14 | ||
Vanguard Balanced Index Fund | 7.98B | 1.80 | 2.03 | 5.84 | ||
CFS FC ESup FirstChoice Moderate Se | 4.78B | 3.35 | 2.98 | 5.31 | ||
CFS FC W Pen FirstChoice W Moderate | 4.78B | 3.61 | 3.00 | 5.85 | ||
FirstChoice WS Inv FirstChoice WS M | 4.78B | 3.57 | 2.71 | 5.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 1.40 | 44.595 | +1.15% | |
Microsoft Corp | - | 0.99 | - | - | |
Apple Inc | - | 0.93 | - | - | |
Province of Alberta 3.1% | - | 0.93 | - | - | |
Commonwealth Bank Australia | AU000000CBA7 | 0.88 | 121.820 | +1.58% |
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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