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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1056 | 999 | 1109 | 1263 | 2008 |
Fund Return | 4.39% | 5.63% | -0.06% | 3.5% | 4.77% | 7.22% |
Place in category | 41 | 24 | 38 | 43 | 83 | 40 |
% in Category | 25 | 16 | 24 | 31 | 57 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 762.88M | 6.97 | 9.44 | 12.18 | ||
Morningstar Growth Real Return Fund | 558.46M | 4.69 | 7.54 | 6.97 | ||
Morningstar International Shares He | 491.75M | 3.83 | 5.40 | 9.57 | ||
Morningstar Australian Shares Fund | 332.81M | 6.98 | 5.45 | 7.45 | ||
Morningstar Multi Asset Real Return | 326.14M | 3.55 | 7.19 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 63.92B | 3.21 | 6.71 | 8.01 | ||
Vanguard Growth Index Fund AU | 10.76B | 3.38 | 4.30 | 7.45 | ||
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
Ipac Select Index Balanced | 5.06B | 3.06 | 4.65 | 7.06 | ||
North Index Balanced | 5.06B | 3.06 | 4.65 | 7.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Australian Shares Fund | AU60INT00227 | 10.85 | 1.346 | -0.18% | |
Morningstar Australian Bonds Z | AU60INT00011 | 10.06 | - | - | |
Morningstar Global Opportunities Class Z | AU60INT25240 | 9.31 | - | - | |
Morningstar Cash Z | AU60INT00060 | 8.04 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 6.29 | 1.166 | +0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | Sell |
Summary | Neutral | Strong Buy | Neutral |
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