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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1079 | 1206 | 1160 | 1347 | 2279 |
Fund Return | 9.03% | 7.87% | 20.62% | 5.07% | 6.15% | 8.59% |
Place in category | 4 | 5 | 2 | 16 | 17 | 7 |
% in Category | 15 | 20 | 5 | 65 | 83 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investors Mutual WS Australian Shar | 1.63B | 0.91 | 6.35 | 6.22 | ||
Investors Mutual Equity Income | 514.22M | 2.21 | 8.96 | 6.48 | ||
Investors Mutual WS Future Leaders | 458.03M | 7.21 | 3.97 | 7.79 | ||
Investors Mutual Concentrated Austr | 209.13M | 0.58 | 5.21 | 6.96 | ||
Investors Mutual All Industrials Sh | 165.5M | 2.98 | 6.54 | 6.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Ethical SRI Fun | 672.56M | 8.03 | 8.44 | 8.34 | ||
Investors Mutual WS Future Leaders | 458.03M | 7.21 | 3.97 | 7.79 | ||
Microequities Deep Value Microcap F | 195.35M | 9.73 | 3.42 | 9.19 | ||
AU60IOF02147 | 88.53M | 13.70 | -4.02 | 6.47 | ||
Perpetual WFIA Perpetual Ethical SR | 70.87M | 7.94 | 8.08 | 7.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SG Fleet Group Ltd | AU000000SGF1 | 3.85 | 2.920 | -2.34% | |
QANTM Intellectual | AU000000QIP0 | 3.62 | 1.790 | -0.83% | |
Clearview Wealth | AU000000CVW9 | 3.46 | 0.590 | +1.72% | |
Readytech | AU0000043002 | 2.92 | 3.270 | +0.31% | |
Australian Clinical Labs | AU0000148496 | 2.89 | 2.21 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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