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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1040 | 1093 | 1244 | 1363 | 1961 |
Fund Return | 4.69% | 4.04% | 9.25% | 7.54% | 6.39% | 6.97% |
Place in category | 12 | 3 | 60 | 3 | 23 | 22 |
% in Category | 9 | 2 | 42 | 2 | 18 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 744.41M | 6.97 | 9.44 | 12.18 | ||
Morningstar International Shares He | 481.52M | 3.83 | 5.40 | 9.57 | ||
Morningstar Multi Asset Real Return | 327.33M | 3.55 | 7.19 | 7.19 | ||
Morningstar Australian Shares Fund | 324.5M | 6.98 | 5.45 | 7.45 | ||
Morningstar Balanced Real Return Fu | 232.18M | 3.05 | 5.51 | 5.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 67.64B | 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 | 4.9B | 3.06 | 4.65 | 7.06 | ||
North Index Balanced | 4.9B | 3.06 | 4.65 | 7.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Global Opportunities Class A | AU60INT98197 | 30.47 | - | - | |
Morningstar Australian Bonds Z | AU60INT00011 | 13.53 | - | - | |
Morningstar Cash Z | AU60INT00060 | 9.34 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 8.74 | 1.156 | -0.61% | |
Ms Div Alt Fund | - | 5.64 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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