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Investors Mutual Equity Income (0P00007F5H)

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0.940 -0.002    -0.24%
24/04 - Closed. Currency in AUD ( Disclaimer )
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00051 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 514.22M
Investors Mutual Equity Income 0.940 -0.002 -0.24%

Investors Mutual Equity Income Overview

 
Find basic information about the Investors Mutual Equity Income mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00007F5H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60IML00051)
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Rating
1-Year Change - 1.63%
Prev. Close0.942
Risk Rating
TTM Yield6.35%
ROE14.41%
IssuerInvestors Mutual Limited
Turnover23%
ROA3.65%
Inception DateMay 01, 2004
Total Assets514.22M
ExpensesN/A
Min. Investment50,000
Market Cap22.33B
CategoryEquity Australia Derivative Income
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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1052 1052 1100 1346 1343 1971
Fund Return 5.2% 5.2% 10.01% 10.41% 6.08% 7.02%
Place in category 18 18 23 9 17 2
% in Category 62 62 97 38 95 12

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 4.82 8.35 6.84
  Investors Mutual WS Future Leaders 458.03M 9.43 6.31 8.05
  Investors Mutual Concentrated Austr 209.13M 4.90 7.33 7.70
  Investors Mutual All Industrials Sh 165.5M 7.14 8.61 6.73
  Investors Mutual WS Australian Smal 135.09M 10.36 7.20 8.76

Top Funds for Equity Australia Derivative Income Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Merlon Wholesale Australian Share I 471.93M 9.80 11.42 6.58
  CFS FC Merlon W Aus Share Income 21.16M 9.76 11.14 6.28
  Armytage Strategic Opportunities Re 15.97M 5.25 5.13 6.29
  Armytage Strategic Opportunities Wh 15.97M 5.57 6.42 7.53
  OA Frontier IP Merlon Australian Sh 4.13M 9.68 11.23 6.32

Top Holdings

Name ISIN Weight % Last Change %
  National Australia Bank AU000000NAB4 7.16 33.510 -1.44%
  Telstra Group AU000000TLS2 6.26 3.640 -0.82%
  BHP Group Ltd AU000000BHP4 5.22 43.150 -4.60%
  Brambles AU000000BXB1 4.70 14.260 -0.97%
  Aurizon Holdings AU000000AZJ1 4.50 3.870 -1.78%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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