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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1063 | 1123 | 1268 | 1402 | 2006 |
Fund Return | 6.29% | 6.29% | 12.28% | 8.24% | 6.99% | 7.21% |
Place in category | 52 | 52 | 110 | 8 | 44 | 28 |
% in Category | 33 | 33 | 69 | 7 | 35 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 762.88M | 10.54 | 11.32 | 12.52 | ||
Morningstar Australian Shares Fund | 332.81M | 9.65 | 7.67 | 7.88 | ||
Morningstar Multi Asset Real Return | 326.14M | 4.32 | 7.40 | 7.37 | ||
Morningstar International Shares He | 229.59M | 7.08 | 7.34 | 9.88 | ||
Morningstar Balanced Real Return Fu | 210.7M | 4.49 | 6.12 | 5.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sunsuper Lifecycle Balanced Pool | 63.92B | 4.97 | 8.11 | 8.26 | ||
Vanguard Growth Index Fund AU | 11.05B | 6.23 | 6.10 | 7.88 | ||
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
North Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
Ipac Select Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Global Opportunities Class A | AU60INT98197 | 30.34 | - | - | |
Morningstar Australian Bonds Z | AU60INT00011 | 13.79 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 8.90 | 1.150 | 0% | |
Morningstar Cash Z | AU60INT00060 | 6.70 | - | - | |
Ms Div Alt Fund | - | 5.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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