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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1012 | 1112 | 1303 | 1542 | 2318 |
Fund Return | 3.36% | 1.18% | 11.17% | 9.22% | 9.05% | 8.77% |
Place in category | 38 | 53 | 9 | 22 | 7 | 3 |
% in Category | 50 | 63 | 15 | 33 | 13 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.23B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5.15B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.42B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.14B | 5.78 | 7.79 | 9.23 | ||
Dimensional World Allocation 50 50 | 989.04M | 2.70 | 2.79 | 5.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN01046 | 5.23B | 3.02 | 9.37 | 6.81 | ||
Strategic Australian Equity Fund | 2.65B | 2.89 | 8.45 | 8.08 | ||
AU60ETL03497 | 2.57B | 7.81 | 11.19 | 9.13 | ||
AU60ETL00600 | 2.57B | 7.53 | 10.35 | 8.80 | ||
Realindex RAFI Australian Share Cl | 1.31B | 2.40 | 9.45 | 8.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
National Australia Bank | AU000000NAB4 | 9.80 | 34.530 | -0.09% | |
Westpac Banking | AU000000WBC1 | 7.89 | 26.770 | +0.15% | |
ANZ Holdings | AU000000ANZ3 | 6.77 | 28.130 | -0.46% | |
Commonwealth Bank Australia | AU000000CBA7 | 6.41 | 121.040 | -1.00% | |
Woodside Energy | AU0000224040 | 6.31 | 27.510 | -1.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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