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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1036 | 1066 | 1231 | 1331 | 2002 |
Fund Return | 3.55% | 3.61% | 6.59% | 7.19% | 5.89% | 7.19% |
Place in category | 6 | 4 | 20 | 3 | 4 | 2 |
% in Category | 12 | 9 | 30 | 7 | 10 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar International Shares Un | 744.41M | 6.97 | 9.44 | 12.18 | ||
Morningstar Growth Real Return Fund | 576.07M | 4.69 | 7.54 | 6.97 | ||
Morningstar International Shares He | 481.52M | 3.83 | 5.40 | 9.57 | ||
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% | |
---|---|---|---|---|---|---|
AMP Capital Multi Asset Fund Class | 98.53M | 0.40 | 0.62 | 3.87 | ||
AMP Capital Multi Asset Fund Person | 98.53M | 0.30 | 0.32 | 3.56 | ||
AMP Capital Multi Asset Fund | 98.53M | 0.40 | 0.62 | 3.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morningstar Global Opportunities Class A | AU60INT98197 | 19.35 | - | - | |
Morningstar International Shares Unhedged Fund | AU60INT00524 | 14.41 | 1.164 | -0.12% | |
Morningstar Cash Z | AU60INT00060 | 12.03 | - | - | |
Bentham Defensive Income I | AU60HOW49194 | 9.69 | - | - | |
Morningstar Australian Bonds Z | AU60INT00011 | 9.28 | - | - |
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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