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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1049 | 1117 | 1263 | 1600 | 2047 |
Fund Return | 7.94% | 4.92% | 11.74% | 8.08% | 9.85% | 7.43% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.09B | 7.66 | 7.65 | 6.65 | ||
Perpetual W Share Plus L S | 974.22M | 7.04 | 10.42 | 8.59 | ||
Perpetual Wholesale Ethical SRI Fun | 672.56M | 8.03 | 8.44 | 8.34 | ||
AU60PER00498 | 531.72M | 4.63 | 6.52 | 6.36 | ||
Perpetual WFI Perpetual Int Shr | 189.47M | 7.28 | 9.46 | 11.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Ethical SRI Fun | 672.56M | 8.03 | 8.44 | 8.34 | ||
Investors Mutual WS Future Leaders | 458.03M | 7.21 | 3.97 | 7.79 | ||
Microequities Deep Value Microcap F | 195.35M | 11.48 | 5.14 | 9.41 | ||
Investors Mutual WS Australian Smal | 135.09M | 9.03 | 5.07 | 8.59 | ||
AU60IOF02147 | 87.98M | 13.70 | -4.02 | 6.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Insurance Australia Group | AU000000IAG3 | 5.64 | 6.260 | 0.00% | |
A2 Milk | NZATME0002S8 | 5.50 | 6.84 | +0.15% | |
GWA Group Ltd | AU000000GWA4 | 5.35 | 2.40 | 0.00% | |
National Australia Bank | AU000000NAB4 | 4.38 | 34.040 | +0.68% | |
Telstra Group | AU000000TLS2 | 4.16 | 3.670 | +0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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