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Ausbil 130/30 Focus Fund - Institutional Class (0P0000P85L)

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1.830 -0.001    -0.04%
23/10 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Ausbil Investment Management Limited
ISIN:  AU60AAP00039 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 494.02M
Ausbil 130/30 Focus Fund - Wholesale Class 1.830 -0.001 -0.04%

0P0000P85L Overview

 
Find basic information about the Ausbil 130/30 Focus Fund - Institutional Class 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 0P0000P85L MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 3.39%
Prev. Close1.831
Risk Rating
TTM Yield22.88%
ROE13.06%
IssuerAusbil Investment Management Limited
Turnover735.62%
ROA4.52%
Inception DateAug 31, 2009
Total Assets494.02M
ExpensesN/A
Min. Investment500,000
Market Cap46.62B
CategoryEquity Australia Large Growth
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Ausbil 130/30 Focus Fund - Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1149 1082 1214 1215 1494 2469
Fund Return 14.88% 8.21% 21.42% 6.71% 8.36% 9.46%
Place in category 15 13 24 20 17 12
% in Category 35 32 46 46 53 46

Top Equity Funds by New York Life Investment Management LLC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ausbil 130 30 Focus Fund Retail Cla 494.02M 11.07 5.00 8.24
  Ausbil MicroCap Fund 454.7M 37.09 3.75 16.24
  Ausbil Balanced Fund 112.77M 11.98 5.60 8.79
  AU60AAP59282 24.56M -23.65 -28.55 -

Top Funds for Equity Australia Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Greencape Wholesale Broadcap Fund 1.68B 12.70 7.41 9.72
  Bennelong Concentrated Australian E 1.09B 5.43 -5.22 10.79
  Russell Australian Opportunities Fu 1.04B 10.46 5.94 7.35
  Greencape Wholesale High Conviction 919.69M 12.71 8.72 9.81
  AU60BFL00019 841.93M 5.89 -3.84 9.69

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 11.35 40.110 +0.25%
  CSL AU000000CSL8 8.50 277.57 -2.28%
  Commonwealth Bank Australia AU000000CBA7 7.29 153.950 +0.73%
  National Australia Bank AU000000NAB4 5.63 38.810 +0.28%
  Goodman Group AU000000GMG2 5.02 37.370 +0.75%

Technical Summary

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