Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Australian Ethical Australian Shares Fund (0P00007AIU)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.960 +0.002    +0.07%
31/10 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Australian Ethical
ISIN:  AU60AUG00028 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.69B
Australian Ethical Australian Shares Fund 2.960 +0.002 +0.07%

0P00007AIU Overview

 
Find basic information about the Australian Ethical Australian Shares Fund 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 0P00007AIU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change20.83%
Prev. Close2.958
Risk Rating
TTM Yield2.56%
ROE6.11%
IssuerAustralian Ethical
Turnover26.82%
ROA1.67%
Inception DateSep 19, 1994
Total Assets1.69B
ExpensesN/A
Min. Investment500,000
Market Cap4.3B
CategoryEquity Australia Mid/Small Blend
What is your sentiment on Australian Ethical Australian Shares Fund?
or
Market is currently closed. Voting is open during market hours.

Australian Ethical Australian Shares Fund Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1192 1098 1227 1064 1491 2587
Fund Return 19.21% 9.85% 22.68% 2.1% 8.32% 9.97%
Place in category 23 22 46 53 39 18
% in Category 21 17 37 51 48 38

Top Equity Funds by Australian Ethical

  Name Rating Total Assets YTD% 3Y% 10Y%
  Australian Ethical Australian Shar 1.69B 18.85 2.70 11.13
  AU60AUG00200 880.81M 13.68 5.25 9.75
  Australian Ethical Diversified Shar 631.36M 14.92 5.25 9.78
  AU60AUG00259 493.63M 15.99 8.92 -

Top Funds for Equity Australia Mid/Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Australian Ethical Australian Shar 1.69B 18.85 2.70 11.13
  AU60MIN00073 860.84M 12.58 1.10 7.99
  Pengana Emerging Companies Fund 776.64M 14.15 1.71 10.26
  CFS Wholesale Aus Small Companies 747.77M 7.62 0.99 11.15
  CFS FC W PSup CFS W Aus Small Compa 712.02M 7.03 1.41 10.52

Top Holdings

Name ISIN Weight % Last Change %
  Nuix AU0000119307 4.19 7.300 +0.27%
  Suncorp AU000000SUN6 3.81 17.730 +0.23%
  Westpac Banking AU000000WBC1 3.61 31.920 -1.48%
  Insurance Australia Group AU000000IAG3 3.25 7.390 -0.14%
  National Australia Bank AU000000NAB4 3.10 38.640 -0.18%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007AIU Comments

Write your thoughts about Australian Ethical Australian Shares Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email