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Cfs Fc W Pen-fidelity Aust Equities (LP65039026)

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3.203 -0.040    -1.38%
20/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF08273 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.28M
CFS FC W Pen-Fidelity W Aus Equities 3.203 -0.040 -1.38%

LP65039026 Overview

 
Find basic information about the Cfs Fc W Pen-fidelity Aust Equities 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 LP65039026 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.14%
Prev. Close3.248
Risk Rating
TTM Yield0%
ROE12.77%
IssuerCommonwealth/Colonial Group
TurnoverN/A
ROA4.42%
Inception DateMar 03, 2006
Total Assets18.28M
ExpensesN/A
Min. Investment20,000
Market Cap43.82B
CategoryEquity Australia Large Blend
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Cfs Fc W Pen-fidelity Aust Equities Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1135 1064 1214 1230 1503 2501
Fund Return 13.54% 6.41% 21.42% 7.16% 8.49% 9.6%
Place in category 95 39 94 121 71 38
% in Category 71 28 69 96 68 45

Top Equity Funds by Colonial First State Investments Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  FirstChoice WS Inv CFS WS Geared Sh 4.72B 37.79 11.51 16.80
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46
  CFS FC W Pen FirstChoice W Moderate 4.7B 12.82 4.73 6.14
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.57B 14.85 9.01 8.96
  Sunsuper Australian Shares Index 7.66B 14.57 9.60 9.32
  Mercer Passive Australian Share 6.72B 14.67 8.98 8.85
  Dimensional Australian Core Equity 5.39B 13.13 8.74 9.41
  Fidelity Australian Equities Fund 4.78B 12.27 5.88 8.63

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 12.74 155.120 +0.28%
  BHP Group Ltd AU000000BHP4 9.91 39.730 -0.43%
  CSL AU000000CSL8 6.87 280.75 +0.95%
  Goodman Group AU000000GMG2 6.30 36.530 -0.05%
  Suncorp AU000000SUN6 5.90 19.370 +0.36%

Technical Summary

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