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Strategic Australian Equity Fund (0P0000I4V3)

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21.972 -0.350    -1.57%
19/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60DFA00083 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.88B
Strategic Australian Equity Fund 21.972 -0.350 -1.57%

0P0000I4V3 Overview

 
Find basic information about the Strategic Australian Equity 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 0P0000I4V3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.15%
Prev. Close22.323
Risk Rating
TTM Yield4.26%
ROE13.23%
IssuerN/A
TurnoverN/A
ROA4.60%
Inception DateDec 17, 2008
Total Assets2.88B
ExpensesN/A
Min. Investment1,000,000
Market Cap32.09B
CategoryEquity Australia Large Value
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Strategic Australian Equity Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 1058 1224 1365 1544 2469
Fund Return 14.63% 5.76% 22.45% 10.94% 9.07% 9.46%
Place in category 9 7 9 22 12 7
% in Category 19 16 19 48 30 13

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  IOOF Balanced Investor Trust 4.58B 13.42 6.96 7.85
  IOOF MultiSeries 70 2.11B 13.53 6.89 7.65
  IOOF MultiMix Balanced Growth Trust 1.96B 12.89 6.10 8.01
  IOOF MultiMix Growth Trust 863.2M 15.37 6.73 9.13
  Strategic Global Property Fund 755.44M 14.24 1.24 6.45

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60ETL00600 2.73B 18.19 12.62 9.84
  AU60ETL03497 2.73B 19.02 13.49 10.27
  Realindex RAFI Australian Share Cl 1.52B 13.87 12.22 9.57
  Perpetual Wholesale Industrial Fund 1.09B 27.82 12.93 8.18
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 7.56 150.260 -3.67%
  BHP Group Ltd AU000000BHP4 6.80 39.590 -0.23%
  Westpac Banking AU000000WBC1 6.71 31.670 -1.19%
  National Australia Bank AU000000NAB4 5.83 36.370 -2.23%
  ANZ Holdings AU000000ANZ3 5.43 27.940 -2.34%

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
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