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Foundation Balanced Fund (0P00007HX4)

Sydney

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1.297 +0.002 +0.13%

21/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 42.78M

Type: Fund

Market: Australia

Issuer: IOOF Group

ISIN: AU60WPC00088

Asset Class: Equity

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0P00007HX4 Holdings

Comprehensive information about top holdings and Key Holding Information for the Foundation Balanced Fund (0P00007HX4) fund. Our Foundation Balanced Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	25.880	26.040	0.160
Stocks	60.090	60.090	0.000
Bonds	13.750	13.750	0.000
Convertible	0.210	0.210	0.000
Other	0.070	0.070	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.673	15.974
Price to Book	1.922	2.099
Price to Sales	1.857	1.696
Price to Cash Flow	9.057	8.601
Dividend Yield	3.659	3.285
5 Years Earnings Growth	9.523	9.921

Sector Allocation

Name	Net %	Category Average
Financial Services	25.210	18.794
Real Estate	16.790	7.046
Basic Materials	11.980	8.608
Industrials	8.060	9.737
Technology	7.530	13.410
Energy	7.490	6.496
Consumer Cyclical	7.090	9.321
Healthcare	6.150	9.762
Communication Services	4.550	6.721
Consumer Defensive	3.730	5.504
Utilities	1.410	4.603

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Strategic Australian Equity Fund	AU60DFA00083	30.61	22.462	+0.06%
Strategic Fixed Interest	AU60DFA00158	29.10	-	-
Strategic International Equity	AU60DFA00075	19.96	-	-
Strategic Global Property Fund	AU60DFA00067	10.01	20.396	+0.18%
Strategic Cash Plus	AU60WPC00286	9.70	-	-

Top Equity Funds by Insignia Financial Ltd

Name	Total Assets	YTD%	3Y%	10Y%
IOOF Balanced Investor Trust	4.56B	10.58	6.33	7.66
Strategic Australian Equity Fund	2.91B	10.74	8.99	8.63
IOOF MultiSeries 70	2.08B	10.67	6.23	7.46
IOOF MultiMix Balanced Growth Trust	1.96B	9.93	5.41	7.82
IOOF MultiMix Growth Trust	859.92M	11.82	5.91	8.89

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foundation Balanc.	1.297	+0.002	+0.13%