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Investors Mutual Concentrated Australian Share Fund (0P0000SBSL)

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2.007 -0.010    -0.54%
24/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 209.13M
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00101 
Asset Class:  Equity
Investors Mutual Concentrated Australian Share Fun 2.007 -0.010 -0.54%

0P0000SBSL Overview

 
Find basic information about the Investors Mutual Concentrated Australian Share 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 0P0000SBSL 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 - 2.9%
Prev. Close2.018
Risk Rating
TTM Yield2.25%
ROE16.77%
IssuerInvestors Mutual Limited
Turnover13%
ROA4.04%
Inception DateAug 31, 2010
Total Assets209.13M
ExpensesN/A
Min. Investment50,000
Market Cap11.55B
CategoryEquity Australia Large Value
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Investors Mutual Concentrated Australian Share Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1049 1049 1058 1236 1271 2099
Fund Return 4.9% 4.9% 5.79% 7.33% 4.91% 7.7%
Place in category 81 81 98 81 84 16
% in Category 84 84 100 93 99 24

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 4.82 8.35 6.84
  Investors Mutual Equity Income 514.22M 5.20 10.41 7.02
  Investors Mutual WS Future Leaders 458.03M 9.43 6.31 8.05
  Investors Mutual All Industrials Sh 165.5M 7.14 8.61 6.73
  Investors Mutual WS Australian Smal 135.09M 10.36 7.20 8.76

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN01046 5.23B 5.69 11.55 7.28
  Strategic Australian Equity Fund 2.72B 5.42 10.40 8.48
  AU60ETL00600 2.59B 7.78 10.18 9.16
  AU60ETL03497 2.59B 7.99 11.02 9.48
  Dimensional Australian Value Trust 1.02B 5.46 11.12 9.14

Top Holdings

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 10.21 273.30 -1.85%
  Aurizon Holdings AU000000AZJ1 8.98 3.870 -1.78%
  Lottery AU0000219529 7.84 4.86 -0.82%
  Telstra Group AU000000TLS2 7.82 3.640 -0.82%
  Metcash AU000000MTS0 7.78 3.890 -0.26%

Technical Summary

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