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Investors Mutual Ws Australian Share Fund (0P000078H9)

Sydney

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2.728 +0.001 +0.03%

24/03 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 1.63B

Type: Fund

Market: Australia

Issuer: Investors Mutual Limited

ISIN: AU60IML00028

Asset Class: Equity

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0P000078H9 Holdings

Comprehensive information about top holdings and Key Holding Information for the Investors Mutual WS Australian Share Fund (0P000078H9) fund. Our Investors Mutual WS Australian Share 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	6.560	6.560	0.000
Stocks	93.270	96.960	3.690
Preferred	0.170	0.170	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.805	16.720
Price to Book	2.565	2.178
Price to Sales	1.330	1.935
Price to Cash Flow	9.962	8.837
Dividend Yield	3.711	4.058
5 Years Earnings Growth	4.535	6.665

Sector Allocation

Name	Net %	Category Average
Financial Services	26.670	29.182
Healthcare	13.870	11.243
Basic Materials	13.000	19.100
Consumer Cyclical	12.800	7.608
Industrials	10.570	7.724
Communication Services	9.910	6.692
Consumer Defensive	4.140	5.162
Energy	3.880	4.928
Technology	2.740	4.189
Real Estate	2.410	5.922

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.66	150.240	+1.08%
CSL	AU000000CSL8	9.91	253.07	-1.45%
BHP Group Ltd	AU000000BHP4	6.75	39.700	+1.69%
Telstra Group	AU000000TLS2	6.74	4.135	-0.12%
Brambles	AU000000BXB1	6.13	20.500	-0.24%
Lottery	AU0000219529	4.67	4.85	+0.83%
Steadfast Group	AU000000SDF8	4.27	5.80	+0.52%
Aurizon Holdings	AU000000AZJ1	4.12	3.110	+0.32%
Orica	AU000000ORI1	3.94	17.545	+0.60%
National Australia Bank	AU000000NAB4	3.44	34.075	+0.96%

Top Equity Funds by Investors Mutual Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investors Mutual Equity Income	514.22M	0.97	7.27	5.81
Investors Mutual WS Future Leaders	458.03M	1.41	6.00	6.47
Investors Mutual Concentrated Austr	209.13M	1.91	4.95	5.92
Investors Mutual All Industrials Sh	165.5M	2.49	8.06	5.64
Investors Mutual WS Australian Smal	135.09M	0.10	7.48	7.83

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