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Investors Mutual Ws Australian Share Fund (0P000078H9)

Sydney

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2.765 -0.010 -0.28%

20/02 - Closed. 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	5.640	5.640	0.000
Stocks	94.200	98.060	3.860
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.755	16.625
Price to Book	2.491	2.162
Price to Sales	1.415	1.928
Price to Cash Flow	8.635	8.567
Dividend Yield	3.948	4.116
5 Years Earnings Growth	6.067	7.351

Sector Allocation

Name	Net %	Category Average
Financial Services	27.620	29.225
Healthcare	13.790	11.196
Basic Materials	13.240	19.318
Consumer Cyclical	12.250	7.537
Industrials	9.880	7.621
Communication Services	9.550	6.496
Energy	4.160	4.986
Consumer Defensive	4.050	5.165
Technology	2.770	4.166
Real Estate	2.260	5.871
Utilities	0.430	1.408

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.62	151.730	-2.57%
CSL	AU000000CSL8	9.96	258.67	-0.08%
BHP Group Ltd	AU000000BHP4	6.72	41.260	+2.76%
Telstra Group	AU000000TLS2	6.62	4.150	+0.24%
Brambles	AU000000BXB1	5.65	19.830	-0.50%
Lottery	AU0000219529	4.62	5.03	-1.95%
Steadfast Group	AU000000SDF8	4.32	5.72	+0.53%
Orica	AU000000ORI1	4.10	16.830	-0.77%
Suncorp Group Ltd	AU000000SUN6	4.09	-	-
Aurizon Holdings	AU000000AZJ1	4.04	3.270	-0.30%

Top Equity Funds by Investors Mutual Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investors Mutual Equity Income	514.22M	2.52	9.02	6.39
Investors Mutual WS Future Leaders	458.03M	3.90	7.00	7.36
Investors Mutual Concentrated Austr	209.13M	2.38	5.65	6.49
Investors Mutual All Industrials Sh	165.5M	3.77	9.45	6.22
Investors Mutual WS Australian Smal	135.09M	3.04	8.36	8.78

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investors Mutual .	2.765	-0.010	-0.28%