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Morningstar Australian Shares Fund - Class A (0P00007DO9)

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1.195 +0.010    +1.21%
11/08 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 311.64M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00227 
Asset Class:  Equity
Morningstar Australian Shares Fund 1.195 +0.010 +1.21%
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Rating
1-Year Change - 14.5%
Prev. Close1.181
Risk Rating
TTM Yield4.62%
ROE20.21%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA9.30%
Inception DateJul 07, 2000
Total Assets311.64M
ExpensesN/A
Min. Investment10,000
Market Cap5.71B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 895 926 887 1072 1292 2228
Fund Return -10.51% -7.38% -11.28% 2.34% 5.26% 8.34%
Place in category 304 270 316 264 228 132
% in Category 91 82 97 87 87 67

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 765.91M -8.76 8.40 14.45
  Morningstar Growth Real Return Fund 421.23M -1.97 4.07 7.58
  Morningstar International Shares He 274.37M -8.58 8.92 11.80
  Morningstar Growth Fund 250.94M -5.04 3.69 7.91
  Morningstar Multi Asset Real Return 227.93M 0.45 4.47 8.66

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 27.65B -5.08 4.42 9.30
  Fidelity Australian Equities Fund 5.28B -8.67 5.79 10.36
  CFS FC ESup CFS Index Aus Share Sel 4.79B -3.92 4.65 -
  Mercer Passive Australian Share 4.3B -13.19 2.19 8.22
  CFS FC W Pen FirstChoice W Aus Shar 3.34B -2.79 5.25 9.98

Top Holdings

Name ISIN Weight % Last Change %
  JB Hi-Fi AU000000JBH7 4.50 45.55 -1.06%
  Rio Tinto Ltd AU000000RIO1 4.31 95.410 +0.14%
  Suncorp AU000000SUN6 4.01 11.140 -3.88%
  Computershare AU000000CPU5 3.77 23.35 +1.65%
  Janus Henderson DRC AU000000JHG6 3.54 36.28 -0.55%

Technical Summary

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