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Morningstar Balanced Real Return Fund - Class A (0P00007DLJ)

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1.004 -0.010    -0.58%
29/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 232.18M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00284 
Asset Class:  Equity
Morningstar Balanced Real Return Fund 1.004 -0.010 -0.58%

0P00007DLJ Overview

 
Find basic information about the Morningstar Balanced Real Return Fund - Class A 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 0P00007DLJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.75%
Prev. Close1.01
Risk Rating
TTM Yield2.67%
ROE15.64%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA5.81%
Inception DateMay 30, 2001
Total Assets232.18M
ExpensesN/A
Min. Investment10,000
Market Cap61.06B
CategoryMultisector Balanced
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Morningstar Balanced Real Return Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1030 1025 1070 1175 1241 1689
Fund Return 3.05% 2.52% 7.03% 5.51% 4.42% 5.38%
Place in category 25 11 53 8 37 26
% in Category 25 11 52 9 41 36

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 744.41M 6.97 9.44 12.18
  Morningstar Growth Real Return Fund 576.07M 4.69 7.54 6.97
  Morningstar International Shares He 481.52M 3.83 5.40 9.57
  Morningstar Multi Asset Real Return 327.33M 3.55 7.19 7.19
  Morningstar Australian Shares Fund 324.5M 6.98 5.45 7.45

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Retirement Pool 12B 2.04 5.15 6.14
  Vanguard Balanced Index Fund 7.98B 1.80 2.03 5.84
  FirstChoice WS Inv FirstChoice WS M 4.78B 3.57 2.71 5.57
  CFS FC W PSup FirstChoice W Moderat 4.78B 3.20 2.61 5.21
  CFS FC W Pen FirstChoice W Moderate 4.78B 3.61 3.00 5.85

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Global Opportunities Class A AU60INT98197 20.09 - -
Morningstar Australian Bonds Z AU60INT00011 17.06 - -
Morningstar Intl Bds (Hdg) Fd - Cl A AU60INT00805 10.53 - -
Ms Div Alt Fund - 7.90 - -
Morningstar Cash Z AU60INT00060 7.79 - -

Technical Summary

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