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

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0.873 -0.003    -0.30%
29/09 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 169.98M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00284 
Asset Class:  Equity
Morningstar Balanced Real Return Fund 0.873 -0.003 -0.30%

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 Change - 9.29%
Prev. Close0.876
Risk Rating
TTM Yield4.20%
ROE15.99%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA6.13%
Inception DateMay 30, 2001
Total Assets169.98M
ExpensesN/A
Min. Investment10,000
Market Cap38.66B
CategoryMultisector Balanced
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Morningstar Balanced Real Return Fund - Class A Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 972 984 978 1070 1173 1749
Fund Return -2.78% -1.57% -2.17% 2.27% 3.24% 5.75%
Place in category 16 53 17 61 94 54
% in Category 16 44 18 55 90 70

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 758.39M -10.56 7.50 13.73
  Morningstar Growth Real Return Fund 435.92M -2.82 3.99 7.32
  Morningstar Australian Shares Fund 331.19M -9.91 2.73 8.19
  Morningstar International Shares He 259.55M -10.72 8.80 11.30
  Morningstar Growth Fund 257.17M -5.86 3.52 7.65

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 7.78B -10.11 1.80 6.82
  Sunsuper Lifecycle Retirement Pool 7.54B -3.14 4.39 -
  CFS FC ESup FirstChoice Moderate Se 4.98B -7.05 2.94 -
  FirstChoice WS Inv FirstChoice WS M 4.98B -8.32 2.86 6.53
  CFS FC W PSup FirstChoice W Moderat 4.98B -7.30 2.71 6.12

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Multi-Asset Defensive Z AU60ASK12144 44.67 - -
Morningstar Australian Bonds Z AU60INT00011 17.51 - -
Morningstar Multi-Asset All Growth Z AU60ASK12110 17.36 - -
Ms Div Alt Fund - 11.34 - -
Morningstar Cash Z AU60INT00060 2.79 - -

Technical Summary

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