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

Sydney

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0.999 +0.004 +0.43%

22/04 - Delayed Data. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 210.7M

Type: Fund

Market: Australia

Issuer: Morningstar Inv Management Australia Ltd

ISIN: AU60INT00284

Asset Class: Equity

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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 Change4.2%

Prev. Close0.995

Risk Rating

TTM Yield2.64%

ROE16.07%

IssuerMorningstar Inv Management Australia Ltd

TurnoverN/A

ROA5.99%

Inception DateMay 30, 2001

Total Assets210.7M

ExpensesN/A

Min. Investment10,000

Market Cap61.04B

CategoryMultisector Balanced

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Morningstar Balanced Real Return Fund - Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 28

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1045	1045	1095	1195	1272	1725
Fund Return	4.49%	4.49%	9.49%	6.12%	4.93%	5.6%
Place in category	48	48	77	9	48	28
% in Category	46	46	73	10	55	40

Top Equity Funds by Morningstar Inv Management Australia Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Morningstar International Shares Un	762.88M	10.54	11.32	12.52
Morningstar Growth Real Return Fund	558.46M	6.29	8.24	7.21
Morningstar Australian Shares Fund	332.81M	9.65	7.67	7.88
Morningstar Multi Asset Real Return	326.14M	4.32	7.40	7.37
Morningstar International Shares He	229.59M	7.08	7.34	9.88

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Sunsuper Lifecycle Retirement Pool	11.39B	3.51	6.24	6.34
Vanguard Balanced Index Fund	8.06B	4.36	3.50	6.22
FirstChoice WS Inv FirstChoice WS M	4.71B	5.60	4.04	5.87
CFS FC W PSup FirstChoice W Moderat	4.71B	5.00	3.80	5.49
CFS FC W Pen FirstChoice W Moderate	4.71B	5.63	4.32	6.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Morningstar Global Opportunities Class A	AU60INT98197	19.93	-	-
Morningstar Australian Bonds Z	AU60INT00011	17.10	-	-
Morningstar Intl Bds (Hdg) Fd - Cl A	AU60INT00805	9.61	-	-
Ms Div Alt Fund	-	7.93	-	-
Morningstar International Shares Unhedged Fund	AU60INT00524	6.92	1.156	+0.44%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Morningstar Balan.	0.999	+0.004	+0.43%