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Morningstar Growth Real Return Fund - Class A (0P00007DR1)

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0.983 +0.002    +0.17%
24/11 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 430.63M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00383 
Asset Class:  Equity
Morningstar Growth Real Return Fund 0.983 +0.002 +0.17%

0P00007DR1 Overview

 
Find basic information about the Morningstar Growth 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 0P00007DR1 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 - 1.59%
Prev. Close0.981
Risk Rating
TTM Yield2.34%
ROE16.62%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA6.71%
Inception DateMay 11, 2001
Total Assets430.63M
ExpensesN/A
Min. Investment10,000
Market Cap44.3B
CategoryMultisector Growth
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Morningstar Growth Real Return Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 963 982 973 1087 1202 1958
Fund Return -3.75% -1.81% -2.65% 2.83% 3.74% 6.95%
Place in category 16 98 17 75 114 65
% in Category 9 58 10 51 77 56

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 753.02M -6.60 7.83 14.06
  Morningstar Australian Shares Fund 322.01M -12.15 1.09 7.44
  Morningstar International Shares He 259.89M -11.46 6.62 10.98
  Morningstar Growth Fund 252.02M -6.91 2.45 7.26
  Morningstar Multi Asset Real Return 234.38M -1.00 3.30 7.99

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Growth Index Fund AU 8.83B -10.63 3.11 8.13
  Ipac Select Index Balanced 4.65B -10.03 3.12 7.76
  North Index Balanced 4.65B -10.03 3.12 7.76
  AMP Capital Future Directions Balan 3.98B -7.90 4.24 8.00
  AMP Capital Future Directions BalaA 3.98B -8.97 3.15 7.41

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Multi-Asset All Growth Z AU60ASK12110 68.41 - -
Morningstar Australian Bonds Z AU60INT00011 12.57 - -
Ms Div Alt Fund - 6.91 - -
Morningstar Multi-Asset Defensive Z AU60ASK12144 6.84 - -
Morningstar Cash Z AU60INT00060 0.77 - -

Technical Summary

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