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

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1.174 -0.002    -0.13%
20/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 621.7M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00383 
Asset Class:  Equity
Morningstar Growth Real Return Fund 1.174 -0.002 -0.13%

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 Change11.74%
Prev. Close1.176
Risk Rating
TTM Yield2.29%
ROE15.33%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA6.06%
Inception DateMay 11, 2001
Total Assets621.7M
ExpensesN/A
Min. Investment10,000
Market Cap59.77B
CategoryMultisector Growth
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Morningstar Growth 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 1102 1016 1178 1250 1396 1978
Fund Return 10.24% 1.55% 17.83% 7.72% 6.9% 7.06%
Place in category 82 105 121 2 19 26
% in Category 56 66 74 1 14 23

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 722.96M 14.70 10.23 11.93
  Morningstar International Shares He 495.25M 10.79 6.50 9.41
  Morningstar Australian Shares Fund 389.74M 13.93 6.45 7.84
  Morningstar Multi Asset Real Return 388.42M 9.47 7.65 7.24
  Morningstar Balanced Real Return Fu 241.19M 7.81 5.93 5.46

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 22.75B 9.19 6.46 8.18
  Sunsuper Balanced 16.92B 9.22 6.52 8.22
  Vanguard Growth Index Fund AU 11.76B 11.04 4.93 7.64
  North Index Balanced 5.05B 10.82 5.15 7.35
  Ipac Select Index Balanced 5.05B 10.82 5.15 7.35

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Global Opportunities Class A AU60INT98197 25.61 - -
Morningstar Cash Fund - Class A AU60INT00300 14.59 - -
Morningstar Australian Bonds Z AU60INT00011 13.09 - -
  Morningstar International Shares Unhedged Fund AU60INT00524 8.79 1.212 +0.35%
  Morningstar Australian Shares Fund AU60INT00227 4.78 1.424 -0.67%

Technical Summary

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