Breaking News
Get Actionable Insights with InvestingPro+: Start 7 Day FREE Trial Register here
Investing Pro 0
Ad-Free Version. Upgrade your Investing.com experience. Save up to 40% More details
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
0.986 +0.006    +0.66%
20/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 440.1M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00383 
Asset Class:  Equity
Morningstar Growth Real Return Fund 0.986 +0.006 +0.66%
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 1.23%
Prev. Close0.98
Risk Rating
TTM Yield2.80%
ROE16.68%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA6.07%
Inception DateMay 11, 2001
Total Assets440.1M
ExpensesN/A
Min. Investment10,000
Market Cap39.39B
CategoryMultisector Growth
What is your sentiment on Morningstar Growth Real Return Fund?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 986 956 1045 1145 1282 2081
Fund Return -1.36% -4.38% 4.53% 4.63% 5.1% 7.6%
Place in category 24 201 36 151 135 79
% in Category 12 97 19 84 79 61

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 808.01M -10.54 8.39 13.78
  Morningstar Australian Shares Fund 372.86M -3.38 7.18 8.82
  Morningstar International Shares He 290.34M -9.50 8.36 11.60
  Morningstar Growth Fund 270.05M -3.40 5.05 8.05
  Morningstar Multi Asset Real Return 266.59M 0.83 4.84 8.60

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Growth Index Fund AU 8.98B -6.98 6.32 9.07
  Ipac Select Index Balanced 5.09B -5.86 6.50 8.73
  North Index Balanced 5.09B -5.86 6.50 8.73
  AMP Capital Future Directions Balan 4.17B -4.98 6.15 8.42
  AMP Capital Future Directions BalaA 4.17B -5.04 5.91 8.19

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Multi-Asset Defensive Z AU60ASK12144 67.74 - -
Morningstar Australian Bonds Z AU60INT00011 12.21 - -
Morningstar Multi-Asset All Growth Z AU60ASK12110 6.97 - -
Inmk - Alt Mkt Tst - 6.46 - -
Morningstar Cash Z AU60INT00060 2.37 - -

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007DR1 Comments

Write your thoughts about Morningstar Growth Real Return Fund - Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email