Breaking News
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 Portfolio
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
0.999 +0.003    +0.28%
23/09 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 428.71M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00383 
Asset Class:  Equity
Morningstar Growth Real Return Fund 0.999 +0.003 +0.28%
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change17.73%
Prev. Close0.996
Risk Rating
TTM Yield3.36%
ROE5.69%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA2.23%
Inception DateMay 11, 2001
Total Assets428.71M
ExpensesN/A
Min. Investment10,000
Market Cap40.49B
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 Portfolio
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 1118 1024 1200 1183 1362 2219
Fund Return 11.82% 2.42% 19.99% 5.75% 6.38% 8.3%
Place in category 148 183 106 161 146 98
% in Category 83 99 61 96 90 75

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 699.94M 20.98 12.96 16.11
  Morningstar Australian Shares Fund 397.66M 15.39 10.58 9.93
  Morningstar International Shares He 355.3M 16.39 11.41 13.66
  Morningstar Growth Fund 290.8M 12.45 7.24 9.03
  Morningstar Multi Asset Real Return 248.54M 10.62 4.86 9.06

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  REST Super Core Strategy 55.65B 11.24 7.46 9.14
  VicSuper FutureSaver Growth 17.61B 12.77 9.75 10.01
  Vanguard Growth Index Fund AU 8.3B 13.31 9.96 10.59
  North Index Balanced 5.31B 13.25 9.44 10.03
  Ipac Select Index Balanced 5.31B 13.25 9.44 10.03

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Multi-Asset Defensive Z AU60ASK12144 67.84 - -
Morningstar Australian Bonds Z AU60INT00011 8.14 - -
Morningstar Multi-Asset All Growth Z AU60ASK12110 7.89 - -
Inmk - Alt Mkt Tst - 6.27 - -
Morningstar Cash Z AU60INT00060 5.90 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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
Disclaimer: Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. All CFDs (stocks, indexes, futures), cryptocurrencies, and Forex prices are not provided by exchanges but rather by market makers, and so prices may not be accurate and may differ from the actual market price, meaning prices are indicative and not appropriate for trading purposes. Therefore Fusion Media doesn't bear any responsibility for any trading losses you might incur as a result of using this data.
Fusion Media or anyone involved with Fusion Media will not accept any liability for loss or damage as a result of reliance on the information including data, quotes, charts and buy/sell signals contained within this website. Please be fully informed regarding the risks and costs associated with trading the financial markets, it is one of the riskiest investment forms possible.
Continue with Google
or
Sign up with Email