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Morningstar High Growth Fund - Class A (0P0000KUCC)

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Morningstar High Growth Fund historical data, for real-time data please try another search
0.798 +0.002    +0.19%
13/02 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 114.88M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60ASK11989 
Asset Class:  Equity
Morningstar High Growth Fund 0.798 +0.002 +0.19%

0P0000KUCC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Morningstar High Growth Fund (0P0000KUCC) fund. Our Morningstar High Growth Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 8.430 35.830 27.400
Stocks 81.580 81.580 0.000
Bonds 4.500 4.500 0.000
Other 5.490 5.490 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.803 16.747
Price to Book 1.802 2.089
Price to Sales 1.555 1.960
Price to Cash Flow 7.896 9.383
Dividend Yield 3.912 3.365
5 Years Earnings Growth 8.981 9.531

Sector Allocation

Name  Net % Category Average
Financial Services 22.430 18.713
Consumer Cyclical 11.600 8.820
Technology 9.940 14.190
Communication Services 9.820 6.303
Industrials 9.800 9.828
Basic Materials 9.100 9.051
Healthcare 8.490 10.015
Real Estate 5.320 9.362
Consumer Defensive 4.740 4.923
Energy 4.630 5.627
Utilities 4.130 3.975

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 524

Number of short holdings: 27

Name ISIN Weight % Last Change %
  Morningstar Australian Shares Fund AU60INT00227 14.15 1.427 -0.25%
Morningstar Global Opportunities Class Z AU60INT25240 12.14 - -
  Morningstar International Shares Unhedged Fund AU60INT00524 8.19 1.251 -0.28%
Vinva Australian Equities - 5.26 - -
Morningstar Cash Z AU60INT00060 5.04 - -
Morningstar Australian Bonds Z AU60INT00011 3.70 - -
  Morningstar Global Property Securities Hedged Fund AU60INT00771 3.68 1.153 -0.13%
E-mini S&P 500 Future Mar 23 - 2.84 - -
  iShares Core MSCI Emerging Markets US46434G1031 2.28 55.10 +0.05%
  Ishares Core S&P/Asx 200 AU000000IOZ4 1.98 33.49 -0.39%

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 768.28M 19.15 10.39 11.83
  Morningstar Growth Real Return Fund 641.66M 12.27 8.39 7.16
  Morningstar International Shares He 514.74M 14.83 8.36 9.47
  Morningstar Multi Asset Real Return 397.57M 10.69 8.10 7.27
  Morningstar Australian Shares Fund 387.55M 16.79 7.36 8.42
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