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Morningstar International Shares (hedged) Fund - Class A (0P00007FSP)

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0.499 -0.001    -0.11%
25/01 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 285.39M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00508 
Asset Class:  Equity
Morningstar International Shares Hedged Fund 0.499 -0.001 -0.11%

0P00007FSP Overview

 
Find basic information about the Morningstar International Shares (hedged) 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 0P00007FSP 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 - 0.91%
Prev. Close0.499
Risk Rating
TTM Yield2.21%
ROE26.86%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA10.71%
Inception DateJul 07, 2000
Total Assets285.39M
ExpensesN/A
Min. Investment10,000
Market Cap25.13B
CategoryEquity World - Currency Hedged
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Morningstar International Shares (hedged) Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 915 1096 915 1195 1346 2827
Fund Return -8.5% 9.64% -8.5% 6.13% 6.13% 10.95%
Place in category 13 32 13 7 16 7
% in Category 12 20 12 3 20 6

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 717.09M -5.06 7.32 13.91
  Morningstar Growth Real Return Fund 447.55M -0.86 3.41 6.94
  Morningstar Australian Shares Fund 328.8M -9.06 1.38 7.42
  Morningstar Growth Fund 251.88M -5.81 2.35 7.06
  Morningstar Multi Asset Real Return 242.3M 2.28 4.03 7.94

Top Funds for Equity World - Currency Hedged Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard International Shares Index 8.09B -17.93 4.01 10.51
  MFS Fully Hedged Global Equity Tru 6.39B -16.09 2.57 10.44
  Walter Scott Global Equity Fund Hed 4.11B -18.60 3.38 10.14
  Arrowstreet Global Equity Fund Hedg 3.45B -12.93 7.79 12.49
  BlackRock Indexed Hedged Internatio 2.38B -17.90 3.97 10.46

Top Holdings

Name ISIN Weight % Last Change %
  Morningstar International Shares Unhedged Fund AU60INT00524 99.25 1.020 -0.39%

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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