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Morningstar International Shares (unhedged) Fund - Class A (0P00007FY8)

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0.949 +0.008    +0.84%
28/09 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 758.39M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00524 
Asset Class:  Equity
Morningstar International Shares Unhedged Fund 0.949 +0.008 +0.84%

0P00007FY8 Overview

 
Find basic information about the Morningstar International Shares (unhedged) 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 0P00007FY8 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 - 13.72%
Prev. Close0.941
Risk Rating
TTM Yield5.10%
ROE24.78%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA10.08%
Inception DateJul 07, 2000
Total Assets758.39M
ExpensesN/A
Min. Investment10,000
Market Cap21.18B
CategoryEquity World Large Blend
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Morningstar International Shares (unhedged) Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 894 1005 907 1242 1604 3619
Fund Return -10.56% 0.47% -9.28% 7.5% 9.91% 13.73%
Place in category 52 23 81 64 57 28
% in Category 19 9 31 34 34 25

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar Growth Real Return Fund 435.92M -2.82 3.99 7.32
  Morningstar Australian Shares Fund 331.19M -9.91 2.73 8.19
  Morningstar International Shares He 259.55M -10.72 8.80 11.30
  Morningstar Growth Fund 257.17M -5.86 3.52 7.65
  Morningstar Multi Asset Real Return 235.78M 0.30 4.63 8.45

Top Funds for Equity World Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00113 27.4B -12.96 8.02 13.67
  Vanguard International Shares Inde 27.4B -12.96 8.29 14.31
  AMP Capital Enhanced Index Internat 7.38B -12.74 8.04 14.41
  Arrowstreet Global Equity Fund 4.97B -10.96 10.93 16.08
  Dimensional Global Core Equity Trus 4.48B -10.69 7.87 13.31

Top Holdings

Name ISIN Weight % Last Change %
  General Mills US3703341046 1.14 78.79 +1.05%
  JM Smucker US8326964058 1.10 139.18 +1.90%
  Apple US0378331005 1.05 149.84 -1.27%
  M&T Bank US55261F1049 1.05 179.15 +1.04%
  Richemont CH0210483332 1.02 93.60 -2.90%

Technical Summary

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