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Morningstar Multi Asset Real Return Fund - Class A (0P00007FPY)

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1.154 +0.002    +0.15%
12/09 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 373.71M
Type:  Fund
Market:  Australia
Issuer:  Morningstar Inv Management Australia Ltd
ISIN:  AU60INT00409 
Asset Class:  Equity
Morningstar Multi Asset Real Return Fund 1.154 +0.002 +0.15%

0P00007FPY Overview

 
Find basic information about the Morningstar Multi Asset Real Return 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 0P00007FPY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.99%
Prev. Close1.152
Risk Rating
TTM Yield5.48%
ROE15.71%
IssuerMorningstar Inv Management Australia Ltd
TurnoverN/A
ROA5.55%
Inception DateNov 02, 2000
Total Assets373.71M
ExpensesN/A
Min. Investment10,000
Market Cap53.39B
CategoryMultisector Flexible
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Morningstar Multi Asset Real Return Fund - Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1079 1034 1100 1237 1387 2004
Fund Return 7.94% 3.39% 10% 7.34% 6.75% 7.2%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Morningstar Inv Management Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar International Shares Un 746.52M 11.94 7.57 12.26
  Morningstar Growth Real Return Fund 602.84M 8.88 7.30 7.01
  Morningstar International Shares He 488.81M 10.91 6.05 9.61
  Morningstar Australian Shares Fund 380.44M 11.88 4.55 7.49
  Morningstar Balanced Real Return Fu 239.46M 6.85 5.38 5.44

Top Funds for Multisector Flexible Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMP Capital Multi Asset Fund Class 86.91M 6.13 1.13 4.05
  AMP Capital Multi Asset Fund Person 86.91M 5.92 0.83 3.74
  AMP Capital Multi Asset Fund 86.91M 6.13 1.13 4.07

Top Holdings

Name ISIN Weight % Last Change %
Morningstar Global Opportunities Class A AU60INT98197 16.74 - -
Morningstar Cash Z AU60INT00060 14.72 - -
  Morningstar International Shares Unhedged Fund AU60INT00524 12.88 1.175 -0.18%
Bentham Defensive Income I AU60HOW49194 9.86 - -
Morningstar Australian Bonds Z AU60INT00011 8.00 - -

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
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