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North Index Balanced (0P000078RG)

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0.905 -0.002    -0.18%
28/05 - Delayed Data. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.9B
Type:  Fund
Market:  Australia
ISIN:  AU60NMM01131 
Asset Class:  Equity
North Index Balanced 0.905 -0.002 -0.18%

0P000078RG Overview

 
Find basic information about the North Index Balanced 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 0P000078RG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.16%
Prev. Close0.907
Risk Rating
TTM Yield5.01%
ROE19.45%
IssuerN/A
TurnoverN/A
ROA7.54%
Inception DateSep 01, 1999
Total Assets4.9B
ExpensesN/A
Min. Investment500,000
Market Cap83.2B
CategoryMultisector Growth
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North Index Balanced Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1031 1019 1093 1146 1348 1979
Fund Return 3.06% 1.93% 9.31% 4.65% 6.15% 7.06%
Place in category 114 110 53 56 32 16
% in Category 70 70 37 40 26 15

Top Equity Funds by AMP Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMP Capital Future Directions Balan 8.24B -7.90 4.24 8.00
  Ipac Select Index Balanced 4.9B 3.06 4.65 7.06
  Ipac Select Index Growth 2.9B 4.10 6.04 8.21
  North Index Growth 2.9B 4.10 6.04 8.21
  AMP Specialist International Share 2.73B 13.10 10.79 12.49

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 67.64B 3.21 6.71 8.01
  Vanguard Growth Index Fund AU 10.76B 3.38 4.30 7.45
  AMP Capital Future Directions Balan 8.24B -7.90 4.24 8.00
  Ipac Select Index Balanced 4.9B 3.06 4.65 7.06
  IOOF Balanced Investor Trust 4.23B 3.55 5.88 7.55

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.66 44.430 -1.44%
  Commonwealth Bank Australia AU000000CBA7 2.39 118.290 -0.04%
  CSL AU000000CSL8 1.64 277.86 -0.12%
Microsoft Corp - 1.44 - -
  Goodman Group AU000000GMG2 1.31 33.890 -0.56%

Technical Summary

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