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Alphinity Concentrated Australian Share Fund - Class B (0P0000787F)

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3.224 -0.050    -1.48%
19/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60EQI00016 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 354.24M
Alphinity Concentrated Australian Share 3.224 -0.050 -1.48%

0P0000787F Overview

 
Find basic information about the Alphinity Concentrated Australian Share Fund - Class B 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 0P0000787F MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.4%
Prev. Close3.272
Risk Rating
TTM Yield2.11%
ROE14.91%
IssuerN/A
Turnover67.90%
ROA5.64%
Inception DateFeb 01, 1983
Total Assets354.24M
ExpensesN/A
Min. Investment10,000
Market Cap52.67B
CategoryEquity Australia Large Blend
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Alphinity Concentrated Australian Share Fund - Class B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1169 1070 1242 1285 1443 2433
Fund Return 16.91% 6.99% 24.21% 8.72% 7.61% 9.3%
Place in category 90 48 100 139 150 42
% in Category 30 16 34 52 60 21

Top Equity Funds by Alphinity Investment Management Pty Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Greencape Wholesale Broadcap Fund 1.76B 17.76 8.70 10.50
  Greencape Wholesale High Conviction 971.84M 17.80 10.12 10.52
  Wavestone Wholesale Australian Shar 627.74M 12.71 8.38 10.13
  Merlon Wholesale Australian Share I 435.14M 11.32 11.12 6.66
  Alphinity Wholesale Concentrated Au 354.24M 17.63 9.45 10.09

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.57B 14.85 9.01 8.96
  Sunsuper Australian Shares Index 7.66B 14.57 9.60 9.32
  Mercer Passive Australian Share 6.69B 14.67 8.98 8.85
  Dimensional Australian Core Equity 5.39B 13.13 8.74 9.41
  Fidelity Australian Equities Fund 4.78B 12.27 5.88 8.63

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 9.52 39.900 +0.78%
  CSL AU000000CSL8 7.60 278.11 +0.56%
  Commonwealth Bank Australia AU000000CBA7 7.45 154.680 +2.94%
  Westpac Banking AU000000WBC1 7.06 32.290 +1.96%
  National Australia Bank AU000000NAB4 6.97 37.140 +2.12%

Technical Summary

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