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Investors Mutual Concentrated Australian Share Fund (0P0000SBSL)

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2.032 -0.010    -0.64%
20/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60IML00101 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 209.13M
Investors Mutual Concentrated Australian Share Fun 2.032 -0.010 -0.64%

0P0000SBSL Overview

 
Find basic information about the Investors Mutual Concentrated Australian Share Fund 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 0P0000SBSL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.31%
Prev. Close2.045
Risk Rating
TTM Yield2.61%
ROE15.87%
IssuerN/A
Turnover13%
ROA4.26%
Inception DateAug 31, 2010
Total Assets209.13M
ExpensesN/A
Min. Investment50,000
Market Cap12.46B
CategoryEquity Australia Large Blend
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Investors Mutual Concentrated Australian Share Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1061 1017 1105 1133 1183 1947
Fund Return 6.11% 1.7% 10.47% 4.24% 3.42% 6.89%
Place in category 284 302 286 268 245 173
% in Category 95 97 96 96 98 85

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.63B 9.90 7.14 6.76
  Investors Mutual Equity Income 514.22M 8.81 8.96 6.62
  Investors Mutual WS Future Leaders 458.03M 16.43 4.80 7.73
  Investors Mutual All Industrials Sh 165.5M 14.74 8.30 6.85
  Investors Mutual WS Australian Smal 135.09M 20.27 5.71 8.99

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 %
  CSL AU000000CSL8 12.10 278.11 +0.56%
  Telstra Group AU000000TLS2 8.82 4.020 +1.01%
  Aurizon Holdings AU000000AZJ1 8.53 3.240 0.00%
  Lottery AU0000219529 7.50 5.03 +0.60%
  Brambles AU000000BXB1 7.24 19.250 +0.94%

Technical Summary

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