Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE
Close

Investors Mutual Equity Income (0P00007F5H)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
0.999 -0.001    -0.06%
13/08 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60IML00051 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 524.31M
Investors Mutual Equity Income 0.999 -0.001 -0.06%

0P00007F5H Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investors Mutual Equity Income (0P00007F5H) fund. Our Investors Mutual Equity Income portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 28.100 28.100 0.000
Shares 70.710 80.730 10.020
Preferred 1.180 1.180 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.032 15.784
Price to Book 2.081 1.867
Price to Sales 1.363 1.356
Price to Cash Flow 9.459 7.869
Dividend Yield 4.470 4.558
5 Years Earnings Growth 7.325 5.565

Sector Allocation

Name  Net % Category Average
Financial Services 17.630 35.784
Industrials 17.420 6.350
Basic Materials 15.950 12.479
Healthcare 12.250 7.073
Consumer Cyclical 11.430 8.135
Real Estate 8.650 5.479
Consumer Defensive 6.010 11.535
Energy 5.940 5.569
Communication Services 4.070 7.271
Utilities 0.660 2.762

Region Allocation

  • North America
  • Europe Developed
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 34

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 7.45 41.510 -0.53%
  Brambles AU000000BXB1 5.32 23.050 -0.65%
  CSL AU000000CSL8 5.20 270.10 +0.20%
  Lottery AU0000219529 4.81 5.39 -0.19%
  National Australia Bank AU000000NAB4 4.13 38.880 +1.89%
  Charter Hall Retail Reit AU000000CQR9 4.10 4.06 +1.25%
  Steadfast Group AU000000SDF8 4.02 6.16 +1.65%
  Westpac Banking AU000000WBC1 3.86 36.040 +6.31%
  Aurizon Holdings AU000000AZJ1 3.82 3.260 -0.91%
  Amcor AU000000AMC4 3.81 15.060 +1.01%

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Australian Shar 1.03B 12.14 9.13 6.71
  Investors Mutual WS Future Leaders 300.61M 7.28 9.37 6.82
  Investors Mutual Concentrated Austr 155.67M 14.37 7.73 7.01
  Investors Mutual All Industrials Sh 115.59M 12.28 10.21 6.63
  Investors Mutual WS Australian Smal 130.43M 7.13 11.71 8.30
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007F5H Comments

Write your thoughts about Investors Mutual Equity Income
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email