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Investors Mutual Ws Australian Share Fund (0P000078H9)

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2.816 +0.030    +0.94%
22/11 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60IML00028 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.63B
Investors Mutual WS Australian Share Fund 2.816 +0.030 +0.94%

0P000078H9 Overview

 
Find basic information about the Investors Mutual Ws 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 0P000078H9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.44%
Prev. Close2.79
Risk Rating
TTM Yield10.25%
ROE15.78%
IssuerN/A
Turnover13%
ROA4.46%
Inception DateJun 15, 1998
Total Assets1.63B
ExpensesN/A
Min. Investment20,000
Market Cap27.81B
CategoryEquity Australia Large Blend
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Investors Mutual Ws Australian Share Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1058 989 1155 1178 1279 1813
Fund Return 5.83% -1.11% 15.51% 5.6% 5.04% 6.13%
Place in category 259 286 260 201 223 169
% in Category 90 94 92 76 92 86

Top Equity Funds by Investors Mutual Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual Equity Income 514.22M 6.59 8.19 6.16
  Investors Mutual WS Future Leaders 458.03M 14.08 3.10 7.68
  Investors Mutual Concentrated Austr 209.13M 1.85 3.16 6.27
  Investors Mutual All Industrials Sh 165.5M 9.91 6.31 6.24
  Investors Mutual WS Australian Smal 135.09M 18.72 3.98 8.87

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.57B 10.78 7.51 8.21
  Sunsuper Australian Shares Index 7.46B 10.73 8.22 8.61
  Mercer Passive Australian Share 6.62B 10.60 7.50 8.10
  Dimensional Australian Core Equity 5.39B 9.75 7.58 8.69
  Fidelity Australian Equities Fund 4.71B 9.23 4.83 8.13

Top Holdings

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 10.78 280.94 +1.62%
  Commonwealth Bank Australia AU000000CBA7 9.42 158.595 -0.27%
  Telstra Group AU000000TLS2 7.49 3.880 +0.52%
  BHP Group Ltd AU000000BHP4 6.99 40.335 +0.44%
  Brambles AU000000BXB1 5.32 19.115 -0.23%

Technical Summary

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