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

Investors Mutual Ws Future Leaders Fund (0P00007BNJ)

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
 
1.204 +0.006    +0.53%
14/08 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00036 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 458.03M
Investors Mutual WS Future Leaders Fund 1.204 +0.006 +0.53%

0P00007BNJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investors Mutual WS Future Leaders Fund (0P00007BNJ) fund. Our Investors Mutual WS Future Leaders Fund 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 2.540 2.540 0.000
Shares 97.460 97.460 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.448 15.948
Price to Book 1.496 1.783
Price to Sales 0.902 1.377
Price to Cash Flow 3.586 7.843
Dividend Yield 2.975 3.984
5 Years Earnings Growth 5.527 5.464

Sector Allocation

Name  Net % Category Average
Industrials 20.080 16.819
Consumer Cyclical 13.820 16.352
Healthcare 12.480 12.182
Technology 9.850 3.495
Communication Services 8.770 9.060
Financial Services 8.580 22.432
Consumer Defensive 7.870 3.955
Energy 7.100 6.307
Basic Materials 7.040 9.521
Real Estate 4.390 6.494

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 62

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Integral Diagnostics Ltd AU000000IDX2 3.41 2.66 -1.48%
  Kelsian AU0000186678 3.36 3.88 +2.92%
  Ampol AU0000088338 3.30 29.15 +7.68%
  Aurizon Holdings AU000000AZJ1 3.20 3.270 +0.31%
  Orica AU000000ORI1 3.02 21.880 +1.58%
  Tabcorp Holdings AU000000TAH8 2.90 0.715 +1.42%
  Steadfast Group AU000000SDF8 2.89 6.29 +2.11%
  Australian Clinical Labs AU0000148496 2.79 2.70 -0.37%
  Cuscal AU0000362105 2.74 3.00 0.00%
  Amotiv AU0000340770 2.74 9.33 -0.21%

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 Equity Income 524.31M 9.27 8.81 6.34
  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.

0P00007BNJ Comments

Write your thoughts about Investors Mutual Ws Future Leaders Fund
 
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