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Optimix Wholesale-moderate Trust - Class B Units (LP63511890)

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1.229 0.000    0.00%
04/08 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60LEF00278 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 212.95K
Optimix Wholesale-Moderate Trust - Class B Units 1.229 0.000 0.00%

LP63511890 Overview

 
Find basic information about the Optimix Wholesale-moderate Trust - Class B Units 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 LP63511890 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.46%
Prev. Close1.229
Risk Rating
TTM Yield3.36%
ROEN/A
IssuerN/A
TurnoverN/A
ROAN/A
Inception DateMay 09, 2003
Total Assets212.95K
ExpensesN/A
Min. InvestmentN/A
Market CapN/A
CategoryMultisector Balanced
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Optimix Wholesale-moderate Trust - Class B Units Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1033 1038 1082 1238 1363 1669
Fund Return 3.25% 3.8% 8.16% 7.37% 6.38% 5.26%
Place in category 76 67 76 69 37 31
% in Category 80 71 82 81 47 51

Top Equity Funds by Insignia Financial Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  OA Frontier AP Vanguard Balanced In 761.17M 4.29 9.31 5.90
  OA Frontier PS Vanguard Growth Inde 623.13M 4.20 10.78 6.85
  OA Frontier PS Vanguard Balanced In 581.89M 3.84 8.28 5.28
  OA Frontier PS Vanguard High Growth 368.99M 4.65 13.30 8.38
  OA Frontier AP Vanguard Growth Inde 264.27M 4.75 12.08 7.62

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 9.01B 4.40 9.00 5.97
  Sunsuper Retirement 6.23B 4.00 8.10 6.40
  FirstChoice WS Inv FirstChoice WS M 4.71B 3.87 8.93 5.72
  CFS FC ESup FirstChoice Moderate Se 4.71B 3.74 8.52 5.47
  CFS FC W PSup FirstChoice W Moderat 4.71B 3.53 8.06 5.32

Technical Summary

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