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Strategic Australian Equity Fund (0P0000I4V3)

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22.448 -0.140    -0.63%
20/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60DFA00083 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.88B
Strategic Australian Equity Fund 22.448 -0.140 -0.63%

0P0000I4V3 Overview

 
Find basic information about the Strategic Australian Equity 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 0P0000I4V3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.29%
Prev. Close22.589
Risk Rating
TTM Yield4.40%
ROE13.12%
IssuerN/A
TurnoverN/A
ROA4.60%
Inception DateDec 17, 2008
Total Assets2.88B
ExpensesN/A
Min. Investment1,000,000
Market Cap31.5B
CategoryEquity Australia Large Value
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Strategic Australian Equity Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1107 1021 1224 1295 1520 2288
Fund Return 10.74% 2.1% 22.42% 8.99% 8.73% 8.63%
Place in category 14 14 17 21 9 7
% in Category 27 21 34 42 19 12

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  IOOF Balanced Investor Trust 4.58B 10.58 6.33 7.66
  IOOF MultiSeries 70 2.11B 10.67 6.23 7.46
  IOOF MultiMix Balanced Growth Trust 1.96B 9.93 5.41 7.82
  IOOF MultiMix Growth Trust 863.2M 11.82 5.91 8.89
  Strategic Global Property Fund 755.44M 11.05 0.92 6.46

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60ETL00600 2.63B 13.51 9.33 9.03
  AU60ETL03497 2.63B 14.24 10.18 9.47
  Realindex RAFI Australian Share Cl 1.46B 10.24 10.53 8.81
  Perpetual Wholesale Industrial Fund 1.09B 19.65 9.22 7.31
  Dimensional Australian Value Trust 1.08B 9.76 10.42 9.24

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 7.23 156.240 -0.09%
  BHP Group Ltd AU000000BHP4 7.09 39.810 -0.67%
  Westpac Banking AU000000WBC1 6.51 33.540 +1.54%
  National Australia Bank AU000000NAB4 5.69 39.510 +0.48%
  ANZ Holdings AU000000ANZ3 5.42 32.250 +0.22%

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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