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Foundation Assertive Fund (0P00007HX6)

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1.453 -0.002    -0.13%
07/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  IOOF Group
ISIN:  AU60WPC00070 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 26.05M
Foundation Assertive Fund 1.453 -0.002 -0.13%

0P00007HX6 Overview

 
Find basic information about the Foundation Assertive 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 0P00007HX6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Technical Chart
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Rating
1-Year Change6.56%
Prev. Close1.455
Risk Rating
TTM Yield3.05%
ROE17.25%
IssuerIOOF Group
TurnoverN/A
ROA6.73%
Inception DateSep 16, 2005
Total Assets26.05M
ExpensesN/A
Min. Investment25,000
Market Cap53.9B
CategoryMultisector Growth
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1052 1109 1454 1694 2261
Fund Return 9.73% 5.2% 10.89% 13.29% 11.12% 8.5%
Place in category 33 11 52 39 7 5
% in Category 18 9 35 30 6 5

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  IOOF Balanced Investor Trust 5.03B 7.74 12.21 8.13
  Strategic Australian Equity Fund 3.29B 13.23 15.42 10.77
  IOOF MultiSeries 70 2.65B 7.51 12.34 7.97
  IOOF MultiMix Balanced Growth Trust 2.02B 6.85 10.87 7.98
  IOOF MultiMix Growth Trust 930.45M 7.32 12.40 9.01

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 27.09B 7.89 11.28 8.71
  Sunsuper Balanced 23.67B 8.31 11.50 8.79
  Vanguard Growth Index Fund AU 13.83B 9.53 14.02 8.31
  North Index Balanced 5.57B 9.34 13.46 8.11
  IOOF Balanced Investor Trust 5.03B 7.74 12.21 8.13

Top Holdings

Name ISIN Weight % Last Change %
  Strategic Australian Equity Fund AU60DFA00083 39.89 24.155 -0.70%
Strategic International Equity AU60DFA00075 29.89 - -
Strategic Fixed Interest AU60DFA00158 14.43 - -
  Strategic Global Property Fund AU60DFA00067 9.76 19.837 +1.08%
Strategic Cash Plus AU60WPC00286 4.80 - -

Technical Summary

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