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Foundation Balanced Fund (0P00007HX4)

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1.307 -0.005    -0.40%
05/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  IOOF Group
ISIN:  AU60WPC00088 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 37.85M
Foundation Balanced Fund 1.307 -0.005 -0.40%

0P00007HX4 Overview

 
Find basic information about the Foundation Balanced 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 0P00007HX4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.78%
Prev. Close1.313
Risk Rating
TTM Yield6.88%
ROE16.73%
IssuerIOOF Group
TurnoverN/A
ROA6.44%
Inception DateSep 23, 2005
Total Assets37.85M
ExpensesN/A
Min. Investment1,000,000
Market Cap50.51B
CategoryMultisector Balanced
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1079 1040 1088 1355 1517 1938
Fund Return 7.91% 4.03% 8.82% 10.67% 8.69% 6.84%
Place in category 31 16 43 34 5 6
% in Category 34 16 45 37 6 8

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 Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 9.39B 8.12 11.05 6.41
  Sunsuper Retirement 6.42B 6.76 8.98 6.83
  FirstChoice WS Inv FirstChoice WS M 4.77B 7.70 11.11 6.32
  CFS FC W PSup FirstChoice W Moderat 4.77B 6.95 9.98 5.86
  CFS FC ESup FirstChoice Moderate Se 4.77B 7.28 10.45 6.02

Top Holdings

Name ISIN Weight % Last Change %
  Strategic Australian Equity Fund AU60DFA00083 30.12 24.190 -1.04%
Strategic Fixed Interest AU60DFA00158 29.87 - -
Strategic International Equity AU60DFA00075 19.98 - -
  Strategic Global Property Fund AU60DFA00067 9.99 19.614 -0.07%
Strategic Cash Plus AU60WPC00286 9.95 - -

Technical Summary

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