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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1019 | 1083 | 1113 | 1189 | 1424 |
Fund Return | 2.75% | 1.94% | 8.3% | 3.64% | 3.53% | 3.6% |
Place in category | 17 | 19 | 20 | 22 | 19 | 12 |
% in Category | 15 | 17 | 19 | 21 | 25 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Grade Treasury | 189.3M | 2.12 | 3.12 | 2.97 | ||
Perpetual High Grade Treasury Fund | 189.3M | 2.11 | 3.04 | 2.89 | ||
Perpetual Wholesale Dynamic Fixed I | 26.17M | 1.15 | 1.24 | 3.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60MAQ02772 | 2.86B | 0.39 | 0.98 | 2.23 | ||
PIMCO Global Credit Fund Wholesale | -2.14 | -3.38 | 2.09 | |||
PIMCO Global Credit Fund | 301.14M | -2.13 | -3.35 | 2.12 | ||
Realm High Income Fund Wholesale Un | 1.66B | 3.61 | 5.40 | 4.64 | ||
Mercer Global Credit Fund | 1.06B | -1.97 | -3.74 | 1.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Macquarie Bank Ltd. 6.798% | - | 3.44 | - | - | |
Liberty Funding Pty Ltd in respect of the Liberty Series 2023-1 SME 6.105% | AU3FN0080784 | 2.71 | - | - | |
Credit Agricole S.A. 6.375% | FR001400IKV7 | 2.70 | - | - | |
ANZ Group Holdings Ltd. 5.101% | XS2577127967 | 2.58 | - | - | |
National Australia Bank Ltd. 3.933% | - | 2.56 | - | - |
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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