ASX - Delayed Quote AUD

OnePath OA IP-OP Sust Inv Aus Share EF (10287.AX)

0.0000 0.0000 (0.00%)
At close: July 9 at 11:00:05 PM GMT+10

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return 38.96%
Worst 1Y Total Return -36.86%
Best 3Y Total Return 38.96%
Worst 3Y Total Return -4.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
10287.AX
Category
YTD
-2.52%
3.87%
1-Month
2.67%
3.15%
3-Month
3.78%
3.87%
1-Year
-11.73%
15.46%
3-Year
3.46%
6.31%
5-Year
5.55%
10.31%
10-Year
4.47%
4.29%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
10287.AX
Category
2016
--
--
2015
0.58%
6.06%
2014
4.87%
4.41%
2013
24.57%
22.91%
2012
18.30%
18.72%
2011
-11.43%
-12.63%
2010
-0.25%
-0.21%
2009
38.96%
37.68%

2008
-36.86%
-37.39%
2007
26.50%
19.27%
2006
19.31%
22.28%
2005
22.22%
23.56%
2004
22.24%
26.49%
2003
--
13.19%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 -5.06% -- -- --
2015 13.43% -7.77% -8.54% 5.11%
2014 3.42% 1.30% -0.58% 0.69%
2013 10.52% -0.83% 10.67% 2.70%
2012 7.30% -5.07% 9.52% 6.05%
2011 2.66% -3.69% -12.46% 2.32%
2010 0.60% -12.58% 7.47% 5.54%
2009 -0.24% 10.71% 21.08% 3.91%
2008 -12.30% 1.78% -14.94% -16.85%
2007 7.60% 9.30% 7.58% -0.01%

2006 10.64% -1.27% -0.78% 10.08%
2005 3.15% 3.46% 9.68% 4.42%
2004 1.80% 3.56% 4.77% 10.67%
2003 3.52% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 38
3-Month 41
1-Year 97
3-Year 78
5-Year 62

Load Adjusted Returns

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Equity Australia Large Growth
Fund Family OnePath/ANZ Group
Net Assets 2.73M
YTD Return -2.52%
Yield 2.68%
Morningstar Rating
Inception Date Sep 10, 2003

Fund Summary

The Trust invests predominantly in a diversified portfolio of Australian shares, selected in accordance with a detailed sustainable Australian shares investment process.

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