YHD - Delayed Quote AUD

CFS Future Leaders (3672.AX)

0.0000 0.0000 (0.00%)
At close: June 28 at 6:07:38 PM EDT
Loading Chart for 3672.AX
DELL
  • Previous Close 0.0000
  • YTD Return -5.21%
  • Expense Ratio 0.00%
  • Category Equity Australia Mid/Small Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 532.93M
  • Beta (5Y Monthly) 0.86
  • Yield 5.33%
  • 5y Average Return --
  • Holdings Turnover 47.73%
  • Last Dividend 0.00
  • Inception Date Apr 12, 1995

The option’s strategy is based on the belief that over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. Management is a critical determinant in our assessment of small company investment opportunities outside the S&P/ASX 50 Index. The option predominantly invests in Australian companies and therefore does not hedge currency risk.

Commonwealth/Colonial Group

Fund Family

Equity Australia Mid/Small Growth

Fund Category

532.93M

Net Assets

1995-04-12

Inception Date

Performance Overview: 3672.AX

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Trailing returns as of 4/30/2016. Category is Equity Australia Mid/Small Growth.

YTD Return

3672.AX
5.21%
Category
1.47%
 

1-Year Return

3672.AX
1.51%
Category
8.90%
 

3-Year Return

3672.AX
6.18%
Category
7.94%
 

5-Year Return

3672.AX
4.35%
Category
9.07%
 

Holdings: 3672.AX

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Top 10 Holdings (31.80% of Total Assets)

SymbolCompany% Assets
SGF.AX
SG Fleet Group Limited 3.79%
ISD.AX
ISD.AX 3.53%
BAP.AX
Bapcor Limited 3.47%
IPH.AX
IPH Limited 3.37%
FLXGF.AX
FLXGF.AX 3.27%
MTR.AX
MTR.AX 3.08%
VCMMF.AX
VCMMF.AX 2.98%
GTY.AX
Gateway Lifestyle Group Stapled Securities 2.92%
RHCGF.NZ
RHCGF.NZ 2.77%
APO.AX
APN Outdoor Group Limited 2.62%

Sector Weightings

Sector3672.AX
Industrials   17.24%
Healthcare   10.55%
Technology   7.23%
Real Estate   4.63%
Energy   2.53%
Utilities   2.05%

Recent News: 3672.AX

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Research Reports: 3672.AX

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