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Experts' Choice Balanced

HRECBAL:AU
1.0697
AUD
0.0008
0.07%
As of 10/19/2017
Fund Type
Unit Trust
52Wk Range
1.0326 - 1.1600
1 Yr Return
10.98%
YTD Return
8.03%
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Previous Close
1.0705
52Wk Range
1.0326 - 1.1600
1 Yr Return
11.08%
YTD Return
8.03%
Fund Type
Unit Trust
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 10/19/2017)
1.06972
Total Assets (m AUD) (on 07/31/2017)
331.090
Inception Date
02/21/1996
Last Dividend (on 06/30/2017)
0.10478688
Dividend Indicated Gross Yield
19.59%
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.96%
Expense Ratio
0.96%

Top Fund Holdings

Profile
Experts' Choice Balanced Fund is a unit trust incorporated in Australia. The Fund aims to provide a moderate combination of capital growth and some income, and to outperform the Morningstar Australian Wholesale NTP Multisector Growth Index. The Fund invests in a diversified range of asset classes, with a higher exposure to growth assets through specialist investment funds.
Address
AMP Capital Investors Ltd
50 Bridge Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9257-8020