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Experts' Choice Balanced

HRECBAL:AU
Price not available for HRECBAL:AU
1.1497
AUD
0.0025
0.22%
As of 12:59 AM EDT 5/24/2017
Fund Type
Unit Trust
52Wk Range
1.0392 - 1.1524
1 Yr Return
9.07%
YTD Return
5.41%
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Previous Close
1.1472
52Wk Range
1.0392 - 1.1524
1 Yr Return
10.26%
YTD Return
5.41%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 05/24/2017)
1.14967
Total Assets (m AUD) (on 04/28/2017)
346.820
Inception Date
02/21/1996
Last Dividend (on 12/30/2016)
0.00381174
Dividend Indicated Gross Yield
0.66%
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
0.00%

Top Fund Holdings

Name Position Value % of Fund
74.31 m 94.63 m 27.48
117.23 m 93.15 m 27.05
82.13 m 71.87 m 20.87
50.74 m 47.49 m 13.79
30.51 m 31.79 m 9.23
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