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Experts' Choice Balanced

HRECBAL:AU
1.1067
AUD
0.0006
0.06%
As of 12:59 AM EST 2/22/2017
Fund Type
Unit Trust
52Wk Range
1.0392 - 1.1421
1 Yr Return
12.87%
YTD Return
1.47%
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Previous Close
1.1061
52Wk Range
1.0392 - 1.1421
1 Yr Return
12.16%
YTD Return
1.47%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 02/22/2017)
1.10669
Total Assets (m AUD) (on 01/31/2017)
338.197
Inception Date
02/21/1996
Last Dividend (on 12/30/2016)
0.00381174
Dividend Indicated Gross Yield
0.69%
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
-

Top Fund Holdings

Name Position Value % of Fund
76.89 m 94.13 m 27.46
119.99 m 92.21 m 26.90
80.96 m 70.10 m 20.45
55.76 m 50.01 m 14.59
30.61 m 31.78 m 9.27
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