Investment Trusts/Mutual Funds: Industry Performance — Australia

Australian companies operating in the same investment trusts/mutual funds industry

The list below has Australian companies that operate under the same industry, investment trusts/mutual funds. The list helps track their performance, income statement, and more. Sorted by any necessary metric, it can show the most expensive stocks of the industry such as SPDR 500 CDI 1:1 or those with the best price dynamics like K2 ASSET MANAGEMENT HOLDINGS LTD, thus assisting in designing strategies of any focus.

Symbol	Market cap	Price	Change %	Volume	Rel Volume	P/E	EPS dil TTM	EPS dil growth TTM YoY	Div yield % TTM	Sector	Analyst Rating
AFI^{AUSTRALIAN FOUNDATION INVESTMENT COMPANY LIMITED} MF	9.309 B AUD	7.40 AUD	−0.13%	583.696 K	1.42	31.16	0.24 AUD	−19.22%	3.51%	Miscellaneous	—
ARG^{ARGO INVESTMENTS LIMITED} MF	6.823 B AUD	8.93 AUD	+0.11%	425.06 K	1.72	26.78	0.33 AUD	−21.96%	3.86%	Miscellaneous	—
MFF^{MFF CAPITAL INVESTMENTS LIMITED} MF	2.301 B AUD	3.97 AUD	−1.49%	180.426 K	0.87	5.13	0.77 AUD	—	2.77%	Miscellaneous	—
MXT^{METRICS MASTER INCOME TRUST} MF	2.197 B AUD	2.07 AUD	0.00%	2.243 M	1.69	11.49	0.18 AUD	+106.06%	8.71%	Miscellaneous	—
DRR^{DETERRA ROYALTIES LIMITED}	1.951 B AUD	3.69 AUD	−1.34%	4.208 M	2.18	12.62	0.29 AUD	−13.33%	7.94%	Miscellaneous	Buy
WLE^{WAM LEADERS LIMITED} MF	1.838 B AUD	1.345 AUD	+0.75%	1.065 M	1.04	75.99	0.02 AUD	−73.74%	6.77%	Miscellaneous	—
LSF^{L1 LONG SHORT FUND LIMITED} MF	1.83 B AUD	2.94 AUD	+1.38%	563.665 K	1.04	10.69	0.27 AUD	+18.54%	3.83%	Miscellaneous	—
BKI^{BKI INVESTMENT COMPANY LIMITED} MF	1.384 B AUD	1.715 AUD	+0.29%	249.803 K	0.94	21.36	0.08 AUD	−40.96%	4.58%	Miscellaneous	—
AUI^{AUSTRALIAN UNITED INVESTMENT COMPANY LIMITED} MF	1.327 B AUD	10.69 AUD	+0.66%	19.633 K	1.73	27.44	0.39 AUD	−32.28%	3.46%	Miscellaneous	—
DUI^{DIVERSIFIED UNITED INVESTMENT LIMITED} MF	1.15 B AUD	5.32 AUD	+1.14%	106.229 K	3.48	32.09	0.17 AUD	−22.85%	3.01%	Miscellaneous	—
PGF^{PM CAPITAL GLOBAL OPPORTUNITIES FUND LIMITED} MF	1.067 B AUD	2.23 AUD	+0.45%	554.793 K	1.37	7.27	0.31 AUD	—	4.48%	Miscellaneous	—
PL8^{PLATO INCOME MAXIMISER LIMITED.} MF	928.309 M AUD	1.240 AUD	+0.81%	602.594 K	1.07	12.81	0.10 AUD	—	5.32%	Miscellaneous	—
DJW^{DJERRIWARRH INVESTMENTS LIMITED} MF	841.257 M AUD	3.19 AUD	+0.95%	112.264 K	0.72	21.48	0.15 AUD	−21.05%	4.78%	Miscellaneous	—
CCIN^{CARLTON INVESTMENTS LIMITED} MF	793.452 M AUD	30.00 AUD	+1.35%	733	0.24	20.48	1.46 AUD	+14.86%	3.47%	Miscellaneous	—
KKC^{KKR CREDIT INCOME FUND} MF	745.053 M AUD	2.31 AUD	−1.28%	425.918 K	1.22	7.60	0.30 AUD	—	46.57%	Miscellaneous	—
MOT^{METRICS INCOME OPPORTUNITIES TRUST} MF	723.076 M AUD	2.18 AUD	0.00%	357.04 K	0.75	10.72	0.20 AUD	−6.95%	8.89%	Miscellaneous	—
WHF^{WHITEFIELD INDUSTRIALS LIMITED} MF	666.043 M AUD	5.62 AUD	−0.88%	33.13 K	0.59	32.60	0.17 AUD	+8.63%	3.65%	Miscellaneous	—
HM1^{HEARTS AND MINDS INVESTMENTS LIMITED} MF	652.599 M AUD	2.85 AUD	−0.70%	225.013 K	0.97	12.80	0.22 AUD	—	4.91%	Miscellaneous	—
MIR^{MIRRABOOKA INVESTMENTS LIMITED} MF	642.991 M AUD	3.31 AUD	+0.61%	43.107 K	0.59	59.53	0.06 AUD	+47.87%	3.17%	Miscellaneous	—
PTM^{PLATINUM ASSET MANAGEMENT LIMITED}	634.435 M AUD	1.105 AUD	+1.38%	6.52 M	2.62	14.20	0.08 AUD	−55.36%	11.76%	Miscellaneous	Neutral
RF1^{REGAL INVESTMENT FUND} MF	603.579 M AUD	3.21 AUD	+0.63%	148.271 K	0.96	5.68	0.56 AUD	—	6.88%	Miscellaneous	—
GCI^{GRYPHON CAPITAL INCOME TRUST} MF	595.26 M AUD	2.04 AUD	0.00%	232.959 K	0.54	11.12	0.18 AUD	+142.40%	8.53%	Miscellaneous	—
PCI^{PERPETUAL CREDIT INCOME TRUST} MF	558.908 M AUD	1.150 AUD	0.00%	379.469 K	0.56	10.90	0.11 AUD	+1,218.75%	7.71%	Miscellaneous	—
FGG^{FUTURE GENERATION GLOBAL LIMITED} MF	539.509 M AUD	1.355 AUD	−0.37%	495.727 K	1.51	10.39	0.13 AUD	—	5.31%	Miscellaneous	—
FGX^{FUTURE GENERATION AUSTRALIA LIMITED} MF	518.359 M AUD	1.270 AUD	0.00%	290.958 K	0.98	10.70	0.12 AUD	—	5.28%	Miscellaneous	—
PIC^{PERPETUAL EQUITY INVESTMENT COMPANY LIMITED} MF	453.052 M AUD	1.190 AUD	0.00%	344.848 K	1.30	15.87	0.08 AUD	—	6.72%	Miscellaneous	—
FSF^{FONTERRA SHAREHOLDERS' FUND} MF	447.443 M AUD	4.19 AUD	−2.22%	4.336 K	0.90	—	0.00 AUD	—	12.09%	Miscellaneous	Strong buy
ALI^{ARGO GLOBAL LISTED INFRASTRUCTURE LIMITED} MF	419.554 M AUD	2.36 AUD	+1.72%	155.942 K	1.85	32.69	0.07 AUD	−61.47%	3.60%	Miscellaneous	—
PMC^{PLATINUM CAPITAL LIMITED} MF	407.695 M AUD	1.380 AUD	+0.36%	517.525 K	1.79	31.87	0.04 AUD	—	4.35%	Miscellaneous	—
WMI^{WAM MICROCAP LIMITED} MF	406.975 M AUD	1.470 AUD	−0.68%	308.553 K	1.74	9.63	0.15 AUD	—	7.14%	Miscellaneous	—
AMH^{AMCIL LIMITED} MF	362.667 M AUD	1.140 AUD	+0.44%	8.333 K	0.15	47.90	0.02 AUD	−11.19%	3.07%	Miscellaneous	—
PAI^{PLATINUM ASIA INVESTMENTS LIMITED} MF	345.753 M AUD	0.935 AUD	+0.54%	251.583 K	1.49	25.13	0.04 AUD	—	2.67%	Miscellaneous	—
PE1^{PENGANA PRIVATE EQUITY TRUST} MF	338.382 M AUD	1.220 AUD	+0.83%	341.693 K	1.32	—	−0.00 AUD	−100.17%	5.20%	Miscellaneous	—
PIA^{PENGANA INTERNATIONAL EQUITIES LIMITED} MF	289.32 M AUD	1.125 AUD	−2.17%	88.377 K	0.41	8.61	0.13 AUD	—	4.80%	Miscellaneous	—
WQG^{WCM GLOBAL GROWTH LIMITED} MF	280.57 M AUD	1.595 AUD	−0.31%	235.892 K	0.90	6.35	0.25 AUD	—	3.15%	Miscellaneous	—
WAX^{WAM RESEARCH LIMITED} MF	241.822 M AUD	1.185 AUD	+0.85%	168.363 K	1.48	7.39	0.16 AUD	—	8.44%	Miscellaneous	—
GVF^{STAUDE CAPITAL GLOBAL VALUE FUND LIMITED} MF	223.85 M AUD	1.280 AUD	0.00%	26.194 K	0.41	11.17	0.11 AUD	+257.01%	5.16%	Miscellaneous	—
CDM^{CADENCE CAPITAL LIMITED} MF	217.406 M AUD	0.730 AUD	+0.69%	63.109 K	0.23	10.11	0.07 AUD	—	8.22%	Miscellaneous	—
WAR^{WAM STRATEGIC VALUE LIMITED} MF	211.648 M AUD	1.175 AUD	0.00%	192.978 K	0.94	9.57	0.12 AUD	—	3.62%	Miscellaneous	—
WMA^{WAM ALTERNATIVE ASSETS LIMITED} MF	200.75 M AUD	1.025 AUD	0.00%	26.113 K	0.09	31.64	0.03 AUD	−65.16%	4.98%	Miscellaneous	—
D2O^{DUXTON WATER LIMITED} MF	199.776 M AUD	1.355 AUD	+0.74%	22.537 K	0.22	20.56	0.07 AUD	−26.20%	5.24%	Miscellaneous	—
CCOG^{COG FINANCIAL SERVICES LIMITED}	181.684 M AUD	0.925 AUD	−3.65%	295.143 K	1.47	13.85	0.07 AUD	+0.45%	9.41%	Miscellaneous	Strong buy
TGF^{TRIBECA GLOBAL NATURAL RESOURCES LIMITED} MF	136.469 M AUD	1.585 AUD	+3.26%	288.974 K	3.48	—	−0.12 AUD	+36.54%	11.04%	Miscellaneous	—
SEC^{SPHERIA EMERGING COMPANIES LIMITED} MF	135.738 M AUD	2.27 AUD	+1.34%	53.378 K	0.68	17.90	0.13 AUD	—	5.29%	Miscellaneous	—
TOP^{THORNEY OPPORTUNITIES LTD} MF	120.3 M AUD	0.660 AUD	+3.13%	156.365 K	1.92	3.54	0.19 AUD	—	3.79%	Miscellaneous	—
GGOW^{GOWING BROS LIMITED} MF	118.227 M AUD	2.23 AUD	+2.29%	10.398 K	0.68	—	−0.07 AUD	−130.92%	2.69%	Miscellaneous	—
CAM^{CLIME CAPITAL LIMITED} MF	117.219 M AUD	0.805 AUD	−0.62%	51.097 K	0.81	31.45	0.03 AUD	—	6.71%	Miscellaneous	—
ZER^{ZETA RESOURCES LIMITED} MF	116.688 M AUD	0.220 AUD	−4.35%	15.94 K	1.30	—	−0.10 AUD	+43.85%	0.00%	Miscellaneous	—
ACQ^{ACORN CAPITAL INVESTMENT FUND LIMITED} MF	71.227 M AUD	0.800 AUD	0.00%	51.445 K	0.79	40.20	0.02 AUD	—	8.75%	Miscellaneous	—
WAA^{WAM ACTIVE LIMITED} MF	66.452 M AUD	0.875 AUD	+1.16%	37.999 K	0.71	7.98	0.11 AUD	—	6.86%	Miscellaneous	—
NSC^{NAOS SMALL CAP OPPORTUNITIES COMPANY LIMITED} MF	62.04 M AUD	0.460 AUD	−1.08%	229.452 K	1.52	—	−0.18 AUD	−28.48%	10.87%	Miscellaneous	—
CCAF^{CENTREPOINT ALLIANCE LIMITED}	61.653 M AUD	0.310 AUD	−1.59%	51.089 K	0.34	8.83	0.04 AUD	+4.78%	9.68%	Miscellaneous	Strong buy
PPCG^{PENGANA CAPITAL GROUP LIMITED}	58.188 M AUD	0.680 AUD	−4.23%	10.376 K	0.48	—	−0.05 AUD	−125.46%	2.94%	Miscellaneous	—
FSI^{FLAGSHIP INVESTMENTS LIMITED} MF	49.387 M AUD	1.910 AUD	+0.53%	28.142 K	1.13	—	−0.09 AUD	−270.87%	5.29%	Miscellaneous	—
TVL^{TOUCH VENTURES LIMITED} MF	48.214 M AUD	0.068 AUD	−1.45%	22 K	0.24	—	−0.06 AUD	−30.88%	0.00%	Miscellaneous	—
IBC^{IRONBARK CAPITAL LIMITED} MF	47.888 M AUD	0.450 AUD	0.00%	216.505 K	16.87	18.83	0.02 AUD	+121.30%	5.22%	Miscellaneous	—
AIQ^{ALTERNATIVE INVESTMENT TRUST} MF	44.485 M AUD	1.405 AUD	+1.08%	388	0.31	15.41	0.09 AUD	−80.30%	0.00%	Miscellaneous	—
LLRT^{LOWELL RESOURCES FUND} MF	38.566 M AUD	1.115 AUD	−4.70%	14.784 K	1.06	23.93	0.05 AUD	−91.60%	13.64%	Miscellaneous	—
GFL^{GLOBAL MASTERS FUND LIMITED} MF	34.85 M AUD	3.25 AUD	+0.93%	8.814 K	2.33	—	−0.13 AUD	−12.90%	0.00%	Miscellaneous	—
NCC^{NAOS EMERGING OPPORTUNITIES COMPANY LIMITED} MF	27.675 M AUD	0.375 AUD	0.00%	17.429 K	0.10	—	−0.24 AUD	−33.26%	20.00%	Miscellaneous	—
CDO^{CADENCE OPPORTUNITIES FUND LIMITED.} MF	27.473 M AUD	1.760 AUD	0.00%	21.568 K	4.60	11.77	0.15 AUD	—	7.39%	Miscellaneous	—
ECP^{ECP EMERGING GROWTH LIMITED} MF	24.977 M AUD	1.360 AUD	−1.45%	44.479 K	7.30	4.59	0.30 AUD	—	3.97%	Miscellaneous	—
NAC^{NAOS EX-50 OPPORTUNITIES COMPANY LIMITED} MF	20.122 M AUD	0.470 AUD	−1.05%	302.651 K	5.14	—	−0.31 AUD	+22.67%	13.19%	Miscellaneous	—
FFZR^{FITZROY RIVER CORPORATION LTD}	14.034 M AUD	0.130 AUD	0.00%	7.261 K	0.31	—	−0.00 AUD	−108.86%	0.00%	Miscellaneous	—
KKAM^{K2 ASSET MANAGEMENT HOLDINGS LTD}	13.26 M AUD	0.055 AUD	+10.00%	42.914 K	1.04	—	−0.00 AUD	+74.00%	0.00%	Miscellaneous	—
BHD^{BENJAMIN HORNIGOLD LIMITED} MF	5.435 M AUD	0.225 AUD	0.00%	10 K	0.56	—	−0.01 AUD	−123.68%	0.00%	Miscellaneous	—
AARC^{ARC FUNDS LIMITED} MF	3.717 M AUD	0.095 AUD	+2.15%	10 K	0.27	—	−0.02 AUD	−12.25%	0.00%	Miscellaneous	—
BEL^{BENTLEY CAPITAL LIMITED} MF	913.535 K AUD	0.012 AUD	0.00%	8.469 K	0.12	—	−0.03 AUD	+76.41%	0.00%	Miscellaneous	—
CCGHE^{CGHEMF TMF UNITS}	—	1.755 AUD	+1.45%	28.399 K	1.33	—	—	—	—	Miscellaneous	—
IJH^{ISCMIDCAP ETF UNITS}	—	45.95 AUD	+0.28%	24.243 K	1.71	—	—	—	—	Miscellaneous	—
PIXX^{PTMINTFND TMF UNITS}	—	4.81 AUD	+0.63%	165.114 K	0.99	—	—	—	—	Miscellaneous	—
IBAL^{ISBLESGETF ETF UNITS}	—	28.90 AUD	+0.21%	69	0.02	—	—	—	—	Miscellaneous	—
URNM^{BETAURNM ETF UNITS}	—	7.33 AUD	0.00%	99.521 K	1.27	—	—	—	—	Miscellaneous	—
VGS^{VINTL ETF UNITS}	—	126.50 AUD	+0.37%	110.392 K	1.09	—	—	—	—	Miscellaneous	—
IVE^{ISMSEAFE ETF UNITS}	—	121.14 AUD	+0.32%	2.753 K	0.81	—	—	—	—	Miscellaneous	—
VDHG^{VDHIGHGROW ETF UNITS}	—	66.47 AUD	+0.39%	29.365 K	0.83	—	—	—	—	Miscellaneous	—
YMAX^{BETAYIELD TMF UNITS}	—	8.08 AUD	0.00%	70.18 K	0.61	—	—	—	—	Miscellaneous	—
RBTZ^{BETA RBTZ ETF UNITS}	—	13.14 AUD	+0.92%	37.052 K	1.35	—	—	—	—	Miscellaneous	—
VIF^{VDITLFXINT ETF UNITS}	—	39.51 AUD	−0.05%	23.365 K	0.59	—	—	—	—	Miscellaneous	—
AYLD^{GBLXAYLD ETF UNITS}	—	10.99 AUD	+0.37%	2.26 K	0.16	—	—	—	—	Miscellaneous	—
IPAY^{BETA PAY ETF UNITS}	—	11.50 AUD	+0.88%	6	0.00	—	—	—	—	Miscellaneous	—
VDCO^{VDCONSERV ETF UNITS}	—	53.53 AUD	+0.21%	3.709 K	0.57	—	—	—	—	Miscellaneous	—
DDGVA^{DFAGLBVAL ETF UNITS}	—	23.09 AUD	+0.30%	216	0.04	—	—	—	—	Miscellaneous	—
GLIN^{ISHGLIN ETF UNITS}	—	27.17 AUD	−1.45%	81.198 K	0.81	—	—	—	—	Miscellaneous	—
MSTR^{INT SH ETF TMF UNITS}	—	9.66 AUD	−0.10%	26.248 K	0.16	—	—	—	—	Miscellaneous	—
EMKT^{VE EMG MKT ETF UNITS}	—	24.05 AUD	+0.29%	33.729 K	1.02	—	—	—	—	Miscellaneous	—
CRYP^{BETACRYP ETF UNITS}	—	4.56 AUD	−1.72%	181.5 K	1.36	—	—	—	—	Miscellaneous	—
HVLU^{VE VLUE HG ETF UNITS}	—	26.15 AUD	+1.20%	586	0.41	—	—	—	—	Miscellaneous	—
LL1IF^{L1IFMF TMF UNITS} MF	—	5.99 AUD	−0.17%	24.713 K	0.79	—	—	—	—	Miscellaneous	—
OZR^{SPDR RES ETF UNITS}	—	12.01 AUD	+0.08%	127.793 K	1.92	—	—	—	—	Miscellaneous	—
AESG^{IBLGBDESG ETF UNITS}	—	99.35 AUD	+0.10%	606	0.58	—	—	—	—	Miscellaneous	—
CFLO^{BETACFLO ETF UNITS}	—	16.98 AUD	−0.12%	1.303 K	0.16	—	—	—	—	Miscellaneous	—
UMAX^{BETAS&P500 ETF UNITS}	—	24.21 AUD	+0.33%	14.463 K	1.20	—	—	—	—	Miscellaneous	—
VETH^{VANETAUETF ETF UNITS}	—	66.27 AUD	+0.20%	3.673 K	0.16	—	—	—	—	Miscellaneous	—
GBND^{BETA GBND ETF UNITS}	—	21.01 AUD	−0.05%	229.775 K	11.86	—	—	—	—	Miscellaneous	—
BOND^{SPDR BOND ETF UNITS}	—	25.56 AUD	+0.08%	1.263 K	0.22	—	—	—	—	Miscellaneous	—
SFY^{SPDR S&P/ASX 50 FUND}	—	73.96 AUD	+0.05%	9.972 K	0.91	—	—	—	—	Miscellaneous	—
GROW^{SCH GROW TMF UNITS}	—	3.72 AUD	−0.27%	4.087 K	0.16	—	—	—	—	Miscellaneous	—
RDV^{RUS DIV ETF UNITS}	—	32.26 AUD	0.00%	3.099 K	0.68	—	—	—	—	Miscellaneous	—
IIGF^{INSMTAUGTH TMF UNITS}	—	2.99 AUD	+1.36%	7.04 K	0.39	—	—	—	—	Miscellaneous	—

Australian stocks

Investment Trusts/Mutual Funds

Australian companies operating in the same investment trusts/mutual funds industry