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 BENTLEY CAPITAL LIMITED, 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	9.23 B AUD	7.36 AUD	−1.08%	530.63 K	1.04	30.99	0.24 AUD	−5.23%	3.53%	Miscellaneous	—
ARG^{ARGO INVESTMENTS LIMITED} MF	6.72 B AUD	8.81 AUD	−0.56%	240.69 K	0.64	26.42	0.33 AUD	−7.59%	3.92%	Miscellaneous	—
MFF^{MFF CAPITAL INVESTMENTS LIMITED} MF	2.69 B AUD	4.62 AUD	+0.22%	263.86 K	0.98	5.97	0.77 AUD	+39.77%	2.81%	Miscellaneous	—
MXT^{METRICS MASTER INCOME TRUST} MF	2.24 B AUD	2.11 AUD	+0.48%	1.67 M	0.95	11.72	0.18 AUD	+16.57%	8.54%	Miscellaneous	—
DRR^{DETERRA ROYALTIES LIMITED}	1.98 B AUD	3.74 AUD	+0.27%	2.24 M	1.71	12.79	0.29 AUD	+1.46%	7.83%	Miscellaneous	Buy
LSF^{L1 LONG SHORT FUND LIMITED} MF	1.84 B AUD	2.94 AUD	−1.01%	712.39 K	1.77	10.69	0.27 AUD	+3.23%	4.00%	Miscellaneous	—
WLE^{WAM LEADERS LIMITED} MF	1.67 B AUD	1.220 AUD	−0.81%	907.08 K	0.61	68.93	0.02 AUD	−84.88%	7.54%	Miscellaneous	—
BKI^{BKI INVESTMENT COMPANY LIMITED} MF	1.35 B AUD	1.675 AUD	−0.30%	755.85 K	1.85	20.86	0.08 AUD	−14.12%	4.69%	Miscellaneous	—
AUI^{AUSTRALIAN UNITED INVESTMENT COMPANY LIMITED} MF	1.26 B AUD	10.18 AUD	−2.30%	131.55 K	5.75	26.13	0.39 AUD	−12.90%	3.63%	Miscellaneous	—
DUI^{DIVERSIFIED UNITED INVESTMENT LIMITED} MF	1.12 B AUD	5.20 AUD	−1.89%	140.89 K	2.37	31.36	0.17 AUD	−16.35%	3.08%	Miscellaneous	—
PGF^{PM CAPITAL GLOBAL OPPORTUNITIES FUND LIMITED} MF	1.07 B AUD	2.23 AUD	−0.89%	412.35 K	1.48	7.27	0.31 AUD	−3.94%	4.71%	Miscellaneous	—
PL8^{PLATO INCOME MAXIMISER LIMITED.} MF	924.57 M AUD	1.235 AUD	−0.80%	620.04 K	0.90	12.76	0.10 AUD	−2.62%	5.34%	Miscellaneous	—
GCI^{GRYPHON CAPITAL INCOME TRUST} MF	859.88 M AUD	2.05 AUD	−0.49%	605.85 K	0.60	11.21	0.18 AUD	+26.94%	8.46%	Miscellaneous	—
DJW^{DJERRIWARRH INVESTMENTS LIMITED} MF	835.98 M AUD	3.17 AUD	−0.63%	113.06 K	0.65	21.35	0.15 AUD	−2.30%	4.81%	Miscellaneous	—
CCIN^{CARLTON INVESTMENTS LIMITED} MF	796.03 M AUD	30.12 AUD	−0.13%	2.92 K	1.20	20.57	1.46 AUD	+3.66%	3.45%	Miscellaneous	—
KKC^{KKR CREDIT INCOME FUND} MF	754.73 M AUD	2.34 AUD	0.00%	1.25 M	2.47	7.70	0.30 AUD	+13.69%	45.97%	Miscellaneous	—
RF1^{REGAL INVESTMENT FUND} MF	726.3 M AUD	3.39 AUD	−0.29%	119.94 K	0.39	6.00	0.56 AUD	+95.64%	6.51%	Miscellaneous	—
HM1^{HEARTS AND MINDS INVESTMENTS LIMITED} MF	707.55 M AUD	3.09 AUD	−1.90%	242.07 K	0.99	13.88	0.22 AUD	+55.12%	4.69%	Miscellaneous	—
MOT^{METRICS INCOME OPPORTUNITIES TRUST} MF	704.03 M AUD	2.12 AUD	0.00%	431.33 K	0.66	10.42	0.20 AUD	+9.24%	9.14%	Miscellaneous	—
WHF^{WHITEFIELD INDUSTRIALS LIMITED} MF	663 M AUD	5.52 AUD	0.00%	72.86 K	1.64	31.17	0.18 AUD	+5.04%	3.76%	Miscellaneous	—
MIR^{MIRRABOOKA INVESTMENTS LIMITED} MF	650.76 M AUD	3.35 AUD	−0.59%	56.46 K	0.78	60.25	0.06 AUD	−6.08%	3.13%	Miscellaneous	—
PCI^{PERPETUAL CREDIT INCOME TRUST} MF	568.86 M AUD	1.170 AUD	0.00%	484.98 K	0.82	11.09	0.11 AUD	+39.18%	7.58%	Miscellaneous	—
FGG^{FUTURE GENERATION GLOBAL LIMITED} MF	546.61 M AUD	1.370 AUD	−1.44%	330.75 K	0.95	10.51	0.13 AUD	−17.78%	5.33%	Miscellaneous	—
FGX^{FUTURE GENERATION AUSTRALIA LIMITED} MF	503.21 M AUD	1.230 AUD	−2.77%	194.71 K	0.41	10.36	0.12 AUD	+7.23%	5.57%	Miscellaneous	—
FSF^{FONTERRA SHAREHOLDERS' FUND} MF	503.17 M AUD	4.72 AUD	+0.85%	29.39 K	2.72	—	0.00 AUD	—	10.60%	Miscellaneous	Buy
PIC^{PERPETUAL EQUITY INVESTMENT COMPANY LIMITED} MF	456.33 M AUD	1.195 AUD	+2.14%	570.6 K	2.03	15.93	0.08 AUD	−48.56%	6.69%	Miscellaneous	—
WQG^{WCM GLOBAL GROWTH LIMITED} MF	413.73 M AUD	1.670 AUD	−0.30%	155.17 K	0.46	6.65	0.25 AUD	+26.32%	4.16%	Miscellaneous	—
PMC^{PLATINUM CAPITAL LIMITED} MF	410.07 M AUD	1.385 AUD	−0.36%	233.37 K	0.74	31.99	0.04 AUD	−66.30%	4.33%	Miscellaneous	—
ALI^{ARGO GLOBAL LISTED INFRASTRUCTURE LIMITED} MF	407.11 M AUD	2.29 AUD	−2.14%	64.31 K	0.63	31.72	0.07 AUD	+32.23%	3.93%	Miscellaneous	—
WMI^{WAM MICROCAP LIMITED} MF	403.1 M AUD	1.450 AUD	−0.68%	113.05 K	0.52	9.50	0.15 AUD	+21.77%	7.24%	Miscellaneous	—
PAI^{PLATINUM ASIA INVESTMENTS LIMITED} MF	373.79 M AUD	1.010 AUD	0.00%	67.39 K	0.15	27.15	0.04 AUD	+204.92%	2.48%	Miscellaneous	—
AMH^{AMCIL LIMITED} MF	370.43 M AUD	1.170 AUD	−0.43%	59.82 K	0.83	49.16	0.02 AUD	−2.06%	2.99%	Miscellaneous	—
PTM^{PLATINUM ASSET MANAGEMENT LIMITED}	367.46 M AUD	0.640 AUD	−1.54%	4.26 M	0.62	8.23	0.08 AUD	−44.31%	15.63%	Miscellaneous	Sell
PE1^{PENGANA PRIVATE EQUITY TRUST} MF	343.93 M AUD	1.240 AUD	+2.48%	365.62 K	0.77	—	−0.00 AUD	−100.81%	5.11%	Miscellaneous	—
PIA^{PENGANA INTERNATIONAL EQUITIES LIMITED} MF	306.04 M AUD	1.190 AUD	−2.86%	390 K	1.75	9.10	0.13 AUD	−12.52%	4.54%	Miscellaneous	—
GVF^{STAUDE CAPITAL GLOBAL VALUE FUND LIMITED} MF	236.97 M AUD	1.355 AUD	+0.74%	30.28 K	0.32	11.82	0.11 AUD	−4.50%	4.87%	Miscellaneous	—
WAX^{WAM RESEARCH LIMITED} MF	232.32 M AUD	1.130 AUD	0.00%	347.38 K	2.14	7.04	0.16 AUD	+89.82%	8.85%	Miscellaneous	—
CDM^{CADENCE CAPITAL LIMITED} MF	203.79 M AUD	0.680 AUD	−1.45%	299.75 K	1.79	9.42	0.07 AUD	—	8.82%	Miscellaneous	—
D2O^{DUXTON WATER LIMITED} MF	203.47 M AUD	1.300 AUD	+0.78%	67.03 K	1.14	19.73	0.07 AUD	—	5.62%	Miscellaneous	—
WAR^{WAM STRATEGIC VALUE LIMITED} MF	201.74 M AUD	1.120 AUD	0.00%	155.93 K	1.58	9.12	0.12 AUD	+40.18%	4.69%	Miscellaneous	—
WMA^{WAM ALTERNATIVE ASSETS LIMITED} MF	192.25 M AUD	0.980 AUD	0.00%	201.81 K	1.26	30.25	0.03 AUD	−33.33%	5.31%	Miscellaneous	—
CCOG^{COG FINANCIAL SERVICES LIMITED}	180.23 M AUD	0.905 AUD	−3.72%	38.56 K	0.25	13.55	0.07 AUD	+56.81%	9.28%	Miscellaneous	Strong buy
SEC^{SPHERIA EMERGING COMPANIES LIMITED} MF	137.53 M AUD	2.30 AUD	+3.14%	58.29 K	0.92	18.14	0.13 AUD	−20.95%	5.22%	Miscellaneous	—
TGF^{TRIBECA GLOBAL NATURAL RESOURCES LIMITED} MF	120.54 M AUD	1.400 AUD	−0.71%	136.63 K	1.07	—	−0.12 AUD	−177.35%	0.00%	Miscellaneous	—
CAM^{CLIME CAPITAL LIMITED} MF	119.95 M AUD	0.795 AUD	0.00%	296.21 K	3.71	31.05	0.03 AUD	−67.43%	6.79%	Miscellaneous	—
GGOW^{GOWING BROS LIMITED} MF	116.34 M AUD	2.18 AUD	−1.36%	2.1 K	0.30	—	−0.00 AUD	+98.99%	2.96%	Miscellaneous	—
TOP^{THORNEY OPPORTUNITIES LTD} MF	114.56 M AUD	0.635 AUD	0.00%	117.74 K	1.50	3.40	0.19 AUD	+232.21%	4.02%	Miscellaneous	—
AAPW^{AIMS PROPERTY SECURITIES FUND} REIT	75.24 M AUD	1.690 AUD	−1.17%	588	0.15	3.14	0.54 AUD	+61.12%	0.00%	Miscellaneous	—
ACQ^{ACORN CAPITAL INVESTMENT FUND LIMITED} MF	73.23 M AUD	0.820 AUD	−0.61%	58.52 K	1.30	41.21	0.02 AUD	−43.63%	6.71%	Miscellaneous	—
PPCG^{PENGANA CAPITAL GROUP LIMITED}	65.33 M AUD	0.900 AUD	−0.55%	13.83 K	0.72	—	−0.05 AUD	−755.74%	3.33%	Miscellaneous	—
CCAF^{CENTREPOINT ALLIANCE LIMITED}	64.64 M AUD	0.325 AUD	+3.17%	42.12 K	0.39	9.26	0.04 AUD	+20.21%	8.46%	Miscellaneous	—
WAA^{WAM ACTIVE LIMITED} MF	61.85 M AUD	0.810 AUD	0.00%	64.15 K	1.21	7.38	0.11 AUD	+42.10%	7.41%	Miscellaneous	—
NSC^{NAOS SMALL CAP OPPORTUNITIES COMPANY LIMITED} MF	53.27 M AUD	0.395 AUD	+2.60%	305.95 K	1.87	—	−0.18 AUD	−1,018.46%	12.66%	Miscellaneous	—
FSI^{FLAGSHIP INVESTMENTS LIMITED} MF	52.75 M AUD	2.04 AUD	−7.27%	2.67 K	0.14	—	−0.09 AUD	−182.05%	4.95%	Miscellaneous	—
IBC^{IRONBARK CAPITAL LIMITED} MF	48.32 M AUD	0.455 AUD	0.00%	24.79 K	0.94	19.04	0.02 AUD	−51.91%	5.16%	Miscellaneous	—
TVL^{TOUCH VENTURES LIMITED} MF	46.75 M AUD	0.066 AUD	+1.54%	6.65 K	0.02	—	−0.06 AUD	−7.20%	0.00%	Miscellaneous	—
AIQ^{ALTERNATIVE INVESTMENT TRUST} MF	45.59 M AUD	1.440 AUD	−0.69%	711	0.40	15.79	0.09 AUD	+477.22%	0.00%	Miscellaneous	—
LLRT^{LOWELL RESOURCES FUND} MF	44.69 M AUD	1.080 AUD	+0.47%	985	0.05	23.18	0.05 AUD	+87.15%	14.08%	Miscellaneous	—
GFL^{GLOBAL MASTERS FUND LIMITED} MF	39.25 M AUD	3.66 AUD	−1.35%	10.2 K	2.71	—	−0.13 AUD	−121.49%	0.00%	Miscellaneous	—
ECP^{ECP EMERGING GROWTH LIMITED} MF	27.27 M AUD	1.485 AUD	−1.33%	278	0.03	5.01	0.30 AUD	+58.30%	3.64%	Miscellaneous	—
CDO^{CADENCE OPPORTUNITIES FUND LIMITED.} MF	26.09 M AUD	1.645 AUD	0.00%	6.04 K	0.50	11.00	0.15 AUD	—	8.21%	Miscellaneous	—
NCC^{NAOS EMERGING OPPORTUNITIES COMPANY LIMITED} MF	25.83 M AUD	0.350 AUD	0.00%	172.62 K	2.41	—	−0.24 AUD	−3,728.57%	16.43%	Miscellaneous	—
NAC^{NAOS EX-50 OPPORTUNITIES COMPANY LIMITED} MF	20.3 M AUD	0.420 AUD	+6.33%	125.16 K	1.91	—	−0.31 AUD	−335.41%	14.29%	Miscellaneous	—
KKAM^{K2 ASSET MANAGEMENT HOLDINGS LTD}	18.08 M AUD	0.075 AUD	0.00%	115.83 K	0.48	—	−0.00 AUD	+67.50%	0.00%	Miscellaneous	—
FFZR^{FITZROY RIVER CORPORATION LTD}	13.49 M AUD	0.125 AUD	−3.85%	190 K	2.18	—	−0.00 AUD	−153.85%	0.00%	Miscellaneous	—
BHD^{BENJAMIN HORNIGOLD LIMITED} MF	4.59 M AUD	0.190 AUD	−13.64%	7.85 K	0.13	—	—	—	0.00%	Miscellaneous	—
AARC^{ARC FUNDS LIMITED} MF	3.93 M AUD	0.087 AUD	−6.45%	226.88 K	7.40	—	−0.02 AUD	+28.66%	0.00%	Miscellaneous	—
BEL^{BENTLEY CAPITAL LIMITED} MF	1.07 M AUD	0.014 AUD	+40.00%	620.64 K	12.72	—	−0.03 AUD	+42.98%	0.00%	Miscellaneous	—
GNDQ^{BETAGNDQ ETF UNITS}	—	29.50 AUD	−1.67%	3.33 K	0.53	—	—	—	—	Miscellaneous	—
GOLD^{GBLX GOLD GBLX GOLD}	—	38.45 AUD	−0.44%	143.23 K	0.40	—	—	—	—	Miscellaneous	—
IMPQ^{EIVST IMPQ TMF UNITS}	—	4.89 AUD	0.00%	11.16 K	0.74	—	—	—	—	Miscellaneous	—
BOND^{SPDR BOND ETF UNITS}	—	25.03 AUD	−0.28%	2.67 K	0.66	—	—	—	—	Miscellaneous	—
IVV^{ISCS&P500 ETF UNITS}	—	62.69 AUD	−0.52%	605.87 K	1.64	—	—	—	—	Miscellaneous	—
INCM^{BETA INCM ETF UNITS}	—	18.33 AUD	−0.92%	33.4 K	3.72	—	—	—	—	Miscellaneous	—
IYLD^{IYIELDPLUS ETF UNITS}	—	99.67 AUD	0.00%	1.38 K	0.98	—	—	—	—	Miscellaneous	—
IIND^{BETA IIND ETF UNITS}	—	12.48 AUD	+1.30%	53.33 K	1.01	—	—	—	—	Miscellaneous	—
VETH^{VANETAUETF ETF UNITS}	—	64.65 AUD	−1.42%	19.18 K	3.04	—	—	—	—	Miscellaneous	—
AUDS^{BETAAUDS TMF UNITS}	—	5.28 AUD	0.00%	53.62 K	0.32	—	—	—	—	Miscellaneous	—
RRG8^{REGAL ASIAN INVESTMENTS LIMITED}	—	1.965 AUD	−0.76%	46.54 K	0.33	—	—	—	—	Miscellaneous	—
PAVE^{GXPAVE ETF UNITS}	—	11.43 AUD	−1.64%	3.22 K	0.75	—	—	—	—	Miscellaneous	—
SSWTZ^{SWTZDIVGRO TMF UNITS} MF	—	2.43 AUD	−0.82%	6.41 K	0.19	—	—	—	—	Miscellaneous	—
OZR^{SPDR RES ETF UNITS}	—	11.66 AUD	−0.43%	19.14 K	0.30	—	—	—	—	Miscellaneous	—
HQUS^{BETAHQUS ETF UNITS}	—	42.25 AUD	−0.63%	11.48 K	0.52	—	—	—	—	Miscellaneous	—
BBAOR^{AORISBAOR ETF UNITS}	—	2.52 AUD	0.00%	54.07 K	1.24	—	—	—	—	Miscellaneous	—
MMMKT^{BETAMMKT TMF UNITS} MF	—	50.16 AUD	0.00%	3.35 K	0.97	—	—	—	—	Miscellaneous	—
ETPMPT^{ETFS METAL SECURITIES AUSTRALIA LTD - ETFS PHYSICAL PLATINUM}	—	136.83 AUD	−0.37%	130	0.10	—	—	—	—	Miscellaneous	—
UTIP^{BETAUTIP ETF UNITS}	—	25.21 AUD	−0.32%	7.56 K	0.75	—	—	—	—	Miscellaneous	—
WDIV^{SPDR WDIV ETF UNITS}	—	19.90 AUD	−0.45%	14.72 K	0.83	—	—	—	—	Miscellaneous	—
QMIX^{SPDR QMIX ETF UNITS}	—	32.15 AUD	−0.77%	7.04 K	0.18	—	—	—	—	Miscellaneous	—
HYGG^{HGGCF TMF UNITS}	—	6.82 AUD	+0.44%	210.66 K	1.03	—	—	—	—	Miscellaneous	—
LEND^{VE LEND ETF UNITS}	—	19.30 AUD	+0.31%	12.36 K	0.45	—	—	—	—	Miscellaneous	—
SFY^{SPDR S&P/ASX 50 FUND}	—	71.83 AUD	−1.24%	3.32 K	0.31	—	—	—	—	Miscellaneous	—
GDX^{VE GOLD ETF UNITS}	—	54.68 AUD	−1.48%	28.91 K	0.82	—	—	—	—	Miscellaneous	—
T3MP^{JPMT3MP TMF UNITS}	—	63.81 AUD	−1.18%	1	0.02	—	—	—	—	Miscellaneous	—
IHHY^{ISGHYBAUD ETF UNITS}	—	93.13 AUD	−0.13%	4.46 K	0.52	—	—	—	—	Miscellaneous	—
OZF^{SPDR FIN ETF UNITS}	—	28.05 AUD	−2.30%	3.71 K	3.06	—	—	—	—	Miscellaneous	—
PPCX^{PENGANA GLOBAL PRIVATE CREDIT TRUST}	—	2.01 AUD	−0.99%	83.99 K	0.85	—	—	—	—	Miscellaneous	—
DGGF^{BETA DGGF ETF UNITS}	—	28.36 AUD	−0.39%	3.75 K	1.65	—	—	—	—	Miscellaneous	—
FPP^{FAT PROPHETS GLOBAL PROPERTY FUND}	—	0.760 AUD	+0.66%	81.61 K	2.02	—	—	—	—	Miscellaneous	—
HEUR^{BETA EU ETF UNITS}	—	14.17 AUD	−0.70%	18.41 K	3.11	—	—	—	—	Miscellaneous	—

Australian stocks

Investment Trusts/Mutual Funds

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