YHD - Delayed Quote • AUD
Morningstar International Bonds (Hedged) Fund - Class Z (40519.AX)
At close: June 28 at 6:07 PM EDT
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0.9700 - YTD Return --
- Expense Ratio 0.00%
- Category Bonds - Global
- Last Cap Gain 0.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 186.3M
- Beta (5Y Monthly) --
- Yield --
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.00
- Inception Date Oct 31, 2006
An actively managed Trust with a 100% exposure to hedged international investment grade bonds. The portfolio aims to provide investors with a consistent income, whilst also looking to preserve the investors underlying capital. To implement this strategy, Ibbotson may design portfolios and/or appoint managers to manage the assets of the Trust.
Ibbotson Associates Australia Limited
Fund Family
Bonds - Global
Fund Category
186.3M
Net Assets
2006-10-31
Inception Date
Performance Overview: 40519.AX
Trailing returns as of . Category is Bonds - Global.
Holdings: 40519.AX
Sector Weightings
Sector40519.AX
Real Estate 0.00%
Consumer Cyclical 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Technology 0.00%
Communication Services 0.00%
Financial Services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Healthcare 0.00%
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