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Perpetual Australian Share Fund (0P000079SM)

Sydney

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1.493 -0.016 -1.05%

03/04 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 480.51M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00498

Asset Class: Equity

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0P000079SM Overview

Find basic information about the Perpetual Australian Share Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000079SM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change - 3.95%

Prev. Close1.508

Risk Rating

TTM Yield2.53%

ROE10.43%

IssuerPerpetual Investment Management Ltd

TurnoverN/A

ROA3.90%

Inception DateFeb 26, 1997

Total Assets480.51M

ExpensesN/A

Min. Investment25,000

Market Cap29.26B

CategoryEquity Australia Large Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1007	970	1049	1175	1563	1778
Fund Return	0.67%	-3%	4.93%	5.53%	9.35%	5.92%
Place in category	37	41	43	42	26	24
% in Category	68	77	80	84	61	59

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83
Perpetual W Share Plus L S	992.9M	0.25	8.72	7.82
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65
Perpetual Pure Microcap Fund	105.68M	2.11	4.04	13.05

Top Funds for Equity Australia Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Strategic Australian Equity Fund	2.91B	0.87	9.43	8.00
AU60ETL03497	2.68B	3.68	8.93	9.24
AU60ETL00600	2.68B	3.54	8.09	8.81
Realindex RAFI Australian Share Cl	1.58B	1.55	10.49	8.20
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.41	34.495	-6.31%
Commonwealth Bank Australia	AU000000CBA7	7.89	144.590	-6.11%
Flutter Entertainment	IE00BWT6H894	5.19	16,085.0	-2.75%
CSL	AU000000CSL8	4.28	246.07	-2.85%
Westpac Banking	AU000000WBC1	3.96	29.545	-4.66%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Sell

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