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Perpetual Share-plus Long-short (LP63512117)

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2.962 -0.000    -0.01%
04/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 940.57M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER00720 
Asset Class:  Equity
Perpetual W Share Plus L/S 2.962 -0.000 -0.01%

LP63512117 Overview

 
Find basic information about the Perpetual Share-plus Long-short 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 LP63512117 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.37%
Prev. Close2.963
Risk Rating
TTM Yield3.67%
ROE12.86%
IssuerPerpetual Investment Management Ltd
Turnover52.86%
ROA6%
Inception DateMar 14, 2003
Total Assets940.57M
ExpensesN/A
Min. Investment25,000
Market Cap18.01B
CategoryEquity Australia Long Short
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1109 1026 1168 1289 1596 2315
Fund Return 10.93% 2.58% 16.82% 8.82% 9.79% 8.75%
Place in category 13 14 10 5 7 5
% in Category 43 55 35 14 26 30

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.05B 17.94 8.15 7.59
  Perpetual Wholesale Ethical SRI Fun 606.91M 13.83 7.94 8.92
  AU60PER00498 503.36M 11.92 6.32 7.33
  Perpetual WFI Perpetual Int Shr 179.43M 12.51 9.46 11.15
  The Trust Company Income Fund 160.41M 11.85 9.09 8.70

Top Funds for Equity Australia Long Short Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual WFP Perpetual Share Plus 5.75M 11.78 9.99 9.22
  Perpetual WFTAP Perpetual Share Plu 5.75M 11.78 9.99 9.22

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 9.87 42.630 +0.07%
  Commonwealth Bank Australia AU000000CBA7 7.10 143.850 -0.35%
  Suncorp AU000000SUN6 5.39 17.730 +0.23%
  Flutter Entertainment IE00BWT6H894 5.32 17,485.0 -1.38%
  CSL AU000000CSL8 5.16 283.99 -0.82%

Technical Summary

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