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Perpetual Wfia-investor Mutual Aus Sha (LP65146539)

Sydney

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1.112 +0.003 +0.28%

21/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 23.37M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER04821

Asset Class: Equity

General
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LP65146539 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFIA-Investor Mutual Aus Sha (LP65146539) fund. Our Perpetual WFIA-Investor Mutual Aus Sha portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.390	5.390	0.000
Stocks	94.450	97.570	3.120
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.397	16.324
Price to Book	2.428	2.151
Price to Sales	1.367	1.885
Price to Cash Flow	7.342	8.306
Dividend Yield	4.100	4.212
5 Years Earnings Growth	10.055	7.849

Sector Allocation

Name	Net %	Category Average
Financial Services	26.870	28.732
Healthcare	14.750	11.440
Basic Materials	13.110	19.737
Consumer Cyclical	11.400	7.295
Communication Services	10.860	6.665
Industrials	9.780	7.535
Consumer Defensive	4.340	5.290
Energy	4.040	5.164
Real Estate	2.300	5.621
Technology	2.170	3.874
Utilities	0.390	1.425

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CSL	AU000000CSL8	10.78	276.47	+1.00%
Commonwealth Bank Australia	AU000000CBA7	9.42	159.030	+1.79%
Telstra Group	AU000000TLS2	7.49	3.860	+0.26%
BHP Group Ltd	AU000000BHP4	6.99	40.160	+0.88%
Brambles	AU000000BXB1	5.32	19.160	+0.52%
Lottery	AU0000219529	4.59	5.12	+1.19%
Aurizon Holdings	AU000000AZJ1	4.22	3.430	+0.88%
Suncorp	AU000000SUN6	4.20	19.590	-0.20%
Steadfast Group	AU000000SDF8	4.02	5.81	+1.93%
National Australia Bank	AU000000NAB4	4.02	40.070	+1.42%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	19.65	9.22	7.31
Perpetual W Share Plus L S	989.49M	11.24	9.65	8.30
Perpetual Wholesale Ethical SRI Fun	636.58M	12.05	6.78	8.50
AU60PER00498	510.44M	9.73	5.65	6.72
Perpetual WFI Perpetual Int Shr	188.75M	15.33	10.49	11.46

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-In.	1.112	+0.003	+0.28%