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Wfp Perpetual Esg Australia Share Fund (LP63511394)

Sydney

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9.890 -0.090 -0.86%

11/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 8.85M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01462

Asset Class: Equity

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LP63511394 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Ethical SRI (LP63511394) fund. Our Perpetual WFP-Perpetual Ethical SRI 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	9.530	9.530	0.000
Stocks	90.470	90.470	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.495	17.522
Price to Book	1.765	1.820
Price to Sales	1.332	1.289
Price to Cash Flow	6.818	6.776
Dividend Yield	4.170	4.151
5 Years Earnings Growth	7.218	7.649

Sector Allocation

Name	Net %	Category Average
Financial Services	27.830	24.683
Consumer Cyclical	14.740	15.601
Healthcare	12.800	13.078
Communication Services	10.100	10.253
Basic Materials	9.790	6.616
Industrials	9.300	14.948
Real Estate	5.450	5.009
Consumer Defensive	4.320	3.823
Technology	4.080	4.876
Energy	1.580	3.487

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
GWA Group Ltd	AU000000GWA4	4.70	2.25	-3.43%
Primary Health Care	AU0000033359	4.64	1.285	-2.28%
Deterra Royalties	AU0000107484	4.14	3.45	-1.43%
EVT Ltd	AU000000EVT1	4.09	13.60	-1.95%
Westpac Banking	AU000000WBC1	4.01	30.070	-2.02%
Pacific Current Group	AU000000PAC7	3.78	11.33	0.00%
National Australia Bank	AU000000NAB4	3.63	33.380	-2.11%
Medibank Private Ltd	AU000000MPL3	3.60	4.240	-0.70%
Premier Investments	AU000000PMV2	3.60	21.31	-3.14%
Telstra Group	AU000000TLS2	3.51	4.090	0.00%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	3.78	13.86	7.57
Perpetual W Share Plus L S	992.9M	2.21	10.66	8.57
Perpetual Wholesale Ethical SRI Fun	623.68M	3.46	9.31	8.46
AU60PER00498	480.51M	2.78	7.02	6.81
Perpetual WFI Perpetual Int Shr	195.46M	2.81	11.78	10.97

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFP-Per.	9.890	-0.090	-0.86%