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Wfs Perpetual Esg Australia Share Fund (LP63511501)

Sydney

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7.847 -0.010 -0.07%

30/01 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 33.05M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER02221

Asset Class: Equity

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LP63511501 Overview

Find basic information about the Wfs Perpetual Esg Australia 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 LP63511501 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 Change11.69%

Prev. Close7.852

Risk Rating

TTM Yield0%

ROE10.51%

IssuerPerpetual Investment Management Ltd

TurnoverN/A

ROA6.03%

Inception DateOct 29, 2003

Total Assets33.05M

ExpensesN/A

Min. Investment1,000

Market Cap5.55B

CategoryEquity Australia Mid/Small Value

What is your sentiment on Perpetual WFS-Perpetual Ethical SRI?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1119	988	1119	1197	1606	2132
Fund Return	11.93%	-1.23%	11.93%	6.18%	9.94%	7.87%
Place in category	4	5	4	3	3	2
% in Category	100	100	100	67	67	50

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	22.73	10.33	7.54
Perpetual W Share Plus L S	989.49M	12.70	9.44	8.55
Perpetual Wholesale Ethical SRI Fun	636.58M	12.47	5.96	8.43
AU60PER00498	510.44M	8.69	5.08	6.84
Perpetual WFI Perpetual Int Shr	188.75M	19.43	11.08	11.04

Top Funds for Equity Australia Mid/Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Ethical SRI Fun	636.58M	12.47	5.96	8.43
Investors Mutual WS Future Leaders	458.03M	15.04	3.31	7.24
Microequities Deep Value Microcap F	195.35M	19.13	0.46	10.23
Investors Mutual WS Australian Smal	135.09M	19.98	4.76	8.70
Perpetual WFIA Perpetual Ethical SR	69.23M	12.18	5.68	7.57

Top Holdings

Name	ISIN	Weight %	Last	Change %
Primary Health Care	AU0000033359	5.81	1.445	+0.70%
GWA Group Ltd	AU000000GWA4	4.80	2.51	+1.21%
Deterra Royalties	AU0000107484	4.09	4.07	+1.75%
EVT Ltd	AU000000EVT1	3.98	11.83	+1.11%
Westpac Banking	AU000000WBC1	3.92	33.730	-0.15%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Per.	7.847	-0.010	-0.07%