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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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3.807 +0.020 +0.43%

30/01 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 17.99M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01090

Asset Class: Equity

General
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LP63511508 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFS-Perpetual Split Gr (LP63511508) fund. Our Perpetual WFS-Perpetual Split Gr 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	11.640	11.740	0.100
Stocks	88.360	88.360	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.554	17.167
Price to Book	2.167	2.896
Price to Sales	1.355	1.967
Price to Cash Flow	9.187	10.945
Dividend Yield	2.905	2.232
5 Years Earnings Growth	9.969	11.299

Sector Allocation

Name	Net %	Category Average
Healthcare	14.570	13.014
Technology	13.710	19.953
Financial Services	13.250	16.034
Industrials	10.850	10.830
Consumer Cyclical	9.380	11.604
Consumer Defensive	9.270	9.884
Basic Materials	7.960	5.730
Energy	7.900	5.700
Communication Services	6.420	7.742
Utilities	3.800	2.349
Real Estate	2.880	2.078

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 331

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	24.89	112.50	+0.77%
Merck&Co	US58933Y1055	1.37	98.82	-0.13%
Comcast	US20030N1019	1.24	33.66	+1.23%
Microsoft	US5949181045	1.03	415.06	+0.02%
Qualcomm	US7475251036	1.00	172.93	+0.58%
CRH	IE0001827041	0.92	8,048.0	+0.83%
Danone	FR0000120644	0.85	67.48	-0.59%
Wells Fargo&Co	US9497461015	0.83	78.80	-0.03%
Seven & i Holdings	JP3422950000	0.82	2,469.5	+0.88%
BAE Systems	GB0002634946	0.81	1,224.00	+1.28%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	22.73	10.33	7.54
Perpetual W Share Plus L S	992.9M	12.70	9.44	8.55
Perpetual Wholesale Ethical SRI Fun	623.68M	12.47	5.96	8.43
AU60PER00498	480.51M	8.70	5.09	6.84
Perpetual WFI Perpetual Int Shr	195.46M	19.43	11.08	11.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Per.	3.807	+0.020	+0.43%