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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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3.370 -0.020 -0.52%

23/05 - Delayed Data. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 16.43M

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

Name	Net %	Long %	Short %
Cash	9.650	9.650	0.000
Stocks	90.350	90.350	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.070	15.931
Price to Book	2.098	2.134
Price to Sales	1.313	1.822
Price to Cash Flow	8.663	8.754
Dividend Yield	2.962	3.604
5 Years Earnings Growth	9.800	8.777

Sector Allocation

Name	Net %	Category Average
Healthcare	14.760	10.973
Technology	13.340	13.356
Financial Services	13.200	19.661
Industrials	10.350	10.701
Consumer Defensive	9.520	5.742
Consumer Cyclical	8.960	8.991
Energy	8.110	6.339
Basic Materials	8.060	10.864
Communication Services	6.720	6.556
Utilities	3.940	2.643
Real Estate	3.040	7.857

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 334

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	25.25	99.95	-0.06%
Comcast	US20030N1019	1.41	38.54	-0.36%
Merck&Co	US58933Y1055	1.37	129.49	-1.22%
Microsoft	US5949181045	1.03	430.16	+0.74%
Qualcomm	US7475251036	0.98	210.36	+4.26%
Danone	FR0000120644	0.94	59.18	-0.10%
Air Products	US0091581068	0.88	264.61	+0.61%
Verizon	US92343V1044	0.84	39.74	+0.79%
CRH	IE0001827041	0.84	6,406.0	+1.04%
Medtronic	IE00BTN1Y115	0.81	82.29	+1.12%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	7.66	7.65	6.65
Perpetual W Share Plus L S	974.22M	7.04	10.42	8.59
Perpetual Wholesale Ethical SRI Fun	672.56M	8.03	8.44	8.34
AU60PER00498	531.72M	4.63	6.52	6.36
Perpetual WFI Perpetual Int Shr	189.47M	7.28	9.46	11.33

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Recent Quotes

Name	Price	Chg.	Chg. %
Perpetual WFS-Per.	3.370	-0.020	-0.52%
PLCM	12.47	0.00	0.00%
GFF	67.49	+1.65	+2.51%
SETO	0.012	0.000	0.00%
KBOJ	1	0	0.00%
301150	20.64	+0.47	+2.33%
DHR	241.55	-3.85	-1.57%
FUNR	0.00030	+0.00000	+0.00%