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Perpetual Esg Australia Share Fund (LP63512112)

Sydney

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2.202 +0.003 +0.16%

21/01 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 636.58M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01165

Asset Class: Equity

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LP63512112 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual Wholesale Ethical SRI Fund (LP63512112) fund. Our Perpetual Wholesale Ethical SRI Fund 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	9.100	9.100	0.000
Stocks	90.900	90.900	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.907	17.269
Price to Book	1.798	1.836
Price to Sales	1.278	1.261
Price to Cash Flow	6.741	6.670
Dividend Yield	4.200	4.149
5 Years Earnings Growth	8.043	8.202

Sector Allocation

Name	Net %	Category Average
Financial Services	26.900	24.260
Consumer Cyclical	15.360	15.355
Healthcare	14.940	14.540
Communication Services	9.860	9.958
Industrials	9.270	15.270
Basic Materials	9.120	6.147
Real Estate	4.750	4.511
Consumer Defensive	4.510	4.080
Technology	3.870	4.656
Energy	1.410	3.372

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 %
Primary Health Care	AU0000033359	5.81	1.425	-1.39%
GWA Group Ltd	AU000000GWA4	4.80	2.48	-1.20%
Deterra Royalties	AU0000107484	4.09	4.03	-1.23%
EVT Ltd	AU000000EVT1	3.98	11.59	-0.52%
Westpac Banking	AU000000WBC1	3.92	32.980	+0.73%
Pacific Current Group	AU000000PAC7	3.88	11.85	-0.08%
National Australia Bank	AU000000NAB4	3.82	39.260	+1.00%
Premier Investments	AU000000PMV2	3.56	27.05	-1.10%
Telstra Group	AU000000TLS2	3.46	3.970	-0.75%
Medibank Private Ltd	AU000000MPL3	3.44	3.830	+0.26%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	22.72	10.33	7.54
Perpetual W Share Plus L S	989.49M	12.70	9.44	8.55
AU60PER00498	510.44M	8.69	5.08	6.84
Perpetual WFI Perpetual Int Shr	188.75M	19.43	11.08	11.04
The Trust Company Income Fund	164.77M	13.36	8.63	8.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual Wholesa.	2.202	+0.003	+0.16%