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Zurich Wholesale A Pension - Managed Growth Fund (LP65014636)

Sydney

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Zurich Wholesale A Pension - Managed Growth Fund historical data, for real-time data please try another search

4.418 -0.010 -0.22%

30/04 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 51.47M

Type: Fund

Market: Australia

Issuer: Zurich Australia Limited

ISIN: AU60ZUR02663

Asset Class: Equity

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LP65014636 Holdings

Comprehensive information about top holdings and Key Holding Information for the Zurich Wholesale A Pension - Managed Growth Fund (LP65014636) fund. Our Zurich Wholesale A Pension - Managed Growth 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	10.630	23.050	12.420
Stocks	30.430	35.220	4.790
Convertible	0.030	0.030	0.000
Other	58.970	58.970	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.414	16.930
Price to Book	2.312	2.113
Price to Sales	1.781	2.154
Price to Cash Flow	11.626	10.004
Dividend Yield	1.909	3.140
5 Years Earnings Growth	12.946	9.946

Sector Allocation

Name	Net %	Category Average
Financial Services	19.810	19.210
Technology	15.700	13.728
Industrials	12.010	9.296
Consumer Cyclical	10.290	8.684
Healthcare	10.130	10.038
Communication Services	8.100	6.497
Consumer Defensive	6.750	5.297
Basic Materials	6.660	9.476
Utilities	4.670	4.066
Energy	3.570	5.203
Real Estate	2.310	9.303

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Australian Diversified Share Pool	-	30.92	-	-
International Fixed Interest Pool	-	13.00	-	-
Realindex Wholesale Global Shr	AU60FSF10170	9.22	-	-
ABSOLUTE RETURN BOND FUND	-	8.67	-	-
Zurich Investments Global Growth Fund	AU60ZUR05807	8.54	2.795	+1.03%
Insight Diversified Inflation Plus	AU60ETL03968	6.94	-	-
Zurich Investments Gbl Thematic Shr Pool	AU60ZUR01434	4.33	-	-
Epoch Global Equity - A	-	4.32	-	-
Zurich Emerging Market Bond	-	3.02	-	-
Antares Professional Elite Opportunities Fund	AU60PPL01156	2.06	1.315	-0.99%

Top Equity Funds by Zurich Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Zurich Investments Australian Prope	400.7M	24.35	7.74	9.04
AU60ZUR05807	307.16M	29.34	7.43	12.63
Zurich Term Allocated Pension Austr	15.2M	23.06	6.66	8.04
Zurich Account Based Pension FIP Au	15.2M	23.06	6.66	8.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Zurich Wholesale .	4.418	-0.010	-0.22%