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Perpetual Share-plus Long-short (LP63512117)

Sydney

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2.962 -0.000 -0.01%

04/11 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER00720

Asset Class: Equity

Morningstar Rating:
Total Assets: 940.57M

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LP63512117 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual W Share Plus L/S (LP63512117) fund. Our Perpetual W Share Plus L/S 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	7.590	7.590	0.000
Shares	92.410	115.310	22.900

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.811	16.811
Price to Book	2.134	2.134
Price to Sales	1.659	1.659
Price to Cash Flow	9.779	9.779
Dividend Yield	3.567	3.567
5 Years Earnings Growth	6.343	6.343

Sector Allocation

Name	Net %	Category Average
Basic Materials	26.590	26.590
Financial Services	22.170	22.170
Consumer Cyclical	18.560	18.560
Healthcare	9.160	9.160
Real Estate	6.000	6.000
Communication Services	4.490	4.490
Consumer Defensive	4.100	4.100
Energy	3.890	3.890
Utilities	2.830	2.830
Industrials	2.220	2.220

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 56

Number of short holdings: 45

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.87	42.910	+0.66%
Commonwealth Bank Australia	AU000000CBA7	7.10	144.860	+0.70%
Suncorp	AU000000SUN6	5.39	18.075	+1.95%
Flutter Entertainment	IE00BWT6H894	5.32	17,485.0	-1.38%
CSL	AU000000CSL8	5.16	286.55	+0.90%
Goodman Group	AU000000GMG2	5.11	36.460	+0.44%
National Australia Bank	AU000000NAB4	4.16	39.090	+1.16%
Wesfarmers	AU000000WES1	3.74	67.720	+1.62%
Premier Investments	AU000000PMV2	3.24	32.92	+1.70%
Light Wonder	US80874P1093	2.81	95.80	+1.53%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.05B	17.94	8.15	7.59
Perpetual Wholesale Ethical SRI Fun	606.91M	13.83	7.94	8.92
AU60PER00498	503.36M	11.92	6.32	7.33
Perpetual WFI Perpetual Int Shr	179.43M	12.51	9.46	11.15
The Trust Company Income Fund	160.41M	11.85	9.09	8.70

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual W Share.	2.962	-0.000	-0.01%