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Perpetual Share-plus Long-short (LP63512117)

Sydney

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3.155 -0.003 -0.08%

11/09 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER00720

Asset Class: Equity

Morningstar Rating:
Total Assets: 958.69M

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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	2.910	2.910	0.000
Shares	97.080	116.540	19.460

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.716	17.943
Price to Book	2.132	2.137
Price to Sales	1.319	1.737
Price to Cash Flow	10.057	8.447
Dividend Yield	3.217	3.882
5 Years Earnings Growth	5.203	6.533

Sector Allocation

Name	Net %	Category Average
Financial Services	23.410	23.134
Consumer Cyclical	18.950	13.078
Basic Materials	16.370	20.234
Real Estate	9.310	7.070
Industrials	8.860	7.944
Healthcare	8.560	9.572
Consumer Defensive	7.440	7.640
Energy	4.400	5.868
Communication Services	2.690	2.558

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 43

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	8.95	168.100	-1.10%
Flutter Entertainment	IE00BWT6H894	6.77	20,870.0	-1.46%
Goodman Group	AU000000GMG2	5.62	34.470	+0.29%
BHP Group Ltd	AU000000BHP4	5.09	40.725	-0.21%
Westpac Banking	AU000000WBC1	4.54	38.555	+0.19%
Wesfarmers	AU000000WES1	4.29	92.790	+0.15%
National Australia Bank	AU000000NAB4	3.56	43.730	+0.44%
Resmed DRC	AU000000RMD6	3.17	40.680	-1.38%
Suncorp	AU000000SUN6	3.14	21.115	-0.31%
Cobram Estate Olives	AU0000167066	2.98	3.30	+2.17%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.13B	11.50	15.08	8.64
Perpetual Wholesale Ethical SRI Fun	655.76M	13.16	11.62	9.30
AU60PER00498	466.01M	8.57	8.02	7.87
Perpetual WFI Perpetual Int Shr	201.35M	8.96	16.21	10.47
Perpetual Pure Microcap Fund	109.96M	25.02	13.23	15.54

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