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Wealthfocus Barrow Hanley Global Share (LP63511451)

Sydney

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3.012 +0.011 +0.35%

26/06 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00316

Asset Class: Equity

Morningstar Rating:
Total Assets: 202.79M

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LP63511451 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFI-Perpetual Int Shr (LP63511451) fund. Our Perpetual WFI-Perpetual Int Shr 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	5.110	5.110	0.000
Shares	94.890	94.890	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.200	13.277
Price to Book	1.719	1.967
Price to Sales	1.502	1.381
Price to Cash Flow	8.172	7.543
Dividend Yield	3.055	2.355
5 Years Earnings Growth	9.428	9.882

Sector Allocation

Name	Net %	Category Average
Financial Services	17.800	20.196
Technology	14.650	18.644
Healthcare	12.380	9.670
Industrials	11.180	10.070
Consumer Cyclical	8.860	10.934
Utilities	8.510	4.660
Real Estate	7.770	2.583
Energy	6.250	4.355
Basic Materials	6.100	4.979
Consumer Defensive	4.460	7.101
Communication Services	2.040	7.933

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Sanofi	FR0000120578	3.42	82.49	+0.23%
Merck&Co	US58933Y1055	2.96	79.10	+0.34%
Bank of Nova Scotia	CA0641491075	2.74	75.16	+0.03%
Standard Chartered	GB0004082847	2.36	1,219.00	+2.78%
Entergy	US29364G1031	2.23	82.48	+0.76%
Elevance Health	US0367521038	2.21	381.49	+2.23%
National Grid	GB00BDR05C01	2.09	1,063.50	-0.70%
SBA Communications	US78410G1040	2.07	230.80	+0.04%
Pinnacle West	US7234841010	2.06	88.55	-0.47%
BAE Systems	GB0002634946	2.05	1,862.00	-1.35%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.04B	5.40	13.17	7.30
Perpetual W Share Plus L S	912.95M	0.56	6.95	8.05
Perpetual Wholesale Ethical SRI Fun	610.05M	5.86	9.94	7.88
AU60PER00498	449.46M	2.49	5.39	6.37
Perpetual Pure Microcap Fund	105.28M	7.30	7.85	12.94

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