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Perpetual Wfia-investor Mutual Aus Sha (LP65146539)

Sydney

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1.091 +0.017 +1.59%

21/08 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER04821

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.11M

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LP65146539 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFIA-Investor Mutual Aus Sha (LP65146539) fund. Our Perpetual WFIA-Investor Mutual Aus Sha 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	7.210	7.210	0.000
Shares	92.700	97.130	4.430
Preferred	0.080	0.080	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.802	16.774
Price to Book	2.829	2.195
Price to Sales	1.850	1.960
Price to Cash Flow	10.848	9.103
Dividend Yield	3.457	4.019
5 Years Earnings Growth	5.781	6.608

Sector Allocation

Name	Net %	Category Average
Financial Services	26.700	29.161
Healthcare	14.600	11.029
Basic Materials	13.860	18.830
Consumer Cyclical	12.380	7.922
Industrials	9.510	7.484
Communication Services	9.220	6.681
Consumer Defensive	3.880	5.129
Technology	3.860	4.517
Energy	3.580	4.962
Real Estate	2.410	6.037

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.84	172.840	-0.55%
CSL	AU000000CSL8	10.15	216.60	-4.16%
BHP Group Ltd	AU000000BHP4	6.77	42.000	-0.14%
Telstra Group	AU000000TLS2	6.36	5.050	+0.60%
Brambles	AU000000BXB1	6.31	25.970	-1.25%
Lottery	AU0000219529	5.06	5.86	+0.17%
Orica	AU000000ORI1	4.44	21.970	+0.37%
Steadfast Group	AU000000SDF8	4.42	6.28	-0.63%
Technology One	AU000000TNE8	3.75	40.19	+2.53%
National Australia Bank	AU000000NAB4	3.59	42.470	+0.19%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.13B	9.23	15.71	7.67
Perpetual W Share Plus L S	958.69M	4.01	10.51	8.29
Perpetual Wholesale Ethical SRI Fun	655.76M	9.51	11.67	8.24
AU60PER00498	466.01M	5.52	8.23	6.80
Perpetual WFI Perpetual Int Shr	201.35M	7.47	15.01	10.06

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