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Perpetual Wfia-investor Mutual Aus Sha (LP65146539)

Sydney

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1.111 +0.004 +0.36%

30/01 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER04821

Asset Class: Equity

Morningstar Rating:
Total Assets: 23.37M

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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	6.700	6.700	0.000
Shares	93.140	97.110	3.970
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.685	16.626
Price to Book	2.425	2.172
Price to Sales	1.380	1.937
Price to Cash Flow	7.579	8.550
Dividend Yield	4.062	4.108
5 Years Earnings Growth	6.998	7.621

Sector Allocation

Name	Net %	Category Average
Financial Services	26.970	29.098
Healthcare	13.790	11.141
Basic Materials	12.920	19.376
Consumer Cyclical	12.260	7.552
Communication Services	10.400	6.583
Industrials	9.980	7.646
Energy	4.100	4.947
Consumer Defensive	4.090	5.176
Technology	2.840	4.179
Real Estate	2.190	5.875
Utilities	0.460	1.417

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.19	160.560	-0.03%
CSL	AU000000CSL8	10.11	280.43	+0.25%
Telstra Group	AU000000TLS2	7.36	3.950	-1.00%
BHP Group Ltd	AU000000BHP4	6.68	39.950	+1.19%
Brambles	AU000000BXB1	5.62	19.800	-0.10%
Lottery	AU0000219529	4.62	5.05	+1.00%
Steadfast Group	AU000000SDF8	4.31	5.84	+1.57%
Aurizon Holdings	AU000000AZJ1	4.07	3.280	+0.61%
Suncorp	AU000000SUN6	3.95	20.810	+1.17%
Orica	AU000000ORI1	3.88	17.620	+2.38%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	22.73	10.33	7.54
Perpetual W Share Plus L S	989.49M	12.70	9.44	8.55
Perpetual Wholesale Ethical SRI Fun	636.58M	12.47	5.96	8.43
AU60PER00498	510.44M	8.70	5.09	6.84
Perpetual WFI Perpetual Int Shr	188.75M	19.43	11.08	11.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-In.	1.111	+0.004	+0.36%