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Wfp Perpetual Esg Australia Share Fund (LP63511394)

Sydney

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10.492 +0.036 +0.35%

26/06 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER01462

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.91M

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LP63511394 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Ethical SRI (LP63511394) fund. Our Perpetual WFP-Perpetual Ethical SRI 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	9.280	9.280	0.000
Shares	90.720	90.720	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.437	15.530
Price to Book	1.628	1.713
Price to Sales	1.074	1.153
Price to Cash Flow	8.383	7.531
Dividend Yield	4.309	4.130
5 Years Earnings Growth	4.234	5.135

Sector Allocation

Name	Net %	Category Average
Financial Services	19.630	21.079
Consumer Cyclical	15.020	15.842
Industrials	13.370	16.339
Basic Materials	13.360	8.597
Healthcare	12.590	12.362
Communication Services	9.170	9.902
Real Estate	7.920	6.553
Energy	4.360	5.024
Consumer Defensive	3.570	4.028
Technology	1.010	3.613

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 40

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Deterra Royalties	AU0000107484	5.19	3.75	-0.93%
EVT Ltd	AU000000EVT1	4.96	16.75	+2.07%
GWA Group Ltd	AU000000GWA4	4.90	2.35	+0.43%
Primary Health Care	AU0000033359	4.87	0.810	+1.89%
Reliance Worldwide	AU000000RWC7	4.27	4.16	+0.97%
Brickworks	AU000000BKW4	4.11	34.64	+0.99%
Ampol	AU0000088338	3.95	25.41	+1.56%
GPT Group	AU000000GPT8	3.51	4.855	+0.10%
CSL	AU000000CSL8	3.18	238.36	+1.72%
National Australia Bank	AU000000NAB4	3.03	39.440	+0.46%

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 WFI Perpetual Int Shr	202.79M	5.12	13.44	10.07

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Recent Quotes

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