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Perpetual Wfp-perpetual Share Plus L/s (LP63511399)

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8.817 +0.020    +0.26%
14/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60PER01488 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.77M
Perpetual WFP-Perpetual Share Plus L/S 8.817 +0.020 +0.26%

LP63511399 Overview

 
Find basic information about the Perpetual Wfp-perpetual Share Plus L/s mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP63511399 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.69%
Prev. Close8.794
Risk Rating
TTM Yield0%
ROE13.01%
IssuerN/A
TurnoverN/A
ROA5.50%
Inception DateOct 29, 2003
Total Assets5.77M
ExpensesN/A
Min. Investment1,000
Market Cap18.2B
CategoryEquity Australia Long Short
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Perpetual Wfp-perpetual Share Plus L/s Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1121 1005 1212 1361 1657 2319
Fund Return 12.06% 0.49% 21.23% 10.82% 10.63% 8.77%
Place in category 1 3 1 1 1 1
% in Category 1 100 1 1 1 1

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.09B 19.65 9.22 7.31
  Perpetual W Share Plus L S 989.49M 11.24 9.65 8.30
  Perpetual Wholesale Ethical SRI Fun 636.58M 12.05 6.78 8.50
  AU60PER00498 510.44M 9.73 5.65 6.72
  Perpetual WFI Perpetual Int Shr 188.75M 15.33 10.49 11.46

Top Funds for Equity Australia Long Short Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual W Share Plus L S 989.49M 11.24 9.65 8.30
  Perpetual WFTAP Perpetual Share Plu 5.77M 12.06 10.82 8.77

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 8.64 40.070 +0.15%
  Commonwealth Bank Australia AU000000CBA7 7.31 155.130 +1.50%
  Flutter Entertainment IE00BWT6H894 5.59 21,080.0 +2.53%
  Suncorp AU000000SUN6 5.23 19.250 +2.18%
  CSL AU000000CSL8 5.16 277.01 -2.48%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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