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

Sydney

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9.249 -0.053 -0.57%

08/08 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER01488

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.16M

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LP63511399 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Share Plus L/S (LP63511399) fund. Our Perpetual WFP-Perpetual Share Plus L/S 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	1.950	1.950	0.000
Shares	98.050	118.820	20.770

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.332	18.332
Price to Book	2.087	2.087
Price to Sales	1.323	1.323
Price to Cash Flow	10.336	10.336
Dividend Yield	3.358	3.358
5 Years Earnings Growth	5.181	5.181

Sector Allocation

Name	Net %	Category Average
Financial Services	20.510	20.510
Consumer Cyclical	19.050	19.050
Basic Materials	18.980	18.980
Real Estate	10.820	10.820
Healthcare	10.470	10.470
Consumer Defensive	8.190	8.190
Industrials	5.620	5.620
Energy	2.890	2.890
Communication Services	2.850	2.850
Utilities	0.610	0.610

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 60

Number of short holdings: 42

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	8.54	178.600	+1.13%
BHP Group Ltd	AU000000BHP4	7.17	40.870	+1.64%
Flutter Entertainment	IE00BWT6H894	6.10	21,200.0	+0.67%
Goodman Group	AU000000GMG2	5.42	35.410	0.00%
Westpac Banking	AU000000WBC1	4.37	34.310	+1.93%
Wesfarmers	AU000000WES1	4.21	88.610	-1.83%
National Australia Bank	AU000000NAB4	3.44	38.820	+0.86%
Resmed DRC	AU000000RMD6	3.06	43.510	+1.14%
Suncorp	AU000000SUN6	3.01	19.540	-3.84%
Sigma Pharma	AU000000SIG5	2.82	2.830	-1.05%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	9.23	15.71	7.67
Perpetual W Share Plus L S	957.26M	4.01	10.51	8.29
Perpetual Wholesale Ethical SRI Fun	649.69M	9.51	11.67	8.24
AU60PER00498	469.11M	5.52	8.23	6.80
Perpetual WFI Perpetual Int Shr	200.22M	7.47	15.01	10.06

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Recent Quotes

Name	Price	Chg.	Chg. %
Perpetual WFP-Per.	9.249	-0.053	-0.57%
Switzerland 9Y	0.205	0.000	0.00%
Indosuez Cap Emer.	136.450	+0.920	+0.68%
DMX	0.8800	+0.0400	+4.76%