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

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8.636 -0.080    -0.96%
20/12 - 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 8.636 -0.080 -0.96%

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 6.550 6.550 0.000
Shares 93.450 114.630 21.180

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.457 17.457
Price to Book 2.039 2.039
Price to Sales 1.663 1.663
Price to Cash Flow 8.071 8.071
Dividend Yield 3.619 3.619
5 Years Earnings Growth 9.048 9.048

Sector Allocation

Name  Net % Category Average
Basic Materials 24.650 24.650
Financial Services 23.850 23.850
Consumer Cyclical 17.230 17.230
Real Estate 9.030 9.030
Healthcare 7.600 7.600
Consumer Defensive 5.450 5.450
Energy 4.600 4.600
Communication Services 4.140 4.140
Industrials 2.160 2.160
Utilities 1.290 1.290

Region Allocation

  • North America
  • Europe Developed
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 41

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 9.49 39.900 +0.78%
  Flutter Entertainment IE00BWT6H894 5.95 21,120.0 +1.25%
  Goodman Group AU000000GMG2 5.72 36.550 +1.75%
  Commonwealth Bank Australia AU000000CBA7 5.53 154.680 +2.94%
  Westpac Banking AU000000WBC1 4.78 32.290 +1.96%
  Suncorp AU000000SUN6 4.25 19.300 +3.21%
  CSL AU000000CSL8 4.20 278.11 +0.56%
  National Australia Bank AU000000NAB4 3.98 37.140 +2.12%
  ANZ Holdings AU000000ANZ3 3.75 28.600 +2.36%
  Wesfarmers AU000000WES1 3.64 71.830 +3.26%

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.09B 27.82 12.93 8.18
  Perpetual W Share Plus L S 989.49M 16.80 12.63 9.06
  Perpetual Wholesale Ethical SRI Fun 636.58M 14.27 9.02 8.80
  AU60PER00498 510.44M 12.81 7.76 7.31
  Perpetual WFI Perpetual Int Shr 188.75M 18.65 12.03 11.24
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