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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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5.133 +0.029 +0.56%

28/07 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER02130

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.47M

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LP63511484 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFS-Investor Mutual Aus Sha (LP63511484) fund. Our Perpetual WFS-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	6.190	6.190	0.000
Shares	93.640	97.900	4.260
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.469	16.561
Price to Book	2.764	2.173
Price to Sales	1.771	1.939
Price to Cash Flow	10.220	8.955
Dividend Yield	3.567	4.064
5 Years Earnings Growth	5.400	6.507

Sector Allocation

Name	Net %	Category Average
Financial Services	28.330	29.491
Basic Materials	12.940	18.736
Healthcare	12.600	10.908
Consumer Cyclical	11.680	7.647
Communication Services	10.500	6.836
Industrials	9.710	7.628
Consumer Defensive	4.280	5.237
Technology	3.700	4.267
Energy	3.620	4.903
Real Estate	2.640	6.049

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	12.29	174.290	-0.35%
CSL	AU000000CSL8	8.67	272.00	+0.52%
Telstra Group	AU000000TLS2	7.57	4.950	0.00%
Brambles	AU000000BXB1	6.40	23.330	+0.78%
BHP Group Ltd	AU000000BHP4	6.13	40.420	+0.30%
Lottery	AU0000219529	5.12	5.36	-0.37%
Orica	AU000000ORI1	4.56	21.370	+0.42%
Steadfast Group	AU000000SDF8	4.47	5.91	+0.51%
National Australia Bank	AU000000NAB4	3.75	38.200	+1.17%
Technology One	AU000000TNE8	3.62	40.20	+1.39%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.04B	8.07	17.53	8.11
Perpetual W Share Plus L S	912.95M	1.28	11.14	8.43
Perpetual Wholesale Ethical SRI Fun	610.05M	7.03	13.38	8.52
AU60PER00498	449.46M	3.89	8.80	7.11
Perpetual WFI Perpetual Int Shr	202.79M	6.60	15.03	10.48

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