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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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4.697 +0.024 +0.52%

02/04 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER02130

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.89M

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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	6.560	6.560	0.000
Shares	93.270	96.960	3.690
Preferred	0.170	0.170	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.805	16.729
Price to Book	2.565	2.177
Price to Sales	1.330	1.939
Price to Cash Flow	9.962	8.861
Dividend Yield	3.711	4.062
5 Years Earnings Growth	4.535	6.654

Sector Allocation

Name	Net %	Category Average
Financial Services	26.670	29.279
Healthcare	13.870	11.161
Basic Materials	13.000	19.041
Consumer Cyclical	12.800	7.684
Industrials	10.570	7.712
Communication Services	9.910	6.554
Consumer Defensive	4.140	5.134
Energy	3.880	4.928
Technology	2.740	4.171
Real Estate	2.410	5.955

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.66	153.940	-1.55%
CSL	AU000000CSL8	9.91	257.24	-0.17%
BHP Group Ltd	AU000000BHP4	6.75	36.350	-1.78%
Telstra Group	AU000000TLS2	6.74	4.340	0.00%
Brambles	AU000000BXB1	6.13	20.340	-0.39%
Lottery	AU0000219529	4.67	4.82	0.00%
Steadfast Group	AU000000SDF8	4.27	5.72	0.00%
Aurizon Holdings	AU000000AZJ1	4.12	3.075	-0.49%
Orica	AU000000ORI1	3.94	16.850	0.00%
National Australia Bank	AU000000NAB4	3.44	34.180	0.00%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83
Perpetual W Share Plus L S	992.9M	0.25	8.72	7.82
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
AU60PER00498	480.51M	0.67	5.53	5.92
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65

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