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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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4.666 +0.050 +1.08%

23/04 - Closed. 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	5.420	5.420	0.000
Shares	94.410	97.960	3.550
Preferred	0.170	0.170	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.117	16.375
Price to Book	2.419	2.139
Price to Sales	1.309	1.909
Price to Cash Flow	9.006	8.712
Dividend Yield	3.989	4.123
5 Years Earnings Growth	5.516	6.573

Sector Allocation

Name	Net %	Category Average
Financial Services	26.680	29.250
Healthcare	13.550	11.136
Basic Materials	13.330	19.096
Consumer Cyclical	12.720	7.689
Industrials	10.320	7.721
Communication Services	10.030	6.617
Consumer Defensive	4.230	5.194
Energy	3.910	4.942
Technology	2.650	4.086
Real Estate	2.600	5.962

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	10.59	164.720	+0.58%
CSL	AU000000CSL8	9.78	241.89	+0.89%
Telstra Group	AU000000TLS2	7.06	4.440	-0.45%
BHP Group Ltd	AU000000BHP4	6.81	38.060	+0.90%
Brambles	AU000000BXB1	6.06	20.880	-0.14%
Lottery	AU0000219529	4.82	5.00	-0.20%
Steadfast Group	AU000000SDF8	4.54	5.78	+0.17%
Orica	AU000000ORI1	4.19	15.950	+0.38%
Aurizon Holdings	AU000000AZJ1	4.05	3.090	-0.96%
National Australia Bank	AU000000NAB4	3.42	35.110	+0.60%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	-3.84	9.26	5.98
Perpetual W Share Plus L S	992.9M	-6.12	4.58	7.08
Perpetual Wholesale Ethical SRI Fun	623.68M	-0.40	6.34	7.11
AU60PER00498	480.51M	-3.96	2.98	5.49
Perpetual WFI Perpetual Int Shr	195.46M	4.88	14.01	10.46

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