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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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4.045 -0.011 -0.27%

22/10 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER01090

Asset Class: Equity

Morningstar Rating:
Total Assets: 17.67M

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LP63511508 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFS-Perpetual Split Gr (LP63511508) fund. Our Perpetual WFS-Perpetual Split Gr 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	10.610	10.760	0.150
Shares	89.370	89.370	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.128	17.577
Price to Book	2.212	2.873
Price to Sales	1.681	2.021
Price to Cash Flow	9.715	10.726
Dividend Yield	2.830	2.238
5 Years Earnings Growth	8.367	10.269

Sector Allocation

Name	Net %	Category Average
Technology	18.640	20.377
Financial Services	16.610	16.786
Healthcare	11.510	12.382
Industrials	9.600	11.064
Consumer Cyclical	8.450	11.721
Consumer Defensive	7.670	9.602
Energy	7.270	5.462
Basic Materials	5.700	5.485
Communication Services	5.620	8.030
Utilities	4.760	2.651
Real Estate	4.160	1.989

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 326

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	26.32	127.07	+0.07%
Microsoft	US5949181045	1.31	520.54	+0.56%
Sanofi	FR0000120578	1.03	86.82	+0.12%
Bank of Nova Scotia	CA0641491075	1.00	89.73	-0.61%
Merck&Co	US58933Y1055	1.00	87.61	-0.01%
Chevron	US1667641005	1.00	155.57	+1.16%
Exxon Mobil	US30231G1022	0.83	114.71	+1.77%
Standard Chartered	GB0004082847	0.82	1,395.00	-0.11%
Newmont Goldcorp	US6516391066	0.81	87.01	+0.80%
Apple	US0378331005	0.81	258.45	-1.64%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.13B	7.40	16.25	8.47
Perpetual W Share Plus L S	958.69M	7.26	11.15	9.29
Perpetual Wholesale Ethical SRI Fun	655.76M	8.35	12.54	9.05
AU60PER00498	466.01M	5.84	9.36	7.89
Perpetual WFI Perpetual Int Shr	201.35M	10.30	17.92	10.99

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