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Perpetual Wftap-investor Mutual Aus Sha (LP63511533)

Sydney

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6.136 +0.048 +0.79%

02/10 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER03237

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.94M

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LP63511533 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFTAP-Investor Mutual Aus Sha (LP63511533) fund. Our Perpetual WFTAP-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	8.090	8.090	0.000
Shares	91.830	96.350	4.520
Preferred	0.080	0.080	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.204	17.086
Price to Book	2.751	2.217
Price to Sales	1.969	1.993
Price to Cash Flow	10.562	9.231
Dividend Yield	3.306	3.951
5 Years Earnings Growth	4.924	6.517

Sector Allocation

Name	Net %	Category Average
Financial Services	27.290	29.622
Basic Materials	15.180	18.812
Healthcare	12.910	10.753
Consumer Cyclical	12.550	7.836
Industrials	9.760	7.502
Communication Services	8.370	6.608
Consumer Defensive	3.940	5.056
Technology	3.830	4.525
Energy	3.500	4.954
Real Estate	2.660	5.876

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.50	170.380	+0.33%
CSL	AU000000CSL8	8.30	207.79	+0.75%
BHP Group Ltd	AU000000BHP4	7.54	42.080	+0.33%
Brambles	AU000000BXB1	6.84	24.800	-0.40%
Lottery	AU0000219529	5.56	5.76	-0.17%
Telstra Group	AU000000TLS2	5.35	4.850	-0.61%
Orica	AU000000ORI1	4.63	21.510	+0.23%
Steadfast Group	AU000000SDF8	4.57	6.05	-1.31%
Technology One	AU000000TNE8	3.69	39.23	+2.16%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.13B	11.50	15.08	8.64
Perpetual W Share Plus L S	958.69M	9.12	9.76	9.22
Perpetual Wholesale Ethical SRI Fun	655.76M	13.16	11.62	9.30
AU60PER00498	466.01M	8.57	8.02	7.87
Perpetual WFI Perpetual Int Shr	201.35M	8.96	16.21	10.47

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