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Wftap Perpetual Esg Australia Share (LP63511548)

Sydney

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9.826 +0.110 +1.14%

26/09 - Closed. Currency in AUD ( Disclaimer )

Type: Fund

Market: Australia

ISIN: AU60PER03401

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.31M

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LP63511548 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFTAP-Perpetual Ethical SRI (LP63511548) fund. Our Perpetual WFTAP-Perpetual Ethical SRI portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	8.890	8.890	0.000
Shares	91.110	91.110	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.572	16.473
Price to Book	1.979	1.883
Price to Sales	1.430	1.277
Price to Cash Flow	7.153	7.214
Dividend Yield	3.894	3.845
5 Years Earnings Growth	7.341	9.897

Sector Allocation

Name	Net %	Category Average
Financial Services	32.770	25.811
Consumer Cyclical	17.950	16.048
Healthcare	17.100	15.697
Communication Services	7.980	9.384
Basic Materials	7.730	5.646
Industrials	6.390	14.154
Consumer Defensive	5.730	4.701
Technology	2.220	4.487
Real Estate	2.130	2.458

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Insurance Australia Group	AU000000IAG3	5.51	7.360	-0.67%
National Australia Bank	AU000000NAB4	4.93	36.940	-1.78%
GWA Group Ltd	AU000000GWA4	4.92	2.43	+0.83%
Primary Health Care	AU0000033359	4.77	1.745	+1.16%
CSL	AU000000CSL8	4.48	285.10	-2.08%
Medibank Private Ltd	AU000000MPL3	4.10	3.660	0.00%
A2 Milk	NZATME0002S8	4.07	6.79	+11.31%
EVT Ltd	AU000000EVT1	3.98	10.70	+0.75%
Deterra Royalties	AU0000107484	3.55	4.00	+1.27%
Ramsay Health Care	AU000000RHC8	3.35	41.56	+0.41%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.05B	17.36	8.31	7.04
Perpetual W Share Plus L S	940.57M	8.27	8.42	8.17
Perpetual Wholesale Ethical SRI Fun	606.91M	12.09	7.32	8.27
AU60PER00498	503.36M	9.23	5.46	6.49
Perpetual WFI Perpetual Int Shr	179.43M	11.48	8.49	11.52

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFTAP-P.	9.826	+0.110	+1.14%
	ASHMORE EMERGING .	113.402	-0.420	-0.37%