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Perpetual Wftap-perpetual Share Plus L/s (LP63511553)

Sydney

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8.922 +0.014 +0.16%

30/06 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER03476

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.77M

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LP63511553 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFTAP-Perpetual Share Plus L/S (LP63511553) fund. Our Perpetual WFTAP-Perpetual Share Plus L/S 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	3.650	3.650	0.000
Shares	96.340	118.620	22.280

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.739	17.739
Price to Book	2.051	2.051
Price to Sales	1.393	1.393
Price to Cash Flow	10.660	10.660
Dividend Yield	3.509	3.509
5 Years Earnings Growth	5.006	5.006

Sector Allocation

Name	Net %	Category Average
Financial Services	23.690	23.690
Basic Materials	18.060	18.060
Consumer Cyclical	17.710	17.710
Healthcare	12.450	12.450
Real Estate	9.470	9.470
Consumer Defensive	7.740	7.740
Industrials	3.770	3.770
Energy	3.330	3.330
Communication Services	3.190	3.190
Utilities	0.610	0.610

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 48

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	8.18	177.570	-1.22%
BHP Group Ltd	AU000000BHP4	5.98	39.110	-0.71%
Flutter Entertainment	IE00BWT6H894	5.93	21,830.0	-0.14%
CSL	AU000000CSL8	5.26	247.45	-1.28%
Goodman Group	AU000000GMG2	5.00	34.160	-0.18%
Westpac Banking	AU000000WBC1	4.89	33.300	-1.45%
Wesfarmers	AU000000WES1	4.02	82.720	+0.05%
National Australia Bank	AU000000NAB4	3.59	38.270	-3.38%
Lottery	AU0000219529	3.05	5.39	-0.55%
Resmed DRC	AU000000RMD6	2.99	38.900	+0.39%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.04B	8.06	17.53	8.11
Perpetual W Share Plus L S	912.95M	1.28	11.14	8.43
Perpetual Wholesale Ethical SRI Fun	610.05M	7.02	13.38	8.52
AU60PER00498	449.46M	3.88	8.80	7.11
Perpetual WFI Perpetual Int Shr	202.79M	6.59	15.03	10.48

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