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

Sydney

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8.735 +0.017 +0.20%

08/05 - 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	2.460	2.460	0.000
Shares	97.540	115.820	18.280

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.542	18.542
Price to Book	2.037	2.037
Price to Sales	1.555	1.555
Price to Cash Flow	10.577	10.577
Dividend Yield	3.545	3.545
5 Years Earnings Growth	5.305	5.305

Sector Allocation

Name	Net %	Category Average
Financial Services	22.620	22.620
Consumer Cyclical	20.430	20.430
Basic Materials	20.320	20.320
Healthcare	7.850	7.850
Real Estate	7.630	7.630
Communication Services	6.260	6.260
Consumer Defensive	5.880	5.880
Energy	4.700	4.700
Industrials	2.970	2.970
Utilities	1.340	1.340

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 40

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	6.98	167.040	+0.92%
BHP Group Ltd	AU000000BHP4	6.96	37.540	-1.00%
Flutter Entertainment	IE00BWT6H894	6.49	17,885.0	-1.73%
Westpac Banking	AU000000WBC1	4.57	31.210	+2.33%
Goodman Group	AU000000GMG2	4.37	31.350	+0.71%
CSL	AU000000CSL8	4.36	239.31	-0.25%
Wesfarmers	AU000000WES1	3.87	80.240	+0.66%
ANZ Holdings	AU000000ANZ3	3.11	28.980	-1.43%
A2 Milk	NZATME0002S8	3.01	9.10	+0.66%
Bluescope Steel	AU000000BSL0	2.97	23.030	-0.78%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.04B	0.83	10.67	6.78
Perpetual W Share Plus L S	912.95M	-2.18	5.45	7.74
Perpetual Wholesale Ethical SRI Fun	610.05M	3.21	7.50	7.69
AU60PER00498	449.46M	0.16	4.18	6.13
Perpetual WFI Perpetual Int Shr	202.79M	2.29	12.68	10.16

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