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Perpetual Global Allocation Alpha (LP63512119)

Sydney

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1.769 +0.009 +0.48%

13/08 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER00662

Asset Class: Equity

Morningstar Rating:
Total Assets: 69.85M

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LP63512119 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual Wholesale Split Growth Fund (LP63512119) fund. Our Perpetual Wholesale Split Growth Fund 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	13.710	13.870	0.160
Shares	86.270	86.270	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.603	17.495
Price to Book	2.087	2.859
Price to Sales	1.619	2.008
Price to Cash Flow	8.929	10.677
Dividend Yield	3.143	2.254
5 Years Earnings Growth	8.712	10.238

Sector Allocation

Name	Net %	Category Average
Financial Services	16.650	16.847
Technology	15.640	20.141
Healthcare	13.670	12.413
Industrials	9.950	11.140
Consumer Defensive	7.980	9.769
Consumer Cyclical	7.870	11.673
Energy	6.570	5.506
Communication Services	6.520	8.046
Basic Materials	5.520	5.465
Utilities	5.110	2.654
Real Estate	4.510	2.026

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 334

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	23.95	122.09	-0.18%
Sanofi	FR0000120578	1.29	83.54	+0.43%
Merck&Co	US58933Y1055	1.10	82.75	+0.05%
Bank of Nova Scotia	CA0641491075	0.96	78.22	+0.27%
National Grid	GB00BDR05C01	0.81	1,051.50	+1.79%
Microsoft	US5949181045	0.80	522.56	+0.38%
BAE Systems	GB0002634946	0.78	1,775.00	+2.51%
Exxon Mobil	US30231G1022	0.72	107.38	-0.21%
Vinci	FR0000125486	0.71	127.90	+1.03%
Verizon	US92343V1044	0.70	43.50	-0.49%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.13B	9.23	15.71	7.67
Perpetual W Share Plus L S	958.69M	4.01	10.51	8.29
Perpetual Wholesale Ethical SRI Fun	655.76M	9.51	11.67	8.24
AU60PER00498	466.01M	5.52	8.23	6.80
Perpetual WFI Perpetual Int Shr	201.35M	7.47	15.01	10.06

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