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Perpetual Global Allocation Alpha (LP63512119)

Sydney

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1.822 +0.041 +2.28%

12/05 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER00662

Asset Class: Equity

Morningstar Rating:
Total Assets: 70.46M

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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	14.810	14.930	0.120
Shares	85.170	85.170	0.000
Other	0.020	0.020	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.127	17.078
Price to Book	2.216	2.821
Price to Sales	1.724	1.969
Price to Cash Flow	9.920	10.590
Dividend Yield	2.974	2.267
5 Years Earnings Growth	9.562	10.639

Sector Allocation

Name	Net %	Category Average
Financial Services	16.630	16.364
Technology	16.030	19.475
Healthcare	13.950	13.054
Industrials	9.390	10.546
Consumer Cyclical	8.230	11.425
Consumer Defensive	7.590	10.023
Energy	6.900	5.848
Communication Services	6.550	8.023
Basic Materials	5.540	5.609
Utilities	4.670	2.521
Real Estate	4.530	2.142

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 335

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	24.10	111.86	+1.24%
Sanofi	FR0000120578	1.24	89.71	-1.57%
Merck&Co	US58933Y1055	1.15	76.64	-4.71%
Bank of Nova Scotia	CA0641491075	0.92	70.61	-0.18%
Microsoft	US5949181045	0.77	449.14	-0.03%
Prologis	US74340W1036	0.76	109.70	-0.57%
Standard Chartered	GB0004082847	0.74	1,155.50	-1.24%
Exxon Mobil	US30231G1022	0.74	109.46	+0.27%
AbbVie	US00287Y1091	0.70	188.00	-1.09%
Rheinmetall AG	DE0007030009	0.70	1,608.50	+0.91%

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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