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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1016 | 1127 | 1311 | 1614 | 2271 |
Fund Return | 12.7% | 1.6% | 12.7% | 9.44% | 10.05% | 8.55% |
Place in category | 6 | 8 | 6 | 4 | 7 | 4 |
% in Category | 23 | 28 | 23 | 14 | 23 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.09B | 22.72 | 10.33 | 7.54 | ||
Perpetual Wholesale Ethical SRI Fun | 636.58M | 12.47 | 5.96 | 8.43 | ||
AU60PER00498 | 510.44M | 8.69 | 5.08 | 6.84 | ||
Perpetual WFI Perpetual Int Shr | 188.75M | 19.43 | 11.08 | 11.04 | ||
The Trust Company Income Fund | 164.77M | 13.37 | 8.63 | 8.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual WFP Perpetual Share Plus | 5.77M | 13.45 | 10.60 | 9.03 | ||
Perpetual WFTAP Perpetual Share Plu | 5.77M | 13.45 | 10.60 | 9.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.84 | 39.830 | +0.89% | |
Commonwealth Bank Australia | AU000000CBA7 | 5.86 | 160.440 | -0.11% | |
Goodman Group | AU000000GMG2 | 5.70 | 36.565 | +1.74% | |
Flutter Entertainment | IE00BWT6H894 | 5.10 | 21,850.0 | +1.82% | |
Westpac Banking | AU000000WBC1 | 4.86 | 33.730 | -0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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