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Perpetual Wfia-investor Mutual Aus Sha (LP65146539)

Sydney

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1.082 -0.013 -1.16%

04/04 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER04821

Asset Class: Equity

Morningstar Rating:
Total Assets: 22.57M

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Perpetual Wfia-investor Mutual Aus Sha Overview

Find basic information about the Perpetual Wfia-investor Mutual Aus Sha mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP65146539 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER04821)

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Technical Chart

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Rating

1-Year Change - 6.07%

Prev. Close1.095

Risk Rating

TTM Yield11.43%

ROE19.63%

IssuerPerpetual Investment Management Ltd

TurnoverN/A

ROA7.05%

Inception DateNov 10, 2008

Total Assets22.57M

ExpensesN/A

Min. Investment2,000

Market Cap28.92B

CategoryEquity Australia Large Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1015	992	1082	1221	1344	1605
Fund Return	1.48%	-0.77%	8.15%	6.88%	6.09%	4.84%
Place in category	63	26	222	214	237	191
% in Category	21	8	72	77	93	91

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83
Perpetual W Share Plus L S	992.9M	0.25	8.72	7.82
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
AU60PER00498	480.51M	0.67	5.53	5.92
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65

Top Funds for Equity Australia Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
AU60VAN00022	40.56B	0.49	8.77	7.39
Sunsuper Australian Shares Index	7.26B	0.74	9.33	7.82
Mercer Passive Australian Share	6.73B	0.48	8.74	7.28
Dimensional Australian Core Equity	5.52B	1.04	8.12	7.95
Fidelity Australian Equities Fund	4.28B	1.05	6.30	7.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.66	144.410	-6.23%
CSL	AU000000CSL8	9.91	241.88	-4.51%
BHP Group Ltd	AU000000BHP4	6.75	34.570	-6.11%
Telstra Group	AU000000TLS2	6.74	4.310	-0.46%
Brambles	AU000000BXB1	6.13	19.820	-2.75%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Sell	Strong Sell
Technical Indicators	Strong Buy	Sell	Strong Sell
Summary	Buy	Sell	Strong Sell

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