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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.802 +0.002 +0.09%

25/11 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER04912

Asset Class: Equity

Morningstar Rating:
Total Assets: 69.23M

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Wfia Perpetual Esg Australia Share Overview

Find basic information about the Wfia Perpetual Esg Australia Share 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 LP65146500 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER04912)

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Technical Chart

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Rating

1-Year Change9.84%

Prev. Close1.8

Risk Rating

TTM Yield9.41%

ROE11.17%

IssuerPerpetual Investment Management Ltd

Turnover50.49%

ROA5.90%

Inception DateNov 10, 2008

Total Assets69.23M

ExpensesN/A

Min. Investment2,000

Market Cap6.41B

CategoryEquity Australia Mid/Small Value

What is your sentiment on Perpetual WFIA-Perpetual Ethical SRI?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1118	998	1229	1205	1601	2085
Fund Return	11.79%	-0.2%	22.9%	6.42%	9.87%	7.63%
Place in category	18	26	16	4	11	13
% in Category	66	86	57	14	44	86

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	19.65	9.22	7.31
Perpetual W Share Plus L S	989.49M	11.24	9.65	8.30
Perpetual Wholesale Ethical SRI Fun	636.58M	12.05	6.78	8.50
AU60PER00498	510.44M	9.73	5.65	6.72
Perpetual WFI Perpetual Int Shr	188.75M	15.33	10.49	11.46

Top Funds for Equity Australia Mid/Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Ethical SRI Fun	636.58M	12.05	6.78	8.50
Investors Mutual WS Future Leaders	458.03M	14.08	3.10	7.68
Microequities Deep Value Microcap F	195.35M	14.49	-0.15	9.15
Investors Mutual WS Australian Smal	135.09M	18.72	3.98	8.87
AU60IOF02147	62.58M	12.42	-7.91	6.60

Top Holdings

Name	ISIN	Weight %	Last	Change %
Insurance Australia Group	AU000000IAG3	5.84	8.060	-1.59%
Primary Health Care	AU0000033359	5.33	1.420	+5.97%
GWA Group Ltd	AU000000GWA4	4.94	2.31	-1.28%
National Australia Bank	AU000000NAB4	4.91	39.140	-1.19%
EVT Ltd	AU000000EVT1	3.81	11.36	+0.62%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Perpetual WFIA-Pe.	1.802	+0.002	+0.09%
Deka MSCI World U.	36.94	+0.05	+0.14%
UniIndustrie 4.0 .	95.620	+1.230	+1.30%