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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.771 -0.000 -0.02%

02/04 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER04912

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.91M

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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 Change - 6.08%

Prev. Close1.772

Risk Rating

TTM Yield8.98%

ROE12.14%

IssuerPerpetual Investment Management Ltd

Turnover50.49%

ROA6.88%

Inception DateNov 10, 2008

Total Assets25.91M

ExpensesN/A

Min. Investment2,000

Market Cap5.72B

CategoryEquity Australia Mid/Small Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1034	1018	1082	1269	1743	1945
Fund Return	3.43%	1.78%	8.24%	8.25%	11.76%	6.88%
Place in category	4	6	16	5	6	10
% in Category	15	21	78	19	30	82

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 Mid/Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
Investors Mutual WS Future Leaders	458.03M	1.41	6.00	6.47
Microequities Deep Value Microcap F	195.35M	-6.57	2.63	8.35
Investors Mutual WS Australian Smal	135.09M	0.10	7.48	7.83
Cromwell Phoenix Opportunities Fund	36.62M	1.00	5.93	13.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
GWA Group Ltd	AU000000GWA4	4.99	2.16	-4.00%
Primary Health Care	AU0000033359	4.68	1.345	-2.89%
Pacific Current Group	AU000000PAC7	4.20	11.10	-4.31%
Deterra Royalties	AU0000107484	4.17	3.43	-2.56%
EVT Ltd	AU000000EVT1	4.15	12.46	-2.27%

Technical Summary

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

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