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Wfp Perpetual Esg Australia Share Fund (LP63511394)

Sydney

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10.091 +0.070 +0.70%

06/02 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01462

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.85M

General
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LP63511394 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Ethical SRI (LP63511394) fund. Our Perpetual WFP-Perpetual Ethical SRI 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	9.100	9.100	0.000
Stocks	90.900	90.900	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.907	16.981
Price to Book	1.798	1.827
Price to Sales	1.278	1.258
Price to Cash Flow	6.741	6.640
Dividend Yield	4.200	4.182
5 Years Earnings Growth	8.043	8.165

Sector Allocation

Name	Net %	Category Average
Financial Services	26.900	24.313
Consumer Cyclical	15.360	15.541
Healthcare	14.940	14.172
Communication Services	9.860	10.058
Industrials	9.270	15.239
Basic Materials	9.120	6.087
Real Estate	4.750	4.640
Consumer Defensive	4.510	4.012
Technology	3.870	4.685
Energy	1.410	3.516

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Primary Health Care	AU0000033359	5.81	1.355	-0.37%
GWA Group Ltd	AU000000GWA4	4.80	2.47	-0.80%
Deterra Royalties	AU0000107484	4.09	4.18	+0.24%
EVT Ltd	AU000000EVT1	3.98	11.59	-0.26%
Westpac Banking	AU000000WBC1	3.92	34.040	+0.12%
Pacific Current Group	AU000000PAC7	3.88	11.78	-0.42%
National Australia Bank	AU000000NAB4	3.82	40.700	+0.79%
Premier Investments	AU000000PMV2	3.56	24.61	+1.23%
Telstra Group	AU000000TLS2	3.46	3.920	-0.76%
Medibank Private Ltd	AU000000MPL3	3.44	3.970	-0.50%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	22.73	10.33	7.54
Perpetual W Share Plus L S	992.9M	12.70	9.44	8.55
Perpetual Wholesale Ethical SRI Fun	623.68M	12.47	5.96	8.40
AU60PER00498	480.51M	8.70	5.09	6.84
Perpetual WFI Perpetual Int Shr	195.46M	19.43	11.08	11.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFP-Per.	10.091	+0.070	+0.70%