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Wfp Perpetual Esg Australia Share Fund (LP63511394)

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10.210 +0.140    +1.37%
14/02 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER01462 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.85M
Perpetual WFP-Perpetual Ethical SRI 10.210 +0.140 +1.37%

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 9.530 9.530 0.000
Stocks 90.470 90.470 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.495 17.252
Price to Book 1.765 1.812
Price to Sales 1.332 1.283
Price to Cash Flow 6.818 6.676
Dividend Yield 4.170 4.168
5 Years Earnings Growth 7.218 7.784

Sector Allocation

Name  Net % Category Average
Financial Services 27.830 24.742
Consumer Cyclical 14.740 15.255
Healthcare 12.800 13.184
Communication Services 10.100 10.169
Basic Materials 9.790 6.396
Industrials 9.300 15.252
Real Estate 5.450 5.107
Consumer Defensive 4.320 3.924
Technology 4.080 4.782
Energy 1.580 3.629

Region Allocation

  • North America
  • Europe Developed
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 0

Name ISIN Weight % Last Change %
  GWA Group Ltd AU000000GWA4 4.70 2.52 -0.79%
  Primary Health Care AU0000033359 4.64 1.470 -0.68%
  Deterra Royalties AU0000107484 4.14 4.25 +0.71%
  EVT Ltd AU000000EVT1 4.09 12.13 -1.94%
  Westpac Banking AU000000WBC1 4.01 33.300 -4.06%
  Pacific Current Group AU000000PAC7 3.78 11.80 +0.17%
  National Australia Bank AU000000NAB4 3.63 40.520 -1.15%
  Medibank Private Ltd AU000000MPL3 3.60 3.950 0.00%
  Premier Investments AU000000PMV2 3.60 24.05 -0.91%
  Telstra Group AU000000TLS2 3.51 3.880 -0.26%

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating 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 2.21 10.66 8.57
  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 2.81 11.78 10.97
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