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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1134 | 1015 | 1134 | 1353 | 1664 | 2373 |
Fund Return | 13.45% | 1.49% | 13.45% | 10.6% | 10.72% | 9.03% |
Place in category | 1 | 3 | 1 | 1 | 1 | 1 |
% in Category | 1 | 100 | 1 | 1 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.09B | 22.72 | 10.33 | 7.54 | ||
Perpetual W Share Plus L S | 989.49M | 12.70 | 9.44 | 8.55 | ||
Perpetual Wholesale Ethical SRI Fun | 636.58M | 12.47 | 5.96 | 8.43 | ||
AU60PER00498 | 510.44M | 8.69 | 5.08 | 6.84 | ||
Perpetual WFI Perpetual Int Shr | 188.75M | 19.43 | 11.08 | 11.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual W Share Plus L S | 989.49M | 12.70 | 9.44 | 8.55 | ||
Perpetual WFTAP Perpetual Share Plu | 5.77M | 13.45 | 10.60 | 9.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.84 | 39.310 | +0.49% | |
Commonwealth Bank Australia | AU000000CBA7 | 5.86 | 158.650 | +0.51% | |
Goodman Group | AU000000GMG2 | 5.70 | 38.120 | -0.18% | |
Flutter Entertainment | IE00BWT6H894 | 5.10 | 21,130.0 | -1.40% | |
Westpac Banking | AU000000WBC1 | 4.86 | 33.020 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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