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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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3.739 +0.040 +1.04%

14/03 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01090

Asset Class: Equity

Morningstar Rating:
Total Assets: 17.99M

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Wfs Perpetual Global Allocation Alpha Overview

Find basic information about the Wfs Perpetual Global Allocation Alpha 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 LP63511508 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER01090)

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Technical Chart

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Rating

1-Year Change11.81%

Prev. Close3.701

Risk Rating

TTM Yield0%

ROE21.46%

IssuerPerpetual Investment Management Ltd

TurnoverN/A

ROA7.86%

Inception DateSep 08, 2000

Total Assets17.99M

ExpensesN/A

Min. Investment1,000

Market Cap152.78B

CategoryEquity World Large Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1030	1045	1164	1446	1743	2282
Fund Return	3.02%	4.49%	16.37%	13.07%	11.75%	8.6%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

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 World Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard International Shares Inde	43.62B	2.43	16.20	12.58
Arrowstreet Global Equity Fund	7.1B	3.07	17.57	13.37
Dimensional Global Core Equity Trus	4.55B	2.14	14.31	10.97
Sunsuper International Shares Index	4.27B	1.80	13.74	11.28
Macquarie True Index International	3.99B	2.29	16.13	12.60

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	24.38	106.41	+1.21%
Merck&Co	US58933Y1055	1.16	94.57	-0.15%
Comcast	US20030N1019	1.10	35.43	+2.10%
Bank of Nova Scotia	CA0641491075	1.08	68.87	+1.01%
Sanofi	FR0000120578	1.01	106.22	0.00%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Per.	3.739	+0.040	+1.04%
	Baillie Gifford E.	13.23	+0.38	+2.98%