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Perpetual Global Allocation Alpha (LP63512119)

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1.739 +0.010    +0.37%
21/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER00662 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 62.97M
Perpetual Wholesale Split Growth Fund 1.739 +0.010 +0.37%

Perpetual Global Allocation Alpha Overview

 
Find basic information about the 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 LP63512119 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER00662)
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Rating
1-Year Change12%
Prev. Close1.733
Risk Rating
TTM Yield7.04%
ROE22.18%
IssuerPerpetual Investment Management Ltd
TurnoverN/A
ROA7.85%
Inception DateMar 17, 1999
Total Assets62.97M
ExpensesN/A
Min. Investment25,000
Market Cap142.6B
CategoryEquity World Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1166 1017 1201 1406 1689 2624
Fund Return 16.63% 1.73% 20.08% 12.03% 11.05% 10.13%
Place in category 191 147 224 - - -
% in Category 65 53 79 - - -

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.09B 19.65 9.22 7.31
  Perpetual W Share Plus L S 989.49M 11.24 9.65 8.30
  Perpetual Wholesale Ethical SRI Fun 636.58M 12.05 6.78 8.50
  AU60PER00498 510.44M 9.73 5.65 6.72
  Perpetual WFI Perpetual Int Shr 188.75M 15.33 10.49 11.46

Top Funds for Equity World Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard International Shares Inde 40.13B 21.55 11.44 13.26
  Arrowstreet Global Equity Fund 6.34B 21.73 13.00 14.34
  Dimensional Global Core Equity Trus 4.22B 18.88 10.79 11.73
  Macquarie True Index International 3.36B 21.48 11.35 13.29
  Sunsuper International Shares Index 3.34B 18.51 9.76 12.09

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core MSCI World UCITS IE00B4L5Y983 24.89 109.08 +0.29%
  Merck&Co US58933Y1055 1.37 99.18 -0.68%
  Comcast US20030N1019 1.24 43.47 -0.07%
  Microsoft US5949181045 1.03 417.00 +1.00%
  Qualcomm US7475251036 1.00 156.79 +0.86%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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