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Perpetual Share-plus Long-short (LP63512117)

Sydney

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3.003 +0.010 +0.17%

09/01 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00720

Asset Class: Equity

Morningstar Rating:
Total Assets: 989.49M

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LP63512117 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual W Share Plus L/S (LP63512117) fund. Our Perpetual W Share Plus L/S 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	6.550	6.550	0.000
Stocks	93.450	114.630	21.180

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.457	17.457
Price to Book	2.039	2.039
Price to Sales	1.663	1.663
Price to Cash Flow	8.071	8.071
Dividend Yield	3.619	3.619
5 Years Earnings Growth	9.048	9.048

Sector Allocation

Name	Net %	Category Average
Basic Materials	24.650	24.650
Financial Services	23.850	23.850
Consumer Cyclical	17.230	17.230
Real Estate	9.030	9.030
Healthcare	7.600	7.600
Consumer Defensive	5.450	5.450
Energy	4.600	4.600
Communication Services	4.140	4.140
Industrials	2.160	2.160
Utilities	1.290	1.290

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 41

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.49	39.680	+1.04%
Flutter Entertainment	IE00BWT6H894	5.95	20,470.0	+1.29%
Goodman Group	AU000000GMG2	5.72	37.420	+0.21%
Commonwealth Bank Australia	AU000000CBA7	5.53	156.050	-1.73%
Westpac Banking	AU000000WBC1	4.78	32.600	-1.69%
Suncorp	AU000000SUN6	4.25	19.610	-0.51%
CSL	AU000000CSL8	4.20	285.09	-0.86%
National Australia Bank	AU000000NAB4	3.98	37.950	-1.07%
ANZ Holdings	AU000000ANZ3	3.75	29.290	-0.27%
Wesfarmers	AU000000WES1	3.64	72.620	-0.40%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	22.72	10.33	7.54
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
The Trust Company Income Fund	164.77M	13.36	8.63	8.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual W Share.	3.003	+0.010	+0.17%