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Perpetual Share-plus Long-short (LP63512117)

Sydney

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3.005 -0.002 -0.08%

11/02 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00720

Asset Class: Equity

Morningstar Rating:
Total Assets: 992.9M

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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	7.120	7.120	0.000
Stocks	92.880	115.040	22.160

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.039	18.039
Price to Book	2.029	2.029
Price to Sales	1.761	1.761
Price to Cash Flow	7.750	7.750
Dividend Yield	3.647	3.647
5 Years Earnings Growth	8.376	8.376

Sector Allocation

Name	Net %	Category Average
Financial Services	25.260	25.260
Basic Materials	24.420	24.420
Consumer Cyclical	17.110	17.110
Real Estate	11.740	11.740
Healthcare	8.090	8.090
Communication Services	5.070	5.070
Consumer Defensive	4.000	4.000
Energy	3.990	3.990
Utilities	1.250	1.250
Industrials	-0.920	-0.920

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 40

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.84	40.140	+0.05%
Commonwealth Bank Australia	AU000000CBA7	5.86	165.980	+2.36%
Goodman Group	AU000000GMG2	5.70	36.160	+0.06%
Flutter Entertainment	IE00BWT6H894	5.10	21,770.0	+2.02%
Westpac Banking	AU000000WBC1	4.86	34.650	+1.14%
HMC Capital	AU0000058943	4.65	9.59	-0.31%
National Australia Bank	AU000000NAB4	4.16	41.110	+1.68%
ANZ Holdings	AU000000ANZ3	3.85	31.230	+0.71%
Suncorp	AU000000SUN6	3.76	20.620	+1.33%
CSL	AU000000CSL8	3.75	256.28	-0.26%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	22.73	10.33	7.54
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	19.43	11.08	11.04
The Trust Company Income Fund	164.77M	12.26	8.47	7.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual W Share.	3.005	-0.002	-0.08%