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Wealthfocus Barrow Hanley Global Share (LP63511451)

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2.742 0.001    0%
04/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60PER00316 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 179.43M
Perpetual WFI-Perpetual Int Shr 2.742 0.001 0%

LP63511451 Overview

 
Find basic information about the Wealthfocus Barrow Hanley Global Share 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 LP63511451 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.9%
Prev. Close2.741
Risk Rating
TTM Yield1.75%
ROE11.79%
IssuerN/A
Turnover21.52%
ROA3.99%
Inception DateApr 07, 1986
Total Assets179.43M
ExpensesN/A
Min. Investment2,000
Market Cap58.62B
CategoryEquity World Large Value
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Wealthfocus Barrow Hanley Global Share Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 1072 1152 1311 1707 2877
Fund Return 12.51% 7.19% 15.16% 9.46% 11.29% 11.15%
Place in category 37 12 41 26 14 9
% in Category 61 19 77 56 36 32

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.05B 17.94 8.15 7.59
  Perpetual W Share Plus L S 940.57M 10.93 8.82 8.75
  Perpetual Wholesale Ethical SRI Fun 606.91M 13.83 7.94 8.92
  AU60PER00498 503.36M 11.92 6.32 7.33
  The Trust Company Income Fund 160.41M 11.85 9.09 8.70

Top Funds for Equity World Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Realindex RAFI Global Share Class 1.26B 16.33 12.04 11.07
  Schroder Global Value Fund 990.76M 14.02 8.93 9.07
  Antipodes Global Fund Long Only Cla 664.38M 14.98 8.69 10.59
  Acadian Wholesale Global Eqty Long 512.54M 13.50 25.96 17.72
  CFS FC W Inv Perpetual W Global Sha 496.96M 12.48 9.17 10.97

Top Holdings

Name ISIN Weight % Last Change %
  Enbridge CA29250N1050 3.04 41.06 +0.56%
  Comcast US20030N1019 3.04 42.79 +0.60%
  Sanofi FR0000120578 2.98 96.52 -1.21%
  Merck&Co US58933Y1055 2.53 101.50 -0.37%
  Entergy US29364G1031 2.48 144.90 +1.73%

Technical Summary

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