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Wealthfocus Barrow Hanley Global Share (LP63511451)

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2.796 +0.010    +0.34%
20/11 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60PER00316 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 188.75M
Perpetual WFI-Perpetual Int Shr 2.796 +0.010 +0.34%

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 Change15.62%
Prev. Close2.787
Risk Rating
TTM Yield1.70%
ROE13.49%
IssuerN/A
Turnover21.52%
ROA4.66%
Inception DateApr 07, 1986
Total Assets188.75M
ExpensesN/A
Min. Investment2,000
Market Cap56.45B
CategoryEquity World Large Value
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Wealthfocus Barrow Hanley Global Share Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1153 1041 1185 1349 1758 2959
Fund Return 15.33% 4.05% 18.51% 10.49% 11.94% 11.46%
Place in category 40 22 49 27 13 10
% in Category 63 26 79 55 30 30

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
  The Trust Company Income Fund 164.77M 11.51 8.83 8.07

Top Funds for Equity World Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Realindex RAFI Global Share Class 1.32B 19.85 13.47 11.47
  Schroder Global Value Fund 1B 17.55 10.48 9.41
  Antipodes Global Fund Long Only Cla 671.68M 18.15 9.72 10.69
  Acadian Wholesale Global Eqty Long 556.15M 17.81 25.51 18.00
  CFS FC W Inv Perpetual W Global Sha 505.54M 15.35 10.28 11.29

Top Holdings

Name ISIN Weight % Last Change %
  Enbridge CA29250N1050 3.12 43.49 +1.64%
  Sanofi FR0000120578 3.08 90.87 +0.08%
  Comcast US20030N1019 2.78 43.50 +1.19%
  Bank of Nova Scotia CA0641491075 2.60 78.50 -0.27%
  Merck&Co US58933Y1055 2.53 99.86 +2.48%

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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