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Perpetual Wfp-perpetual Share Plus L/s (LP63511399)

Sydney

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8.177 +0.264 +3.33%

10/04 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60PER01488

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.34M

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LP63511399 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Share Plus L/S (LP63511399) fund. Our Perpetual WFP-Perpetual 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	4.050	4.050	0.000
Stocks	95.950	115.920	19.970

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.491	18.491
Price to Book	2.067	2.067
Price to Sales	1.653	1.653
Price to Cash Flow	9.746	9.746
Dividend Yield	3.678	3.678
5 Years Earnings Growth	5.658	5.658

Sector Allocation

Name	Net %	Category Average
Financial Services	28.480	28.480
Basic Materials	22.420	22.420
Consumer Cyclical	19.340	19.340
Real Estate	8.440	8.440
Healthcare	5.830	5.830
Communication Services	5.310	5.310
Energy	4.830	4.830
Consumer Defensive	3.420	3.420
Utilities	1.280	1.280
Industrials	0.660	0.660

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 56

Number of short holdings: 39

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.96	35.420	-1.61%
Commonwealth Bank Australia	AU000000CBA7	6.99	154.680	+0.10%
Flutter Entertainment	IE00BWT6H894	6.02	17,400.0	-0.74%
Westpac Banking	AU000000WBC1	5.52	30.040	-1.86%
Goodman Group	AU000000GMG2	5.07	27.450	-1.26%
Suncorp	AU000000SUN6	4.28	18.860	-1.46%
Wesfarmers	AU000000WES1	3.90	73.450	+2.03%
National Australia Bank	AU000000NAB4	3.19	33.240	-1.71%
ANZ Holdings	AU000000ANZ3	3.12	26.960	-1.71%
CSL	AU000000CSL8	3.05	233.08	-3.60%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	-3.84	9.26	5.98
Perpetual W Share Plus L S	992.9M	-6.12	4.58	7.08
Perpetual Wholesale Ethical SRI Fun	623.68M	-0.40	6.34	7.11
AU60PER00498	480.51M	-3.96	2.98	5.49
Perpetual WFI Perpetual Int Shr	195.46M	4.88	14.01	10.46

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