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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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4.565 -0.020 -0.37%

13/03 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER02130

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.89M

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LP63511484 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFS-Investor Mutual Aus Sha (LP63511484) fund. Our Perpetual WFS-Investor Mutual Aus Sha 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	5.640	5.640	0.000
Stocks	94.200	98.060	3.860
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.755	16.720
Price to Book	2.491	2.171
Price to Sales	1.415	1.945
Price to Cash Flow	8.635	8.674
Dividend Yield	3.948	4.086
5 Years Earnings Growth	6.067	6.861

Sector Allocation

Name	Net %	Category Average
Financial Services	27.620	29.330
Healthcare	13.790	11.228
Basic Materials	13.240	19.143
Consumer Cyclical	12.250	7.537
Industrials	9.880	7.610
Communication Services	9.550	6.628
Energy	4.160	4.957
Consumer Defensive	4.050	5.129
Technology	2.770	4.218
Real Estate	2.260	5.902
Utilities	0.430	1.374

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.62	142.360	-1.14%
CSL	AU000000CSL8	9.96	250.05	+0.63%
BHP Group Ltd	AU000000BHP4	6.72	38.650	+1.07%
Telstra Group	AU000000TLS2	6.62	4.100	+0.24%
Brambles	AU000000BXB1	5.65	20.280	+0.80%
Lottery	AU0000219529	4.62	4.77	+0.42%
Steadfast Group	AU000000SDF8	4.32	5.49	+0.37%
Orica	AU000000ORI1	4.10	17.490	+4.61%
Suncorp	AU000000SUN6	4.09	18.660	-0.53%
Aurizon Holdings	AU000000AZJ1	4.04	3.090	+0.32%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83
Perpetual W Share Plus L S	992.9M	0.25	8.72	7.82
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
AU60PER00498	480.51M	0.67	5.53	5.92
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65

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