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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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4.615 +0.145 +3.24%

10/04 - Closed. Currency in AUD

Type: Fund

Market: Australia

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	6.560	6.560	0.000
Stocks	93.270	96.960	3.690
Preferred	0.170	0.170	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.805	16.636
Price to Book	2.565	2.160
Price to Sales	1.330	1.916
Price to Cash Flow	9.962	8.820
Dividend Yield	3.711	4.088
5 Years Earnings Growth	4.535	6.468

Sector Allocation

Name	Net %	Category Average
Financial Services	26.670	29.247
Healthcare	13.870	11.154
Basic Materials	13.000	19.044
Consumer Cyclical	12.800	7.711
Industrials	10.570	7.759
Communication Services	9.910	6.619
Consumer Defensive	4.140	5.180
Energy	3.880	4.936
Technology	2.740	4.106
Real Estate	2.410	5.935

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	10.66	154.680	+0.10%
CSL	AU000000CSL8	9.91	233.08	-3.60%
BHP Group Ltd	AU000000BHP4	6.75	35.420	-1.61%
Telstra Group	AU000000TLS2	6.74	4.450	+1.14%
Brambles	AU000000BXB1	6.13	20.900	-0.29%
Lottery	AU0000219529	4.67	4.92	-0.61%
Steadfast Group	AU000000SDF8	4.27	5.69	-0.35%
Aurizon Holdings	AU000000AZJ1	4.12	3.040	-0.98%
Orica	AU000000ORI1	3.94	15.310	-3.77%
National Australia Bank	AU000000NAB4	3.44	33.240	-1.71%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Inv.	4.615	+0.145	+3.24%