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Perpetual Wfia-investor Mutual Aus Sha (LP65146539)

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1.101 -0.010    -0.56%
13/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 23.37M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER04821 
Asset Class:  Equity
Perpetual WFIA-Investor Mutual Aus Sha 1.101 -0.010 -0.56%

LP65146539 Overview

 
Find basic information about the Perpetual Wfia-investor Mutual Aus Sha 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 LP65146539 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER04821)
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Rating
1-Year Change2.46%
Prev. Close1.107
Risk Rating
TTM Yield10.96%
ROE15.69%
IssuerPerpetual Investment Management Ltd
TurnoverN/A
ROA4.43%
Inception DateNov 10, 2008
Total Assets23.37M
ExpensesN/A
Min. Investment2,000
Market Cap28.27B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1064 989 1161 1179 1260 1681
Fund Return 6.4% -1.14% 16.05% 5.63% 4.73% 5.33%
Place in category - - - - - -
% in Category - - - - - -

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
  Perpetual WFI Perpetual Int Shr 188.75M 15.33 10.49 11.46

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 21.72B 10.78 7.51 8.21
  Sunsuper Australian Shares Index 7.46B 12.06 8.79 9.19
  Mercer Passive Australian Share 6.56B 10.60 7.50 8.10
  Dimensional Australian Core Equity 5.39B 9.75 7.58 8.69
  Fidelity Australian Equities Fund 4.71B 9.23 4.83 8.13

Top Holdings

Name ISIN Weight % Last Change %
  CSL AU000000CSL8 11.44 284.05 -0.52%
  Commonwealth Bank Australia AU000000CBA7 8.77 152.840 +2.15%
  Telstra Group AU000000TLS2 7.53 3.850 0.00%
  BHP Group Ltd AU000000BHP4 6.33 40.010 -1.33%
  Brambles AU000000BXB1 5.09 19.090 -0.78%

Technical Summary

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