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Wfia Perpetual Esg Australia Share (LP65146500)

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1.777 -0.020    -1.11%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 69.23M
Type:  Fund
Market:  Australia
ISIN:  AU60PER04912 
Asset Class:  Equity
Perpetual WFIA-Perpetual Ethical SRI 1.777 -0.020 -1.11%

LP65146500 Overview

 
Find basic information about the Wfia Perpetual Esg Australia 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 LP65146500 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER04912)
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Rating
1-Year Change2.86%
Prev. Close1.797
Risk Rating
TTM Yield9.23%
ROE11.68%
IssuerN/A
Turnover50.49%
ROA6.46%
Inception DateNov 10, 2008
Total Assets69.23M
ExpensesN/A
Min. Investment2,000
Market Cap6.21B
CategoryEquity Australia Mid/Small Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1140 1019 1207 1242 1600 2146
Fund Return 14% 1.9% 20.72% 7.5% 9.86% 7.93%
Place in category 14 24 14 6 11 10
% in Category 58 84 58 21 40 75

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.09B 27.82 12.93 8.18
  Perpetual W Share Plus L S 989.49M 16.80 12.63 9.06
  Perpetual Wholesale Ethical SRI Fun 636.58M 14.27 9.02 8.80
  AU60PER00498 510.44M 12.81 7.76 7.31
  Perpetual WFI Perpetual Int Shr 188.75M 18.65 12.03 11.24

Top Funds for Equity Australia Mid/Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Ethical SRI Fun 636.58M 14.27 9.02 8.80
  Investors Mutual WS Future Leaders 458.03M 16.43 4.80 7.73
  Microequities Deep Value Microcap F 195.35M 17.34 0.50 9.85
  Investors Mutual WS Australian Smal 135.09M 20.27 5.71 8.99
  Cromwell Phoenix Opportunities Fund 36.62M 12.29 6.38 14.23

Top Holdings

Name ISIN Weight % Last Change %
  Primary Health Care AU0000033359 5.15 1.395 +2.20%
  GWA Group Ltd AU000000GWA4 4.87 2.39 +1.27%
  Deterra Royalties AU0000107484 4.38 3.80 +1.60%
  National Australia Bank AU000000NAB4 4.07 37.140 +2.12%
  Insurance Australia Group AU000000IAG3 3.95 8.540 +3.14%

Technical Summary

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