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Perpetual Wfs-investor Mutual Aus Sha (LP63511484)

Sydney

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4.702 -0.010 -0.13%

13/02 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 9.89M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER02130

Asset Class: Equity

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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	6.700	6.700	0.000
Shares	93.140	97.110	3.970
Preferred	0.160	0.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.685	16.503
Price to Book	2.425	2.157
Price to Sales	1.380	1.925
Price to Cash Flow	7.579	8.494
Dividend Yield	4.062	4.126
5 Years Earnings Growth	6.998	7.433

Sector Allocation

Name	Net %	Category Average
Financial Services	26.970	29.063
Healthcare	13.790	11.175
Basic Materials	12.920	19.303
Consumer Cyclical	12.260	7.560
Communication Services	10.400	6.582
Industrials	9.980	7.678
Energy	4.100	4.983
Consumer Defensive	4.090	5.182
Technology	2.840	4.168
Real Estate	2.190	5.885
Utilities	0.460	1.418

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	10.19	164.540	-0.54%
CSL	AU000000CSL8	10.11	257.53	+0.25%
Telstra Group	AU000000TLS2	7.36	3.860	-0.77%
BHP Group Ltd	AU000000BHP4	6.68	40.860	-0.15%
Brambles	AU000000BXB1	5.62	19.320	+0.21%
Lottery	AU0000219529	4.62	4.97	-0.20%
Steadfast Group	AU000000SDF8	4.31	5.63	-0.35%
Aurizon Holdings	AU000000AZJ1	4.07	3.160	-0.94%
Suncorp	AU000000SUN6	3.95	18.500	-20.99%
Orica	AU000000ORI1	3.88	17.040	-0.58%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	22.73	10.33	7.54
Perpetual W Share Plus L S	992.9M	2.21	10.66	8.57
Perpetual Wholesale Ethical SRI Fun	623.68M	12.47	5.96	8.40
AU60PER00498	480.51M	8.70	5.09	6.84
Perpetual WFI Perpetual Int Shr	195.46M	2.81	11.78	10.97

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Inv.	4.702	-0.010	-0.13%