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Wftap Perpetual Esg Australia Share (LP63511548)

Sydney

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9.131 -0.070 -0.74%

14/06 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 9.68M

Type: Fund

Market: Australia

ISIN: AU60PER03401

Asset Class: Equity

General
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LP63511548 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFTAP-Perpetual Ethical SRI (LP63511548) fund. Our Perpetual WFTAP-Perpetual Ethical SRI portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	9.670	9.670	0.000
Shares	90.330	90.330	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.154	16.012
Price to Book	2.141	1.931
Price to Sales	1.468	1.290
Price to Cash Flow	7.489	7.699
Dividend Yield	3.650	3.830
5 Years Earnings Growth	7.108	8.487

Sector Allocation

Name	Net %	Category Average
Financial Services	27.390	23.939
Consumer Cyclical	23.570	18.545
Healthcare	13.920	13.630
Communication Services	11.060	11.089
Industrials	7.650	14.823
Consumer Defensive	6.850	5.034
Basic Materials	5.760	5.085
Technology	2.020	3.912
Real Estate	1.780	2.061

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 41

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Insurance Australia Group	AU000000IAG3	5.41	6.610	+0.30%
A2 Milk	NZATME0002S8	5.31	7.21	-3.74%
GWA Group Ltd	AU000000GWA4	5.15	2.27	+2.25%
Telstra Group	AU000000TLS2	4.46	3.550	+1.43%
National Australia Bank	AU000000NAB4	4.32	35.260	+0.69%
Bapcor	AU000000BAP9	4.19	4.89	-2.20%
EVT Ltd	AU000000EVT1	4.00	11.16	+0.54%
Primary Health Care	AU0000033359	3.95	1.455	+1.04%
CSL	AU000000CSL8	3.25	288.80	-0.10%
Premier Investments	AU000000PMV2	3.14	29.28	+0.03%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	8.62	7.45	6.69
Perpetual W Share Plus L S	974.22M	7.90	10.18	8.63
Perpetual Wholesale Ethical SRI Fun	672.56M	5.46	7.24	8.11
AU60PER00498	531.72M	5.00	5.78	6.44
Perpetual WFI Perpetual Int Shr	189.47M	9.02	9.37	11.33

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFTAP-P.	9.131	-0.070	-0.74%