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Perpetual Industrial Fund (LP63512114)

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1.760 +0.030    +1.58%
23/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.09B
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER00464 
Asset Class:  Equity
Perpetual Wholesale Industrial Fund 1.760 +0.030 +1.58%

LP63512114 Overview

 
Find basic information about the Perpetual Industrial Fund 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 LP63512114 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60PER00464)
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Rating
1-Year Change19.96%
Prev. Close1.733
Risk Rating
TTM Yield2%
ROE10.20%
IssuerPerpetual Investment Management Ltd
Turnover24.24%
ROA2.83%
Inception DateDec 24, 1996
Total Assets1.09B
ExpensesN/A
Min. Investment25,000
Market Cap29.15B
CategoryEquity Australia Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1278 1089 1365 1440 1607 2195
Fund Return 27.82% 8.92% 36.49% 12.93% 9.95% 8.18%
Place in category 1 1 1 7 1 12
% in Category 1 1 1 12 1 27

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  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
  The Trust Company Income Fund 164.77M 14.62 10.09 8.43

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 14.63 10.94 9.46
  AU60ETL00600 2.73B 18.19 12.62 9.84
  AU60ETL03497 2.73B 19.02 13.49 10.27
  Realindex RAFI Australian Share Cl 1.52B 13.87 12.22 9.57
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 9.16 155.120 +0.28%
  Flutter Entertainment IE00BWT6H894 7.08 20,610.0 -0.96%
  Goodman Group AU000000GMG2 6.93 36.530 -0.05%
  Westpac Banking AU000000WBC1 6.16 32.430 +0.43%
  Suncorp AU000000SUN6 5.80 19.370 +0.36%

Technical Summary

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