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Wealthfocus Barrow Hanley Global Share (LP63511451)

Sydney

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2.571 -0.010 -0.29%

15/04 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 175.74M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00316

Asset Class: Equity

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LP63511451 Overview

Find basic information about the Wealthfocus Barrow Hanley Global 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 LP63511451 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change11.46%

Prev. Close2.578

Risk Rating

TTM Yield1.49%

ROE13.30%

IssuerPerpetual Investment Management Ltd

Turnover21.52%

ROA4.57%

Inception DateApr 07, 1986

Total Assets175.74M

ExpensesN/A

Min. Investment2,000

Market Cap54.7B

CategoryEquity World Large Value

What is your sentiment on Perpetual WFI-Perpetual Int Shr?

Market is currently closed. Voting is open during market hours.

Wealthfocus Barrow Hanley Global Share Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 28

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely looking...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1092	1092	1175	1378	1755	2996
Fund Return	9.17%	9.17%	17.5%	11.27%	11.9%	11.6%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1B	12.46	9.83	7.33
Perpetual W Share Plus L S	901.59M	9.89	12.11	9.20
Perpetual Wholesale Ethical SRI Fun	610.97M	11.48	11.08	8.79
AU60PER00498	508.62M	7.73	8.84	6.89
The Trust Company Income Fund	160.99M	7.33	10.81	8.87

Top Funds for Equity World Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Realindex RAFI Global Share Class	1.12B	13.68	14.68	11.67
Schroder Global Value Fund	939.32M	13.52	12.19	9.84
Antipodes Global Fund Long Only Cla	709.73M	11.60	5.23	11.39
CFS FC WS Inv Altrinsic W Global Eq	496.82M	17.94	19.28	12.40
Acadian Wholesale Global Eqty Long	392.82M	17.82	35.96	19.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Comcast	US20030N1019	3.75	39.27	-0.42%
Merck&Co	US58933Y1055	2.96	125.62	-0.45%
Danone	FR0000120644	2.71	57.50	-0.45%
Aramark Holdings	US03852U1060	2.62	31.49	+0.06%
Qualcomm	US7475251036	2.58	168.66	-0.69%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFI-Per.	2.571	-0.010	-0.29%