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Wealthfocus Barrow Hanley Global Share (LP63511451)

Sydney

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2.837 +0.010 +0.36%

23/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 188.75M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00316

Asset Class: Equity

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LP63511451 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFI-Perpetual Int Shr (LP63511451) fund. Our Perpetual WFI-Perpetual Int Shr 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	5.070	5.070	0.000
Stocks	94.930	94.930	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.842	13.215
Price to Book	1.726	1.976
Price to Sales	1.195	1.310
Price to Cash Flow	8.443	8.438
Dividend Yield	2.966	2.441
5 Years Earnings Growth	10.225	11.040

Sector Allocation

Name	Net %	Category Average
Financial Services	14.300	18.539
Industrials	11.970	10.319
Consumer Cyclical	11.900	11.157
Healthcare	11.340	9.257
Basic Materials	9.230	6.630
Consumer Defensive	8.400	8.118
Utilities	8.220	4.377
Energy	7.740	6.126
Technology	6.240	17.087
Real Estate	5.770	2.596
Communication Services	4.890	7.224

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Bank of Nova Scotia	CA0641491075	3.12	77.03	-0.06%
Sanofi	FR0000120578	3.01	91.75	-0.03%
Enbridge	CA29250N1050	3.00	41.84	-0.07%
Comcast	US20030N1019	2.80	38.31	-0.23%
Entergy	US29364G1031	2.56	75.68	-0.72%
Danone	FR0000120644	2.45	64.06	-0.25%
Air Products	US0091581068	2.39	294.94	-0.36%
Merck&Co	US58933Y1055	2.31	99.34	-0.11%
National Grid	GB00BDR05C01	2.19	944.20	+0.49%
Newmont Goldcorp	US6516391066	2.08	38.47	+0.40%

Top Equity Funds by Perpetual Investment Management Ltd

Name	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
The Trust Company Income Fund	164.77M	14.62	10.09	8.43

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFI-Per.	2.837	+0.010	+0.36%