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Wealthfocus Barrow Hanley Global Share (LP63511451)

Sydney

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2.972 -0.001 -0.02%

03/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 195.46M

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	3.090	3.090	0.000
Stocks	96.910	96.910	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.853	12.844
Price to Book	1.707	1.948
Price to Sales	1.320	1.346
Price to Cash Flow	7.831	8.323
Dividend Yield	3.026	2.341
5 Years Earnings Growth	9.518	11.145

Sector Allocation

Name	Net %	Category Average
Financial Services	14.650	20.981
Consumer Cyclical	12.530	10.510
Technology	10.830	18.050
Industrials	9.900	10.469
Healthcare	9.480	8.953
Energy	8.890	4.994
Utilities	8.640	4.566
Consumer Defensive	7.690	7.543
Basic Materials	7.680	5.562
Communication Services	4.980	7.247
Real Estate	4.750	2.490

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Bank of Nova Scotia	CA0641491075	3.31	70.24	-1.95%
Comcast	US20030N1019	2.93	35.99	+0.02%
Merck&Co	US58933Y1055	2.90	93.14	-0.01%
Air Products	US0091581068	2.72	306.85	-1.22%
Entergy	US29364G1031	2.59	85.77	-2.42%
Sanofi	FR0000120578	2.58	109.30	+1.50%
Enbridge	CA29250N1050	2.52	41.64	-2.41%
Danone	FR0000120644	2.32	72.34	+5.02%
Pinnacle West	US7234841010	2.22	92.55	-1.74%
Carnival Corp	PA1436583006	2.19	21.81	-6.23%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	3.78	13.86	7.57
Perpetual W Share Plus L S	992.9M	2.21	10.66	8.57
Perpetual Wholesale Ethical SRI Fun	623.68M	3.46	9.31	8.46
AU60PER00498	480.51M	2.78	7.02	6.81
Perpetual Pure Microcap Fund	105.68M	1.03	3.76	14.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFI-Per.	2.972	-0.001	-0.02%