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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.788 +0.010 +0.39%

04/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 67.19M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER04912

Asset Class: Equity

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LP65146500 Overview

Find basic information about the Wfia Perpetual Esg Australia 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 LP65146500 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 Change7.9%

Prev. Close1.781

Risk Rating

TTM Yield9.27%

ROE11.84%

IssuerPerpetual Investment Management Ltd

Turnover50.49%

ROA6.52%

Inception DateNov 10, 2008

Total Assets67.19M

ExpensesN/A

Min. Investment2,000

Market Cap6.68B

CategoryEquity Australia Mid/Small Value

What is your sentiment on Perpetual WFIA-Perpetual Ethical SRI?

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Wfia Perpetual Esg Australia Share Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

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...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1136	1059	1173	1245	1604	2167
Fund Return	13.59%	5.88%	17.32%	7.57%	9.92%	8.04%
Place in category	14	15	18	4	8	10
% in Category	62	48	72	15	36	75

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.05B	17.94	8.15	7.59
Perpetual W Share Plus L S	940.57M	10.93	8.82	8.75
Perpetual Wholesale Ethical SRI Fun	606.91M	13.83	7.94	8.92
AU60PER00498	503.36M	11.92	6.32	7.33
Perpetual WFI Perpetual Int Shr	179.43M	12.51	9.46	11.15

Top Funds for Equity Australia Mid/Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Ethical SRI Fun	606.91M	13.83	7.94	8.92
Investors Mutual WS Future Leaders	458.03M	13.99	3.10	7.87
Microequities Deep Value Microcap F	195.35M	16.89	1.76	9.56
Investors Mutual WS Australian Smal	135.09M	17.37	3.92	8.81
AU60IOF02147	67.27M	17.43	-5.86	6.47

Top Holdings

Name	ISIN	Weight %	Last	Change %
Insurance Australia Group	AU000000IAG3	5.76	7.390	-0.14%
GWA Group Ltd	AU000000GWA4	5.48	2.37	-1.66%
National Australia Bank	AU000000NAB4	5.30	38.640	-0.18%
Primary Health Care	AU0000033359	4.85	1.565	-0.63%
Medibank Private Ltd	AU000000MPL3	4.41	3.600	-0.28%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-Pe.	1.788	+0.010	+0.39%