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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.777 -0.020 -1.11%

20/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 69.23M

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 Change2.86%

Prev. Close1.797

Risk Rating

TTM Yield9.23%

ROE11.68%

IssuerPerpetual Investment Management Ltd

Turnover50.49%

ROA6.46%

Inception DateNov 10, 2008

Total Assets69.23M

ExpensesN/A

Min. Investment2,000

Market Cap6.21B

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 32

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	1140	1019	1207	1242	1600	2146
Fund Return	14%	1.9%	20.72%	7.5%	9.86%	7.93%
Place in category	14	24	14	6	11	10
% in Category	58	84	58	21	40	75

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
Perpetual WFI Perpetual Int Shr	188.75M	18.65	12.03	11.24

Top Funds for Equity Australia Mid/Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Ethical SRI Fun	636.58M	14.27	9.02	8.80
Investors Mutual WS Future Leaders	458.03M	16.43	4.80	7.73
Microequities Deep Value Microcap F	195.35M	17.34	0.50	9.85
Investors Mutual WS Australian Smal	135.09M	20.27	5.71	8.99
Cromwell Phoenix Opportunities Fund	36.62M	12.29	6.38	14.23

Top Holdings

Name	ISIN	Weight %	Last	Change %
Primary Health Care	AU0000033359	5.15	1.395	+2.20%
GWA Group Ltd	AU000000GWA4	4.87	2.39	+1.27%
Deterra Royalties	AU0000107484	4.38	3.80	+1.60%
National Australia Bank	AU000000NAB4	4.07	37.140	+2.12%
Insurance Australia Group	AU000000IAG3	3.95	8.540	+3.14%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-Pe.	1.777	-0.020	-1.11%