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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.799 +0.020 +1.26%

23/12 - 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 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFIA-Perpetual Ethical SRI (LP65146500) fund. Our Perpetual WFIA-Perpetual Ethical SRI 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	9.580	9.580	0.000
Stocks	90.420	90.420	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.285	17.443
Price to Book	1.898	1.882
Price to Sales	1.455	1.343
Price to Cash Flow	8.133	7.312
Dividend Yield	4.304	4.197
5 Years Earnings Growth	7.703	8.045

Sector Allocation

Name	Net %	Category Average
Financial Services	26.080	23.882
Consumer Cyclical	19.980	17.488
Healthcare	15.310	14.711
Basic Materials	11.040	7.033
Communication Services	9.460	9.773
Industrials	6.400	13.945
Consumer Defensive	4.950	4.283
Real Estate	4.270	4.191
Technology	2.500	4.024

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Primary Health Care	AU0000033359	5.15	1.415	+1.43%
GWA Group Ltd	AU000000GWA4	4.87	2.41	+0.84%
Deterra Royalties	AU0000107484	4.38	3.83	+0.79%
National Australia Bank	AU000000NAB4	4.07	37.390	+0.67%
Insurance Australia Group	AU000000IAG3	3.95	8.500	-0.47%
EVT Ltd	AU000000EVT1	3.85	11.37	+0.09%
Westpac Banking	AU000000WBC1	3.80	32.430	+0.43%
Telstra Group	AU000000TLS2	3.45	4.040	+0.50%
Medibank Private Ltd	AU000000MPL3	3.43	3.810	0.00%
A2 Milk	NZATME0002S8	3.38	6.35	+0.79%

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-Pe.	1.799	+0.020	+1.26%