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Wfia Perpetual Esg Australia Share (LP65146500)

Sydney

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1.865 +0.004 +0.19%

24/04 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 70.87M

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

Name	Net %	Long %	Short %
Cash	9.780	9.780	0.000
Stocks	90.220	90.220	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.908	16.022
Price to Book	1.935	1.845
Price to Sales	1.486	1.299
Price to Cash Flow	7.175	7.620
Dividend Yield	4.232	4.040
5 Years Earnings Growth	6.157	7.772

Sector Allocation

Name	Net %	Category Average
Financial Services	27.440	23.879
Consumer Cyclical	21.570	17.796
Healthcare	14.640	13.651
Communication Services	11.470	11.193
Industrials	10.190	15.572
Consumer Defensive	6.080	4.793
Basic Materials	4.610	4.977
Technology	2.220	4.058
Real Estate	1.780	2.127

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Insurance Australia Group	AU000000IAG3	6.10	6.360	-2.60%
A2 Milk	NZATME0002S8	4.76	6.50	-0.31%
GWA Group Ltd	AU000000GWA4	4.72	2.60	-3.70%
Telstra Group	AU000000TLS2	4.45	3.640	-0.82%
National Australia Bank	AU000000NAB4	4.38	33.510	-1.44%
EVT Ltd	AU000000EVT1	4.37	11.75	-3.37%
Primary Health Care	AU0000033359	4.36	1.195	-4.40%
Bapcor	AU000000BAP9	4.03	5.65	-1.40%
CSL	AU000000CSL8	3.19	273.30	-1.85%
Medibank Private Ltd	AU000000MPL3	3.03	3.560	-1.93%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	12.39	9.80	7.32
Perpetual W Share Plus L S	974.22M	9.89	12.11	9.20
Perpetual Wholesale Ethical SRI Fun	672.56M	11.48	11.08	8.79
AU60PER00498	531.72M	7.73	8.84	6.89
Perpetual WFI Perpetual Int Shr	189.47M	9.17	11.27	11.60

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFIA-Pe.	1.865	+0.004	+0.19%