Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance Find Stocks Now
Close

Perpetual Wfia-barrow Hanley Gbl Share (LP63512131)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3.573 +0.010    +0.17%
23/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 70.82M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER00381 
Asset Class:  Equity
Perpetual WFIA-Perpetual Int Shr 3.573 +0.010 +0.17%

LP63512131 Overview

 
Find basic information about the Perpetual Wfia-barrow Hanley Gbl 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 LP63512131 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change11.14%
Prev. Close3.567
Risk Rating
TTM Yield1.70%
ROE13.30%
IssuerPerpetual Investment Management Ltd
Turnover21.52%
ROA4.57%
Inception DateMay 31, 1995
Total Assets70.82M
ExpensesN/A
Min. Investment2,000
Market Cap54.7B
CategoryEquity World Large Value
What is your sentiment on Perpetual WFIA-Perpetual Int Shr?
or
Market is currently closed. Voting is open during market hours.

Perpetual Wfia-barrow Hanley Gbl Share Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1092 1175 1378 1755 2999
Fund Return 9.17% 9.17% 17.51% 11.27% 11.91% 11.61%
Place in category 54 54 41 38 18 9
% in Category 89 89 76 73 41 29

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1B 12.39 9.80 7.32
  Perpetual W Share Plus L S 901.59M 9.89 12.11 9.20
  Perpetual Wholesale Ethical SRI Fun 610.97M 11.48 11.08 8.79
  AU60PER00498 508.62M 7.73 8.84 6.89
  Perpetual WFI Perpetual Int Shr 175.74M 9.17 11.27 11.60

Top Funds for Equity World Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schroder Global Value Fund 935.78M 13.52 12.19 9.84
  Antipodes Global Fund Long Only Cla 699.76M 11.60 5.23 11.39
  CFS FC WS Inv Altrinsic W Global Eq 496.82M 17.94 19.28 12.40
  Acadian Wholesale Global Eqty Long 392.82M 17.82 35.96 19.34
  Realindex RAFI Global Share Class 253.46M 13.68 14.68 11.67

Top Holdings

Name ISIN Weight % Last Change %
  Comcast US20030N1019 3.75 40.21 -0.37%
  Merck&Co US58933Y1055 2.96 127.01 +0.10%
  Danone FR0000120644 2.71 59.76 +0.27%
  Aramark Holdings US03852U1060 2.62 32.55 +1.40%
  Qualcomm US7475251036 2.58 163.63 +1.41%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LP63512131 Comments

Write your thoughts about Perpetual Wfia-barrow Hanley Gbl Share
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email