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Perpetual Wfp-perpetual Share Plus L/s (LP63511399)

Sydney

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8.349 +0.066 +0.80%

01/04 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 5.34M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01488

Asset Class: Equity

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LP63511399 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFP-Perpetual Share Plus L/S (LP63511399) fund. Our Perpetual WFP-Perpetual Share Plus L/S 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	6.140	6.140	0.000
Stocks	93.860	114.780	20.920

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.412	17.412
Price to Book	2.019	2.019
Price to Sales	1.671	1.671
Price to Cash Flow	7.146	7.146
Dividend Yield	3.679	3.679
5 Years Earnings Growth	6.001	6.001

Sector Allocation

Name	Net %	Category Average
Financial Services	26.310	26.310
Basic Materials	23.330	23.330
Consumer Cyclical	19.420	19.420
Real Estate	8.650	8.650
Healthcare	5.800	5.800
Communication Services	5.310	5.310
Energy	4.900	4.900
Consumer Defensive	3.700	3.700
Utilities	1.380	1.380
Industrials	1.200	1.200

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 56

Number of short holdings: 46

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	9.97	38.320	-1.47%
Commonwealth Bank Australia	AU000000CBA7	6.75	154.820	+1.04%
Flutter Entertainment	IE00BWT6H894	5.94	17,270.0	+1.47%
Westpac Banking	AU000000WBC1	5.35	31.900	+1.05%
Goodman Group	AU000000GMG2	5.30	30.120	+3.19%
Suncorp	AU000000SUN6	3.95	19.480	+0.46%
Wesfarmers	AU000000WES1	3.69	73.660	+0.95%
CSL	AU000000CSL8	3.10	255.19	+1.44%
National Australia Bank	AU000000NAB4	2.99	34.600	+0.64%
ANZ Holdings	AU000000ANZ3	2.95	29.660	+0.61%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	2.52	12.75	6.83
Perpetual W Share Plus L S	992.9M	0.25	8.72	7.82
Perpetual Wholesale Ethical SRI Fun	623.68M	3.47	8.53	7.69
AU60PER00498	480.51M	0.67	5.53	5.92
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65

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