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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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3.774 -0.030 -0.91%

14/02 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 17.99M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01090

Asset Class: Equity

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LP63511508 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFS-Perpetual Split Gr (LP63511508) fund. Our Perpetual WFS-Perpetual Split Gr 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	13.800	13.830	0.030
Stocks	86.190	86.190	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.587	17.191
Price to Book	2.167	2.897
Price to Sales	1.592	1.976
Price to Cash Flow	9.485	10.981
Dividend Yield	3.010	2.232
5 Years Earnings Growth	9.406	11.237

Sector Allocation

Name	Net %	Category Average
Financial Services	15.290	16.101
Technology	14.710	20.090
Healthcare	12.920	12.898
Consumer Cyclical	9.240	11.687
Industrials	9.060	10.812
Consumer Defensive	8.650	9.835
Energy	8.120	5.679
Communication Services	7.280	7.803
Basic Materials	6.190	5.686
Utilities	4.920	2.318
Real Estate	3.620	2.072

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 335

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	24.38	113.60	+0.26%
Merck&Co	US58933Y1055	1.16	83.01	-1.67%
Comcast	US20030N1019	1.10	35.39	+0.03%
Bank of Nova Scotia	CA0641491075	1.08	72.59	-0.06%
Sanofi	FR0000120578	1.01	104.00	+0.29%
Air Products	US0091581068	0.95	316.12	+0.30%
Microsoft	US5949181045	0.85	408.43	-0.51%
Exxon Mobil	US30231G1022	0.80	108.24	+0.10%
Entergy	US29364G1031	0.75	82.49	-0.91%
Enbridge	CA29250N1050	0.73	43.07	-5.24%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.11B	22.73	10.33	7.54
Perpetual W Share Plus L S	992.9M	2.21	10.66	8.57
Perpetual Wholesale Ethical SRI Fun	623.68M	12.47	5.96	8.40
AU60PER00498	480.51M	8.70	5.09	6.84
Perpetual WFI Perpetual Int Shr	195.46M	2.81	11.78	10.97

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFS-Per.	3.774	-0.030	-0.91%