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Wfs Perpetual Global Allocation Alpha (LP63511508)

Sydney

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3.308 -0.003 -0.09%

03/05 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 16.43M

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

Name	Net %	Long %	Short %
Cash	9.010	9.020	0.010
Stocks	90.990	90.990	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.669	15.827
Price to Book	2.077	2.114
Price to Sales	1.306	1.802
Price to Cash Flow	8.622	8.571
Dividend Yield	2.993	3.667
5 Years Earnings Growth	10.194	8.696

Sector Allocation

Name	Net %	Category Average
Healthcare	14.490	10.995
Financial Services	13.480	19.550
Technology	12.960	13.237
Industrials	10.130	10.691
Consumer Defensive	9.490	5.761
Consumer Cyclical	9.130	8.978
Basic Materials	8.660	11.076
Energy	8.300	6.361
Communication Services	6.450	6.553
Utilities	4.070	2.647
Real Estate	2.850	7.853

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 331

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	25.13	97.41	+0.81%
Comcast	US20030N1019	1.34	38.49	-0.52%
Merck&Co	US58933Y1055	1.25	127.56	+0.04%
Microsoft	US5949181045	0.98	413.54	+1.69%
Qualcomm	US7475251036	0.97	181.85	+1.23%
Air Products	US0091581068	0.95	247.54	+0.68%
Danone	FR0000120644	0.92	58.10	+0.62%
Elevance Health	US0367521038	0.83	529.95	+0.57%
CRH	IE0001827041	0.82	6,412.0	+2.43%
National Grid	GB00BDR05C01	0.81	1,074.00	+1.42%

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 WFS-Per.	3.308	-0.003	-0.09%