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Perpetual Wftap-perpetual Share Plus L/s (LP63511553)

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8.281 +0.060    +0.75%
23/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 9.8M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER03476 
Asset Class:  Equity
Perpetual WFTAP-Perpetual Share Plus L/S 8.281 +0.060 +0.75%

LP63511553 Overview

 
Find basic information about the Perpetual Wftap-perpetual Share Plus L/s 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 LP63511553 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.16%
Prev. Close8.219
Risk Rating
TTM Yield0%
ROE18.91%
IssuerPerpetual Investment Management Ltd
TurnoverN/A
ROA9.26%
Inception DateOct 01, 2004
Total Assets9.8M
ExpensesN/A
Min. Investment20,000
Market Cap15.57B
CategoryEquity Australia Large Value
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Perpetual Wftap-perpetual Share Plus L/s Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1103 1103 1135 1455 1772 2505
Fund Return 10.26% 10.26% 13.54% 13.32% 12.12% 9.62%
Place in category 5 5 12 5 3 2
% in Category 17 17 36 14 10 5

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 Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN01046 5.04B 5.69 11.55 7.28
  Strategic Australian Equity Fund 2.63B 5.42 10.40 8.48
  AU60ETL00600 2.59B 7.78 10.18 9.16
  AU60ETL03497 2.59B 7.99 11.02 9.48
  Perpetual Wholesale Industrial Fund 1B 12.39 9.80 7.32

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 11.66 45.230 -0.59%
  Commonwealth Bank Australia AU000000CBA7 6.33 115.000 +0.37%
  Flutter Entertainment IE00BWT6H894 5.76 14,865.0 -1.52%
  Goodman Group AU000000GMG2 5.01 31.360 +1.65%
  CSL AU000000CSL8 4.93 278.45 -0.19%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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