Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

Perpetual Esg Australia Share Fund (LP63512112)

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
 
2.193 +0.010    +0.39%
04/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 606.91M
Type:  Fund
Market:  Australia
ISIN:  AU60PER01165 
Asset Class:  Equity
Perpetual Wholesale Ethical SRI Fund 2.193 +0.010 +0.39%

LP63512112 Overview

 
Find basic information about the Perpetual Esg Australia Share Fund 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 LP63512112 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 Change12.24%
Prev. Close2.185
Risk Rating
TTM Yield8.38%
ROE11.84%
IssuerN/A
Turnover50.49%
ROA6.52%
Inception DateMay 03, 2002
Total Assets606.91M
ExpensesN/A
Min. Investment25,000
Market Cap6.68B
CategoryEquity Australia Mid/Small Value
What is your sentiment on Perpetual Wholesale Ethical SRI Fund?
or
Market is currently closed. Voting is open during market hours.

Perpetual Esg Australia Share Fund 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 1138 1060 1177 1257 1646 2350
Fund Return 13.83% 5.97% 17.66% 7.94% 10.48% 8.92%
Place in category 13 13 16 3 6 8
% in Category 58 42 62 10 28 59

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual Wholesale Industrial Fund 1.05B 17.94 8.15 7.59
  Perpetual W Share Plus L S 940.57M 10.93 8.82 8.75
  AU60PER00498 503.36M 11.92 6.32 7.33
  Perpetual WFI Perpetual Int Shr 179.43M 12.51 9.46 11.15
  The Trust Company Income Fund 160.41M 11.85 9.09 8.70

Top Funds for Equity Australia Mid/Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Mutual WS Future Leaders 458.03M 13.99 3.10 7.87
  Microequities Deep Value Microcap F 195.35M 16.89 1.76 9.56
  Investors Mutual WS Australian Smal 135.09M 17.37 3.92 8.81
  AU60IOF02147 67.27M 17.43 -5.86 6.47
  Perpetual WFIA Perpetual Ethical SR 67.19M 13.59 7.57 8.04

Top Holdings

Name ISIN Weight % Last Change %
  Insurance Australia Group AU000000IAG3 5.76 7.390 -0.14%
  GWA Group Ltd AU000000GWA4 5.48 2.37 -1.66%
  National Australia Bank AU000000NAB4 5.30 38.640 -0.18%
  Primary Health Care AU0000033359 4.85 1.565 -0.63%
  Medibank Private Ltd AU000000MPL3 4.41 3.600 -0.28%

Technical Summary

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

LP63512112 Comments

Write your thoughts about Perpetual Esg Australia Share Fund
 
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 Apple
Continue with Google
or
Sign up with Email