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Perpetual Esg Australia Share Fund (LP63512112)

Sydney

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2.193 +0.006 +0.28%

28/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 623.68M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER01165

Asset Class: Equity

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LP63512112 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual Wholesale Ethical SRI Fund (LP63512112) fund. Our Perpetual Wholesale Ethical SRI Fund 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	8.460	8.460	0.000
Stocks	91.540	91.540	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.914	17.220
Price to Book	1.688	1.748
Price to Sales	1.240	1.224
Price to Cash Flow	6.036	6.421
Dividend Yield	4.307	4.104
5 Years Earnings Growth	6.016	6.606

Sector Allocation

Name	Net %	Category Average
Financial Services	27.000	24.409
Consumer Cyclical	14.630	15.715
Healthcare	12.850	12.883
Basic Materials	10.130	6.781
Communication Services	10.100	10.791
Industrials	9.470	14.679
Real Estate	6.060	5.190
Consumer Defensive	4.310	4.152
Technology	3.090	4.346
Energy	2.370	3.498

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 41

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
GWA Group Ltd	AU000000GWA4	4.99	2.33	-1.27%
Primary Health Care	AU0000033359	4.68	1.395	-4.45%
Pacific Current Group	AU000000PAC7	4.20	11.75	-1.01%
Deterra Royalties	AU0000107484	4.17	3.60	-3.74%
EVT Ltd	AU000000EVT1	4.15	13.31	-1.92%
Telstra Group	AU000000TLS2	3.64	4.210	-0.47%
Medibank Private Ltd	AU000000MPL3	3.63	4.440	-1.55%
National Australia Bank	AU000000NAB4	3.51	34.020	-0.44%
Westpac Banking	AU000000WBC1	3.44	31.570	-1.00%
Premier Investments	AU000000PMV2	3.39	19.93	-2.78%

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
AU60PER00498	480.51M	0.67	5.53	5.92
Perpetual WFI Perpetual Int Shr	195.46M	4.86	13.59	10.65
Perpetual Pure Microcap Fund	105.68M	2.11	4.04	13.05

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Recent Quotes

Name	Price	Chg.	Chg. %
Perpetual Wholesa.	2.193	+0.006	+0.28%
GS Emerging Marke.	188.110	+0.100	+0.05%
Swedbank Robur Sm.	234.020	-0.450	-0.19%
TISCO China H-Sha.	7.080	-0.129	-1.78%
JPMorgan Emerging.	31.38	-0.67	-2.09%
iShares MSCI Euro.	176.00	0.00	0.00%
AB Diversified Mu.	13.78	+0.03	+0.22%