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Perpetual Industrial Fund (LP63512114)

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1.787 -0.010    -0.44%
20/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.09B
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER00464 
Asset Class:  Equity
Perpetual Wholesale Industrial Fund 1.787 -0.010 -0.44%

LP63512114 Overview

 
Find basic information about the Perpetual Industrial 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 LP63512114 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change31.6%
Prev. Close1.794
Risk Rating
TTM Yield2.13%
ROE10.78%
IssuerPerpetual Investment Management Ltd
Turnover24.24%
ROA2.93%
Inception DateDec 24, 1996
Total Assets1.09B
ExpensesN/A
Min. Investment25,000
Market Cap29.96B
CategoryEquity Australia Large Value
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Perpetual Industrial Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1197 1016 1339 1303 1531 2024
Fund Return 19.65% 1.57% 33.86% 9.22% 8.89% 7.31%
Place in category 1 23 1 16 7 14
% in Category 1 36 1 29 14 28

Top Equity Funds by Perpetual Investment Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Perpetual W Share Plus L S 989.49M 11.24 9.65 8.30
  Perpetual Wholesale Ethical SRI Fun 636.58M 12.05 6.78 8.50
  AU60PER00498 510.44M 9.73 5.65 6.72
  Perpetual WFI Perpetual Int Shr 188.75M 15.33 10.49 11.46
  The Trust Company Income Fund 164.77M -0.01 4.95 6.90

Top Funds for Equity Australia Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 10.74 8.99 8.63
  AU60ETL03497 2.63B 14.24 10.18 9.47
  AU60ETL00600 2.63B 13.51 9.33 9.03
  Realindex RAFI Australian Share Cl 1.46B 10.24 10.53 8.81
  Dimensional Australian Value Trust 1.08B 9.76 10.42 9.24

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 11.49 156.240 -0.09%
  CSL AU000000CSL8 6.80 273.72 -0.21%
  Suncorp AU000000SUN6 6.63 19.630 0.00%
  Flutter Entertainment IE00BWT6H894 6.46 20,800.0 +0.10%
  Goodman Group AU000000GMG2 6.03 37.050 -1.07%

Technical Summary

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