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Perpetual Industrial Fund (LP63512114)

Sydney

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1.570 +0.010 +0.83%

06/05 - Delayed Data. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 1.09B

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00464

Asset Class: Equity

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LP63512114 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual Wholesale Industrial Fund (LP63512114) fund. Our Perpetual Wholesale Industrial Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	5.570	5.570	0.000
Stocks	94.430	94.430	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.971	14.449
Price to Book	1.994	1.763
Price to Sales	1.760	1.495
Price to Cash Flow	12.151	7.376
Dividend Yield	3.593	5.003
5 Years Earnings Growth	5.153	6.297

Sector Allocation

Name	Net %	Category Average
Financial Services	32.940	34.618
Consumer Cyclical	23.530	10.990
Healthcare	14.350	6.462
Real Estate	11.060	4.726
Communication Services	8.480	6.720
Consumer Defensive	4.120	6.330
Basic Materials	3.210	15.296
Industrials	1.750	7.724
Utilities	0.560	1.562

Region Allocation

Equities

North America
Europe Developed
Australasia

Developed Markets

Top Holdings

Number of long holdings: 34

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Commonwealth Bank Australia	AU000000CBA7	11.03	119.130	+0.11%
Flutter Entertainment	IE00BWT6H894	7.19	16,200.0	+3.15%
Suncorp	AU000000SUN6	6.31	16.200	-0.55%
CSL	AU000000CSL8	6.26	279.70	+0.05%
Goodman Group	AU000000GMG2	5.79	34.040	-0.99%
National Australia Bank	AU000000NAB4	5.29	33.730	-1.20%
Wesfarmers	AU000000WES1	5.01	70.910	+0.35%
ANZ Holdings	AU000000ANZ3	4.47	29.075	+0.99%
Sonic Healthcare	AU000000SHL7	3.62	26.79	+0.64%
Premier Investments	AU000000PMV2	3.54	29.88	+0.23%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
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
The Trust Company Income Fund	166.44M	7.33	10.81	8.87

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual Wholesa.	1.570	+0.010	+0.83%