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Perpetual Global Allocation Alpha (LP63512119)

Sydney

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1.834 +0.005 +0.26%

29/01 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 62.97M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00662

Asset Class: Equity

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LP63512119 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual Wholesale Split Growth Fund (LP63512119) fund. Our Perpetual Wholesale Split Growth 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	11.640	11.740	0.100
Stocks	88.360	88.360	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.554	17.191
Price to Book	2.167	2.899
Price to Sales	1.355	1.969
Price to Cash Flow	9.187	10.954
Dividend Yield	2.905	2.229
5 Years Earnings Growth	9.969	11.313

Sector Allocation

Name	Net %	Category Average
Healthcare	14.570	13.025
Technology	13.710	19.927
Financial Services	13.250	16.045
Industrials	10.850	10.845
Consumer Cyclical	9.380	11.576
Consumer Defensive	9.270	9.878
Basic Materials	7.960	5.754
Energy	7.900	5.715
Communication Services	6.420	7.734
Utilities	3.800	2.345
Real Estate	2.880	2.084

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 331

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	24.89	111.64	+0.32%
Merck&Co	US58933Y1055	1.37	98.95	+0.68%
Comcast	US20030N1019	1.24	33.25	-11.00%
Microsoft	US5949181045	1.03	414.99	-6.18%
Qualcomm	US7475251036	1.00	171.93	+0.13%
CRH	IE0001827041	0.92	7,982.0	-0.30%
Danone	FR0000120644	0.85	67.88	+1.40%
Wells Fargo&Co	US9497461015	0.83	78.82	+0.57%
Seven & i Holdings	JP3422950000	0.82	2,448.0	+0.33%
BAE Systems	GB0002634946	0.81	1,208.50	+1.09%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	22.72	10.33	7.54
Perpetual W Share Plus L S	989.49M	12.70	9.44	8.55
Perpetual Wholesale Ethical SRI Fun	636.58M	12.47	5.96	8.43
AU60PER00498	510.44M	8.69	5.08	6.84
Perpetual WFI Perpetual Int Shr	188.75M	19.43	11.08	11.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual Wholesa.	1.834	+0.005	+0.26%