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More On 16796.AX

Perpetual WFIA-Ibbotson Aust Shrs Actv (16796.AX)

1.17 0.00(0.00%) Mar 30
Prev Close:1.17
YTD Return*:6.46%
Net Assets*:7.74M
Yield*:5.85%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in AUD.

Headlines

  • No Headlines available for 16796.AX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BHPLF.AX4.325.71
ANEWF.AX3.4313.13
NAUBF.AX3.276.84
RTNTF.AX3.142.57
QBEIF.AX3.043.23

Fund Basics

Morningstar Overall Rating:
Total Assets:7.74M
Category:Equity Australia Large Blend
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:6.46%
5y Avg Return:8.10%
Rank in Category (ytd):41
% Rank in Category (ytd):12.5%
Beta (3y):0.92
Morningstar Risk Rating:1

Fund Summary

Aims to produce superior long-term returns whilst reducing volatility of short-term returns relative to the performance benchmark. To achieve this aim, Ibbotson seeks to appoint superior and complementary active underlying managers to manage the assets of the fund. These managers are each expected to deliver superior long-term performance, however they are expected to deliver their outperformance during different phases of the market cycle. View More
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