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    Fund

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

    1.17 0.00(0.00%) Mar 30
    Prev Close:1.17
    YTD Return*:3.38%
    Net Assets*:3.15M
    Yield*:8.41%

    * As of 30-Apr-16

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

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

    Top Holdings

    Symbol% AssetsYTD Return %
    RSMDF3.65N/A
    JBH.AX3.45N/A
    ASXFF.AX3.37N/A
    TTRAF.AX3.29N/A
    SYKWF.NZ3.16N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.15M
    Category:Equity Australia Large Blend
    Annual Report Expense Ratio (net):NaN%

    Performance & Risk

    YTD Return:3.38%
    5y Avg Return:5.26%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.9%
    Beta (3y):0.88
    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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