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    Fund

    Perpetual WFIA-Ausbil Aust Actv Eq (16836.AX)

    1.23 0.00(0.00%) Mar 29
    Prev Close:1.23
    YTD Return*:9.19%
    Net Assets*:30.53M
    Yield*:5.33%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for 16836.AX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NAUBF.AX10.1411.81
    WEBNF.AX8.216.58
    CBAUF.AX8.025.44
    ANEWF.AX7.5410.77
    BHPLF.AX5.04-0.71

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:30.53M
    Category:Equity Australia Large Growth
    Annual Report Expense Ratio (net):NaN%

    Performance & Risk

    YTD Return:9.19%
    5y Avg Return:7.11%
    Rank in Category (ytd):71
    % Rank in Category (ytd):88.75%
    Beta (3y):1.01
    Morningstar Risk Rating:3

    Fund Summary

    The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions. View More
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