ASX - Delayed Quote • AUD
Perpetual WFIA-Ausbil Aust Actv Eq (PER0450AU.AX)
At close: July 9 at 11:00 PM GMT+10
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0.0000 - YTD Return 0.42%
- Expense Ratio 0.00%
- Category Equity Australia Large Growth
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 10.64M
- Beta (5Y Monthly) 1.02
- Yield 6.55%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.00
- Inception Date Nov 10, 2008
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.
Perpetual Superannuation Limited
Fund Family
Equity Australia Large Growth
Fund Category
10.64M
Net Assets
2008-11-10
Inception Date
Performance Overview: PER0450AU.AX
Trailing returns as of 4/30/2016. Category is Equity Australia Large Growth.
Holdings: PER0450AU.AX
Top 10 Holdings (56.29% of Total Assets)
Sector Weightings
SectorPER0450AU.AX
Financial Services 37.26%
Basic Materials 16.94%
Industrials 7.92%
Consumer Defensive 7.00%
Energy 6.75%
Communication Services 6.69%
Healthcare 5.30%
Technology 4.94%
Real Estate 4.51%
Consumer Cyclical 2.69%
Utilities 0.00%
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