ASX - Delayed Quote • AUD
Perpetual WFIA-Ausbil Aust Actv Eq (16836.AX)
At close: July 9 at 11:00 PM GMT+10
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.65% |
| Worst 1Y Total Return | -11.63% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 16836.AX | Category Average | 16836.AX | Category Average | 16836.AX | Category Average | |
| Alpha | -0.13 | -0.01 | -0.69 | -0 | -- | 0 |
| BETA | 1.02 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.54 | 0.01 | -- | 0 |
| R-squared | 96.78 | 0.88 | 97.68 | 0.88 | -- | 0.92 |
| Standard Deviation | 13.15 | 0.13 | 13.28 | 0.12 | -- | 0.15 |
| Sharpe Ratio | 0.24 | 0 | 0.26 | 0.01 | -- | 0 |
| Treynor Ratio | 2.34 | 0.05 | 2.64 | 0.08 | -- | 0 |
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