- Fund Type: Open-End Pension
- Objective: Growth
- Asset Class: Equity
- Geographic Focus: Australia
Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund
+ Add to WatchlistPERWAGA:AU
3.25 AUD 0.06 1.92%As of 00:59:30 ET on 06/19/2013.
Snapshot for Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund (PERWAGA)
| Year To Date: | +15.76% | 3-Month: | -3.57% | 3-Year: | +16.82% | 52-Week Range: | 1.86 - 3.69 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -12.90% | 1-Year: | +62.49% | 5-Year: | +3.38% | Beta vs AS51: | 1.70 |
Fund Profile & Information for PERWAGA
Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund is an allocated pension fund incorporated in Australia. The objective of the Fund is to enhance long-term capital growth through gearing. The Fund invests in the equity securities of Australian industrial and resource companies and will utilize gearing levels ranging from 0%-60% of total gross value of assets.
| Inception Date: | 10-29-2003 | Telephone: | 61-2-9229-9817 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.perpetual.com.au | ||
Fundamentals for PERWAGA
| NAV | (on 2013-06-19) 3.25 |
|---|---|
| Assets (M) | (on 2013-03-29) 4.74 |
| Fund Leveraged | Y |
| Fund Leverage Percent | Y |
| Minimum Investment | 20,000.00 |
| Minimum Subsequent Investment | 20,000.00 |
Dividends for PERWAGA
No dividends reported
Fees & Expenses for PERWAGA
| Front Load | 4.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 3.41 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 1.95 |
Top Fund Holdings for PERWAGA
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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