• Fund Type: Open-End Pension
  • Objective: Industrial Sector
  • Asset Class: Equity
  • Geographic Focus: Australia

Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund

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PERWAGA:AU

4.84 AUD 0.02 0.45%

As of 00:59:30 ET on 07/22/2014.

Snapshot for Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund (PERWAGA)

Year To Date: +8.63% 3-Month: +5.46% 3-Year: +28.59% 52-Week Range: 3.49 - 4.81
1-Month: +9.30% 1-Year: +40.70% 5-Year: +26.63% Beta vs AS51: 1.77

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  • PERWAGA:AU 4.84
  • 1M
  • 1Y
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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 2014-07-21) 4.81
Assets (M) (on 2013-06-28) 4.47
Fund Leveraged Y
Fund Leverage Percent Y
Minimum Investment 5,000.00
Minimum Subsequent Investment 20,000.00

Dividends for PERWAGA

No dividends reported

Fees & Expenses for PERWAGA

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.20
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.03

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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