Error: Could not add to watchlist. X

Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund

+ Watchlist
PERWAGA:AU
5.0082
AUD
0.0958
1.95%
As of 00:59:30 ET on 07/30/2015.
Fund Type
Open-End Pension
52Wk Range
3.9447 - 5.5923
1 Yr Return
2.46%
YTD Return
12.86%
Previous Close
4.91
52Wk Range
3.94 - 5.59
1 Yr Return
2.46%
YTD Return
12.86%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/30/2015)
5.008232
Total Assets (m AUD) (on 06/28/2013)
4.465
Inception Date
10/29/2003
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
3.38%
Expense Ratio
0.03%
Top Fund Holdings
Name Position Value % of Fund
Westpac Banking Corp 19.39 k 687.73 k 9.70
National Australia Bank Ltd 17.87 k 631.01 k 8.90
BHP Billiton Ltd 18.27 k 545.93 k 7.70
Commonwealth Bank of Australia 5.43 k 482.12 k 6.80
Wesfarmers Ltd 10.06 k 439.58 k 6.20
Telstra Corp Ltd 51.21 k 319.05 k 4.50
Aurizon Holdings Ltd 58.47 k 283.60 k 4.00
Rio Tinto Ltd 4.71 k 269.42 k 3.80
Australia & New Zealand Bankin 7.28 k 241.06 k 3.40
Tatts Group Ltd 56.16 k 226.88 k 3.20
Profile
Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund is a 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.
ADDRESS
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
PHONE
Tel: 61-2-9229-9633