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Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund

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PERWAGA:AU
4.0467
AUD
0.0351
0.86%
As of 12:59 AM EST on 2/8/2016.
Fund Type
Open-End Pension
52Wk Range
3.7931 - 5.5923
1 Yr Return
-22.52%
YTD Return
-12.31%
Previous Close
4.0819
52Wk Range
3.7931 - 5.5923
1 Yr Return
-23.05%
YTD Return
-12.31%
Fund Type
Open-End Pension
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 02/08/2016)
4.046737
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
1.98%
Expense Ratio
0.03%
Top Fund Holdings
Name Position Value % of Fund
Commonwealth Bank of Australia 4.98 k 426.36 k 7.60
Woolworths Ltd 17.17 k 420.75 k 7.50
National Australia Bank Ltd 12.63 k 381.48 k 6.80
Westpac Banking Corp 9.86 k 330.99 k 5.90
Tatts Group Ltd 47.28 k 207.57 k 3.70
BHP Billiton Ltd 10.99 k 196.35 k 3.50
Caltex Australia Ltd 5.06 k 190.74 k 3.40
Premier Investments Ltd 13.43 k 190.74 k 3.40
Reece Ltd 5.25 k 179.52 k 3.20
Insurance Australia Group Ltd 30.27 k 168.30 k 3.00
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