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

Perpetual WealthFocus Allocated Pension Plan - Geared Australian Fund

+ Add to Watchlist


4.70 AUD 0.11 2.21%

As of 00:59:30 ET on 09/15/2014.

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

Year To Date: +8.38% 3-Month: +8.38% 3-Year: +38.69% 52-Week Range: 3.93 - 5.03
1-Month: -0.02% 1-Year: +17.26% 5-Year: +20.27% Beta vs AS51: 1.77

Mutual Fund Chart for PERWAGA

No chart data available.
  • PERWAGA:AU 4.70
  • 1M
  • 1Y
Interactive PERWAGA Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

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 2014-09-15) 4.70
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.

Sponsored Link
Sponsored Links
sec ||= nil