- Fund Type: Open-End Fund
- Objective: Growth
- Asset Class: Equity
- Geographic Focus: Australia
Perpetual WealthFocus Super Plan - Geared Australian Fund
+ Add to WatchlistPERWSGA:AU
3.42 AUD 0.13 3.68%As of 00:59:30 ET on 05/23/2013.
Snapshot for Perpetual WealthFocus Super Plan - Geared Australian Fund (PERWSGA)
| Year To Date: | +24.80% | 3-Month: | +5.04% | 3-Year: | +22.74% | 52-Week Range: | 1.88 - 3.61 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +5.99% | 1-Year: | +72.40% | 5-Year: | +2.00% | Beta vs AS51: | 1.63 |
Fund Profile & Information for PERWSGA
Perpetual WealthFocus Super Plan - Geared Australian Fund is a superannuation 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: | 10-22-2003 | Telephone: | 61-2-9229-9817 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.perpetual.com.au | ||
Fundamentals for PERWSGA
| NAV | (on 2013-05-23) 3.42 |
|---|---|
| Assets (M) | (on 2013-03-29) 49.80 |
| Fund Leveraged | Y |
| Fund Leverage Percent | Y |
| Minimum Investment | 2,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for PERWSGA
No dividends reported
Fees & Expenses for PERWSGA
| 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 PERWSGA
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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