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

Perpetual WealthFocus Super Plan - Geared Australian Fund

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4.60 AUD 0.000.00%

As of 00:59:30 ET on 09/12/2014.

Snapshot for Perpetual WealthFocus Super Plan - Geared Australian Fund (PERWSGA)

Year To Date: +7.53% 3-Month: +7.78% 3-Year: +35.34% 52-Week Range: 3.82 - 4.81
1-Month: -0.33% 1-Year: +15.78% 5-Year: +18.23% Beta vs AS51: 1.70

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  • PERWSGA:AU 4.50
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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 2014-09-15) 4.50
Assets (M) (on 2013-06-28) 48.03
Fund Leveraged Y
Fund Leverage Percent Y
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for PERWSGA

No dividends reported

Fees & Expenses for PERWSGA

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.20
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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