Error: Could not add to watchlist. X

Perpetual WealthFocus Super Plan - Perpetual Geared Australian Fund

+ Watchlist
PERWSGA:AU
3.8163
AUD
0.0969
2.48%
As of 00:59:30 ET on 09/03/2015.
Fund Type
Unit Trust
52Wk Range
3.6690 - 5.2950
1 Yr Return
-18.80%
YTD Return
-10.62%
Previous Close
3.9132
52Wk Range
3.6690 - 5.2950
1 Yr Return
-18.80%
YTD Return
-10.62%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 09/03/2015)
3.816304
Total Assets (m AUD) (on 06/28/2013)
48.027
Inception Date
10/22/2003
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
1.95%
Top Fund Holdings
Name Position Value % of Fund
National Australia Bank Ltd 165.72 k 5.52 m 9.60
Westpac Banking Corp 171.70 k 5.52 m 9.60
Commonwealth Bank of Australia 46.61 k 3.97 m 6.90
BHP Billiton Ltd 144.55 k 3.91 m 6.80
Wesfarmers Ltd 95.76 k 3.74 m 6.50
Aurizon Holdings Ltd 437.13 k 2.24 m 3.90
Rio Tinto Ltd 39.58 k 2.13 m 3.70
Suncorp Group Ltd 158.41 k 2.13 m 3.70
Australia & New Zealand Bankin 62.50 k 2.01 m 3.50
Reece Australia Ltd 57.98 k 2.01 m 3.50
Profile
Perpetual WealthFocus Super Plan - Perpetual Geared Australian Fund is a unit trust 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