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  • 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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PERWSGA:AU

5.11 AUD 0.14 2.63%

As of 00:59:30 ET on 03/26/2015.

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

Year To Date: +19.78% 3-Month: +21.12% 3-Year: +33.22% 52-Week Range: 3.82 - 5.29
1-Month: -1.84% 1-Year: +19.62% 5-Year: +16.69% Beta vs AS51: 1.73

Mutual Fund Chart for PERWSGA

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  • PERWSGA:AU 5.11
  • 1M
  • 1Y
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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 2015-03-26) 5.11
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 3.38
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 1.95

Top Fund Holdings for PERWSGA

Filing Date: 02/28/2015
Name Position Value % of Total
Westpac Banking Corp 370,274 14,070,420 23.400%
National Australia Bank Ltd 306,203 11,605,090 19.300%
BHP Billiton Ltd 317,216 10,402,490 17.300%
Commonwealth Bank of Australia 97,469 8,959,370 14.900%
Telstra Corp Ltd 1,010,033 6,433,910 10.700%
Wesfarmers Ltd 138,498 6,073,130 10.100%
Rio Tinto Ltd 95,612 6,013,000 10.000%
Aurizon Holdings Ltd 1,055,135 4,990,790 8.300%
Crown Resorts Ltd 298,685 4,569,880 7.600%
Australia & New Zealand Bankin 125,909 4,449,620 7.400%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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