• 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

3.94 AUD 0.09 2.37%

As of 00:59:30 ET on 12/18/2014.

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

Year To Date: -10.01% 3-Month: -12.86% 3-Year: +24.39% 52-Week Range: 3.82 - 4.81
1-Month: -12.43% 1-Year: -0.07% 5-Year: +13.00% Beta vs AS51: 1.73

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  • PERWSGA:AU 3.94
  • 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 2014-12-18) 3.94
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: 11/30/2014
Name Position Value % of Total
Westpac Banking Corp 403,351 13,129,080 22.200%
National Australia Bank Ltd 319,283 10,408,640 17.600%
BHP Billiton Ltd 323,243 9,994,660 16.900%
Commonwealth Bank of Australia 106,968 8,634,440 14.600%
Telstra Corp Ltd 1,174,485 6,682,820 11.300%
Wesfarmers Ltd 147,065 6,091,420 10.300%
Rio Tinto Ltd 96,065 5,677,440 9.600%
Aurizon Holdings Ltd 1,193,063 5,500,020 9.300%
Crown Resorts Ltd 320,787 4,612,920 7.800%
Australia & New Zealand Bankin 135,251 4,317,220 7.300%

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

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