• 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

4.38 AUD 0.02 0.37%

As of 00:59:30 ET on 10/29/2014.

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

Year To Date: +2.31% 3-Month: -7.78% 3-Year: +26.56% 52-Week Range: 3.82 - 4.81
1-Month: +5.57% 1-Year: +4.03% 5-Year: +16.51% Beta vs AS51: 1.71

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  • PERWSGA:AU 4.38
  • 1M
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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 2014-10-29) 4.38
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

Filing Date: 09/30/2014
Name Position Value % of Total
Westpac Banking Corp 176,647 5,677,440 9.600%
BHP Billiton Ltd 141,433 4,790,340 8.100%
National Australia Bank Ltd 138,127 4,494,640 7.600%
Commonwealth Bank of Australia 49,486 3,725,820 6.300%
Telstra Corp Ltd 602,558 3,193,560 5.400%
Wesfarmers Ltd 64,527 2,720,440 4.600%
Aurizon Holdings Ltd 548,318 2,483,880 4.200%
Rio Tinto Ltd 41,690 2,483,880 4.200%
Reece Australia Ltd 57,650 1,892,480 3.200%
Crown Resorts Ltd 132,851 1,833,340 3.100%

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

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