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Perpetual WealthFocus Super Plan - Perpetual Geared Australian Fund

PERWSGA:AU
4.6338
AUD
0.0382
0.83%
As of 12:59 AM EDT 7/21/2016
Fund Type
Unit Trust
52Wk Range
3.5394 - 4.8074
1 Yr Return
0.27%
YTD Return
5.21%
Previous Close
4.5956
52Wk Range
3.5394 - 4.8074
1 Yr Return
-3.92%
YTD Return
5.21%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 07/21/2016)
4.633792
Total Assets (m AUD) (on 06/30/2016)
51.491
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
1.98%
Expense Ratio
1.95%

Top Fund Holdings

Name Position Value % of Fund
48.76 k 3.78 m 7.10
161.08 k 3.56 m 6.70
111.65 k 3.03 m 5.70
106.44 k 2.71 m 5.10
81.42 k 2.50 m 4.70
150.38 k 2.34 m 4.40
175.27 k 2.18 m 4.10
266.58 k 2.07 m 3.90
305.00 k 2.07 m 3.90
60.14 k 1.97 m 3.70
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