- Fund Type: Open-End Pension
- Objective: Growth
- Asset Class: Equity
- Geographic Focus: Australia
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian
+ Add to WatchlistPWTGEAU:AU
3.61 AUD 0.04 1.05%As of 00:59:30 ET on 05/16/2013.
Snapshot for Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian (PWTGEAU)
| Year To Date: | +31.15% | 3-Month: | +7.72% | 3-Year: | +21.19% | 52-Week Range: | 1.82 - 3.69 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +11.97% | 1-Year: | +76.54% | 5-Year: | +2.24% | Beta vs AS51: | 1.70 |
Fund Profile & Information for PWTGEAU
Perpetual WealthFocus Term Allocated Pension -Perpetual Geared Australian is an open-end pension fund incorporated in Australia. The aim of the Fund is long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares and other securities.
| Inception Date: | 10-05-2004 | Telephone: | 61-2-9229-9817 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.perpetual.com.au | ||
Fundamentals for PWTGEAU
| NAV | (on 2013-05-16) 3.61 |
|---|---|
| Assets (M) | (on 2013-03-29) 0.33 |
| Fund Leveraged | N |
| Minimum Investment | 5,000.00 |
| Minimum Subsequent Investment | 20,000.00 |
Dividends for PWTGEAU
No dividends reported
Fees & Expenses for PWTGEAU
| Front Load | - |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 3.36 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for PWTGEAU
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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