- Fund Type: Unit Trust
- Objective: Sector Fund-Undefined Equity
- Asset Class: Equity
- Geographic Focus: Australia
Perpetual WealthFocus Investment Advantage - Perpetuals Geared Australian
+ Add to WatchlistPWTPEGA:AU
1.82 AUD 0.000.26%As of 00:59:30 ET on 05/22/2013.
Snapshot for Perpetual WealthFocus Investment Advantage - Perpetuals Geared Australian (PWTPEGA)
| Year To Date: | +31.19% | 3-Month: | +9.16% | 3-Year: | +23.45% | 52-Week Range: | 0.98 - 1.85 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +12.72% | 1-Year: | +80.30% | 5-Year: | - | Beta vs AS51: | 1.72 |
Fund Profile & Information for PWTPEGA
Perpetual WealthFocus Investment Advantage - Perpetuals Geared Australian is a unit trust incorporated in Australia. The objective of the Fund is to enhance long-term capital growth. The Fund invests in quality Australian industrial and resource equities and uses gearing strategies with the aim of enhancing long-term returns."
| Inception Date: | 11-10-2008 | Telephone: | 61-2-9229-9817 |
|---|---|---|---|
| Managers: | MATTHEW WILLIAMS "MATT" / JOHN HARBOT | ||
| Web Site: | www.perpetual.com.au | ||
Fundamentals for PWTPEGA
| NAV | (on 2013-05-22) 1.82 |
|---|---|
| Assets (M) | (on 2013-03-29) 51.67 |
| Fund Leveraged | Y |
| Fund Leverage Percent | Y |
| Minimum Investment | 2,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for PWTPEGA
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2013-01-02) 0.04 |
| Dividend Yield (ttm) | 6.41 |
Fees & Expenses for PWTPEGA
| Front Load | - |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.95 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for PWTPEGA
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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