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Perpetual WealthFocus Investment Advantage - Perpetual Geared Australian Fund

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PWTPEGA:AU
0.7920
AUD
0.0070
0.88%
As of 00:59:30 ET on 07/28/2015.
Fund Type
Unit Trust
52Wk Range
0.7480 - 1.9840
1 Yr Return
-8.54%
YTD Return
3.69%
Previous Close
0.80
52Wk Range
0.75 - 1.98
1 Yr Return
-8.54%
YTD Return
3.69%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/28/2015)
0.792024
Total Assets (m AUD) (on 06/28/2013)
50.237
Inception Date
11/10/2008
Last Dividend (on 07/01/2015)
0.83846564
Dividend Indicated Gross Yield
211.73%
Fund Managers
MATTHEW WILLIAMS "MATT"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.95%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
National Australia Bank Ltd 349.76 k 11.65 m 9.60
Westpac Banking Corp 362.38 k 11.65 m 9.60
Commonwealth Bank of Australia 98.37 k 8.37 m 6.90
BHP Billiton Ltd 305.08 k 8.25 m 6.80
Wesfarmers Ltd 202.11 k 7.89 m 6.50
Aurizon Holdings Ltd 922.62 k 4.73 m 3.90
Rio Tinto Ltd 83.54 k 4.49 m 3.70
Suncorp Group Ltd 334.35 k 4.49 m 3.70
Australia & New Zealand Bankin 131.91 k 4.25 m 3.50
Reece Australia Ltd 122.37 k 4.25 m 3.50
Profile
Perpetual WealthFocus Investment Advantage - Perpetual Geared Australian Fund 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.
ADDRESS
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
PHONE
Tel: 61-2-9229-9633