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Perpetual WealthFocus Investment Advantage - Perpetual Geared Australian Fund

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PWTPEGA:AU
0.5771
AUD
0.0400
6.48%
As of 12:59 AM EST on 2/9/2016.
Fund Type
Unit Trust
52Wk Range
0.5771 - 1.9840
1 Yr Return
-31.35%
YTD Return
-23.53%
Previous Close
0.6170
52Wk Range
0.5771 - 1.9840
1 Yr Return
-32.24%
YTD Return
-23.53%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 02/09/2016)
0.57706
Total Assets (m AUD) (on 06/28/2013)
50.237
Inception Date
11/10/2008
Last Dividend (on 12/31/2015)
0.0328361
Dividend Indicated Gross Yield
11.38%
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
1.98%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
Commonwealth Bank of Australia 105.37 k 9.01 m 7.60
Woolworths Ltd 363.00 k 8.89 m 7.50
National Australia Bank Ltd 267.00 k 8.06 m 6.80
Westpac Banking Corp 208.47 k 7.00 m 5.90
Tatts Group Ltd 999.42 k 4.39 m 3.70
BHP Billiton Ltd 232.38 k 4.15 m 3.50
Caltex Australia Ltd 106.94 k 4.03 m 3.40
Premier Investments Ltd 283.92 k 4.03 m 3.40
Reece Ltd 110.98 k 3.79 m 3.20
Insurance Australia Group Ltd 639.82 k 3.56 m 3.00
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