• Fund Type: Unit Trust
  • Objective: Industrial Sector
  • Asset Class: Equity
  • Geographic Focus: Australia

Perpetual WealthFocus Investment Advantage - Perpetuals Geared Australian

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1.73 AUD 0.01 0.34%

As of 00:59:30 ET on 09/18/2014.

Snapshot for Perpetual WealthFocus Investment Advantage - Perpetuals Geared Australian (PWTPEGA)

Year To Date: +1.33% 3-Month: +4.19% 3-Year: +30.94% 52-Week Range: 1.68 - 2.14
1-Month: -5.50% 1-Year: +10.35% 5-Year: +15.01% Beta vs AS51: 1.71

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  • PWTPEGA:AU 1.73
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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
Web Site: www.perpetual.com.au

Fundamentals for PWTPEGA

NAV (on 2014-09-18) 1.73
Assets (M) (on 2013-06-28) 50.24
Fund Leveraged Y
Fund Leverage Percent Y
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for PWTPEGA

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2014-07-01) 0.32
Dividend Yield (ttm) 20.85

Fees & Expenses for PWTPEGA

Front Load 0.00
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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