Error: Could not add to watchlist. X
+ Watchlist

Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund

PERWAGA:AU
5.4793
AUD
0.0615
1.13%
As of 12:59 AM EDT 5/24/2017
Fund Type
Open-End Pension
52Wk Range
4.0676 - 5.8090
1 Yr Return
13.04%
YTD Return
4.02%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
5.4179
52Wk Range
4.0676 - 5.8090
1 Yr Return
17.53%
YTD Return
4.02%
Fund Type
Open-End Pension
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 05/24/2017)
5.479344
Total Assets (m AUD) (on 03/31/2017)
5.680
Inception Date
10/29/2003
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.20%
Expense Ratio
1.25%

Top Fund Holdings

Name Position Value % of Fund
6.82 k 596.40 k 10.50
16.69 k 448.72 k 7.90
12.68 k 431.68 k 7.60
10.86 k 346.48 k 6.10
43.85 k 244.24 k 4.30
10.06 k 238.56 k 4.20
81.98 k 238.56 k 4.20
7.06 k 232.88 k 4.10
49.91 k 193.12 k 3.40
34.34 k 147.68 k 2.60
Profile
Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund is a pension fund incorporated in Australia. The objective of the Fund is to enhance long-term capital growth through gearing. The Fund invests in the equity securities of Australian industrial and resource companies and will utilize gearing levels ranging from 0%-60% of total gross value of assets.
Address
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9229-9633