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Perpetual WealthFocus Allocated Pension Plan - Perpetual SHARE-PLUS Long-Short

PERWASP:AU
4.3435
AUD
0.0230
0.53%
As of 12:59 AM EDT 6/28/2017
Fund Type
Open-End Pension
52Wk Range
3.7459 - 4.4086
1 Yr Return
15.95%
YTD Return
4.97%
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Previous Close
4.3205
52Wk Range
3.7459 - 4.4086
1 Yr Return
15.74%
YTD Return
4.97%
Fund Type
Open-End Pension
Objective
Long Short
Asset Class Focus
Alternative
Geographic Focus
Australia
NAV (on 06/28/2017)
4.343498
Total Assets (m AUD) (on 03/31/2017)
5.523
Inception Date
10/29/2003
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
4.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.20%
Expense Ratio
1.44%

Top Fund Holdings

Name Position Value % of Fund
4.99 k 397.44 k 7.20
14.20 k 369.84 k 6.70
10.14 k 309.12 k 5.60
8.47 k 237.36 k 4.30
12.60 k 231.84 k 4.20
Profile
Perpetual WealthFocus Allocated Pension Plan - Perpetual SHARE-PLUS Long-Short is a pension fund incorporated in Australia. The Fund aims to provide long-term capital growth and income through investment in quality industrial and resource shares and taking short positions in selected Australian shares.
Address
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9229-9633