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Perpetual WealthFocus Super Plan - Perpetual Geared Australian Fund

PERWSGA:AU
5.1039
AUD
0.0589
1.17%
As of 12:59 AM EDT 5/24/2017
Fund Type
Unit Trust
52Wk Range
3.9175 - 5.3709
1 Yr Return
11.20%
YTD Return
3.60%
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Previous Close
5.0450
52Wk Range
3.9175 - 5.3709
1 Yr Return
15.42%
YTD Return
3.60%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 05/24/2017)
5.103855
Total Assets (m AUD) (on 03/31/2017)
60.094
Inception Date
10/22/2003
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
1.95%
Expense Ratio
2.00%

Top Fund Holdings

Name Position Value % of Fund
72.19 k 6.31 m 10.50
176.60 k 4.75 m 7.90
134.18 k 4.57 m 7.60
114.89 k 3.67 m 6.10
463.89 k 2.58 m 4.30
106.40 k 2.52 m 4.20
867.28 k 2.52 m 4.20
74.73 k 2.46 m 4.10
527.97 k 2.04 m 3.40
363.33 k 1.56 m 2.60
Profile
Perpetual WealthFocus Super Plan - Perpetual Geared Australian Fund is a unit trust 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