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Perpetual WealthFocus Investment Advantage - Perpetual Geared Australian Fund

PWTPEGA:AU
0.7634
AUD
0.0028
0.37%
As of 12:59 AM EST 2/21/2017
Fund Type
Unit Trust
52Wk Range
0.5948 - 0.7832
1 Yr Return
28.54%
YTD Return
1.03%
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Previous Close
0.7605
52Wk Range
0.5948 - 0.7832
1 Yr Return
31.51%
YTD Return
1.03%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 02/21/2017)
0.763368
Total Assets (m AUD) (on 09/30/2016)
55.725
Inception Date
11/10/2008
Last Dividend (on 12/30/2016)
0.01915094
Dividend Indicated Gross Yield
5.02%
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
161.23 k 13.17 m 11.10
385.72 k 9.49 m 8.00
250.61 k 7.95 m 6.70
238.92 k 7.00 m 5.90
917.09 k 5.34 m 4.50
996.32 k 4.98 m 4.20
1.85 m 4.98 m 4.20
140.78 k 4.27 m 3.60
151.38 k 4.03 m 3.40
1.05 m 3.80 m 3.20
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