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Perpetual WealthFocus Investment Advantage - Perpetual Geared Australian Fund

PWTPEGA:AU
0.7668
AUD
0.0045
0.59%
As of 12:59 AM EDT 5/23/2017
Fund Type
Unit Trust
52Wk Range
0.6156 - 0.8228
1 Yr Return
9.15%
YTD Return
1.49%
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Previous Close
0.7713
52Wk Range
0.6156 - 0.8228
1 Yr Return
11.26%
YTD Return
1.49%
Fund Type
Unit Trust
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 05/23/2017)
0.766824
Total Assets (m AUD) (on 03/31/2017)
58.333
Inception Date
11/10/2008
Last Dividend (on 12/30/2016)
0.01915094
Dividend Indicated Gross Yield
4.99%
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
3.35%

Top Fund Holdings

Name Position Value % of Fund
70.08 k 6.12 m 10.50
171.44 k 4.61 m 7.90
130.26 k 4.43 m 7.60
111.53 k 3.56 m 6.10
450.33 k 2.51 m 4.30
103.29 k 2.45 m 4.20
841.92 k 2.45 m 4.20
72.54 k 2.39 m 4.10
512.53 k 1.98 m 3.40
352.71 k 1.52 m 2.60
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