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Wealthfocus Barrow Hanley Global Share (LP63511451)

Sydney

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2.673 -0.005 -0.18%

15/05 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 189.47M

Type: Fund

Market: Australia

Issuer: Perpetual Investment Management Ltd

ISIN: AU60PER00316

Asset Class: Equity

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LP63511451 Holdings

Comprehensive information about top holdings and Key Holding Information for the Perpetual WFI-Perpetual Int Shr (LP63511451) fund. Our Perpetual WFI-Perpetual Int Shr portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	4.360	4.360	0.000
Stocks	95.640	95.640	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.929	13.304
Price to Book	1.837	1.994
Price to Sales	1.066	1.196
Price to Cash Flow	9.175	7.938
Dividend Yield	2.671	2.503
5 Years Earnings Growth	11.140	11.109

Sector Allocation

Name	Net %	Category Average
Industrials	13.890	10.643
Healthcare	13.430	10.975
Basic Materials	12.780	8.212
Consumer Cyclical	11.020	12.542
Financial Services	10.650	15.366
Consumer Defensive	10.220	7.988
Energy	7.310	6.229
Technology	6.900	17.010
Utilities	6.270	3.799
Communication Services	4.680	7.494
Real Estate	2.860	1.409

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 63

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Comcast	US20030N1019	3.36	39.25	-1.13%
Merck&Co	US58933Y1055	3.04	131.74	+2.39%
Qualcomm	US7475251036	2.67	194.61	+2.98%
Aramark Holdings	US03852U1060	2.66	33.63	-0.15%
CRH	IE0001827041	2.64	6,766.0	+2.27%
Seven & i Holdings	JP3422950000	2.63	2,023.0	+0.60%
Vertiv Holdings Co	US92537N1081	2.61	104.56	+5.91%
Danone	FR0000120644	2.51	59.66	+0.07%
BAE Systems	GB0002634946	2.48	1,364.00	+0.07%
National Grid	GB00BDR05C01	2.44	1,141.00	+0.40%

Top Equity Funds by Perpetual Investment Management Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Perpetual Wholesale Industrial Fund	1.09B	7.66	7.65	6.65
Perpetual W Share Plus L S	974.22M	7.04	10.42	8.59
Perpetual Wholesale Ethical SRI Fun	672.56M	8.03	8.44	8.34
AU60PER00498	531.72M	4.63	6.52	6.36
The Trust Company Income Fund	166.44M	6.26	9.20	8.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetual WFI-Per.	2.673	-0.005	-0.18%