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Fund Screener

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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
EQT Australian Equity Income Fund5/Australia Large Value56.46
Lazard Select Australian Equity I Cl5/Australia Large Value14.24
Perpetual W Share Plus L/S5/Australia Large Value438.49
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value24.75
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value10.15
Perpetual Wholesale Ethical SRI5/Australia Large Value741.15
Sandhurst IML Industrial Share5/Australia Large Value167.32
Sandhurst Prof IML Industrial Share5/Australia Large Value4.36
Investors Mutual Concentrated Aus Share4/Australia Large Value3.12
Investors Mutual WS Industrial Share4/Australia Large Value241.74
Lazard Australian Equity I4/Australia Large Value127.44
Lazard Australian Equity W4/Australia Large Value14.26
Lazard Select Australian Equity W Cl4/Australia Large Value90.25
Maple-Brown Abbott Australian Equity4/Australia Large Value507.83
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value24.43
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,172.85
Perpetual WFIA-Perpetual Aus Shr4/Australia Large Value167.98
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.42
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value412.89
Perpetual Wholesale Australian4/Australia Large Value1,597.08
Perpetual Wholesale Concentrated Equity4/Australia Large Value976.20
Perpetual Wholesale Industrial4/Australia Large Value2,961.67
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value294.88
EQT MIR Wholesale Australian Equities3/Australia Large Value0.88
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
EQT Australian Equity Income Fund30 Jun 2014-----
Lazard Select Australian Equity I Cl30 Jun 20142.1313.6917.2415.343.82
Perpetual W Share Plus L/S30 Jun 20145.0022.2017.9517.407.73
Perpetual WFIA-Perpetual Ethical SRI30 Jun 20140.8117.1717.8819.65-
Perpetual WFIA-Perpetual Share Plus L/S30 Jun 20144.4520.9116.8116.30-
Perpetual Wholesale Ethical SRI30 Jun 20141.3618.4719.1920.787.39
Sandhurst IML Industrial Share30 Jun 20142.5513.7916.6015.215.37
Sandhurst Prof IML Industrial Share30 Jun 20142.9513.9716.2314.965.07
Investors Mutual Concentrated Aus Share30 Jun 20142.3811.6213.59--
Investors Mutual WS Industrial Share30 Jun 20143.1114.3316.6015.325.43
Lazard Australian Equity I30 Jun 20142.0414.8215.6114.743.94
Lazard Australian Equity W30 Jun 20141.9714.6715.4914.603.80
Lazard Select Australian Equity W Cl30 Jun 20142.0513.5217.0715.163.67
Maple-Brown Abbott Australian Equity30 Jun 20143.1017.8411.4311.523.72
OnePath OA IP-Perpetual Australian Sh EF30 Jun 20140.2216.8711.5812.743.90
PIC Wholesale Income Builder30 Jun 20144.0916.5915.2513.113.58
Perpetual WFI-Perpetual Indl Shr30 Jun 20143.7317.6516.1613.493.79
Perpetual WFIA-Perpetual Aus Shr30 Jun 20140.2717.1211.8413.024.03
Perpetual WFIA-Perpetual Concntr Eq30 Jun 20142.7618.1513.5113.11-
Perpetual WFIA-Perpetual Indl Shr30 Jun 20143.7517.7016.1913.483.70
Perpetual Wholesale Australian30 Jun 20140.7818.3312.8814.065.04
Perpetual Wholesale Concentrated Equity30 Jun 20143.2119.1914.5414.206.34
Perpetual Wholesale Industrial30 Jun 20144.2318.8017.3114.564.76
Sandhurst BMF-Sandhurst Ind Share30 Jun 20142.7213.3015.4814.004.17
EQT MIR Wholesale Australian Equities30 Jun 20141.5016.449.7910.560.36
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
EQT Australian Equity Income Fund1.6361.62624 Jul 2014Quarterly
Lazard Select Australian Equity I Cl1.4271.42124 Jul 2014Quarterly
Perpetual W Share Plus L/S2.7152.70424 Jul 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.7741.76824 Jul 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5791.57224 Jul 20146 Monthly
Perpetual Wholesale Ethical SRI1.9721.96624 Jul 20146 Monthly
Sandhurst IML Industrial Share1.5491.54124 Jul 20146 Monthly
Sandhurst Prof IML Industrial Share--1.14902 Jul 20146 Monthly
Investors Mutual Concentrated Aus Share1.3321.32524 Jul 20146 Monthly
Investors Mutual WS Industrial Share1.7061.69824 Jul 20146 Monthly
Lazard Australian Equity I1.2951.29024 Jul 2014Quarterly
Lazard Australian Equity W1.1041.10024 Jul 2014Quarterly
Lazard Select Australian Equity W Cl1.4311.42524 Jul 2014Quarterly
Maple-Brown Abbott Australian Equity1.3761.37024 Jul 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.2251.22122 Jul 2014Monthly
PIC Wholesale Income Builder1.8891.88424 Jul 2014Quarterly
Perpetual WFI-Perpetual Indl Shr1.8701.86424 Jul 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr3.1823.17324 Jul 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.3591.35424 Jul 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.4882.48124 Jul 2014Quarterly
Perpetual Wholesale Australian1.8161.81024 Jul 20146 Monthly
Perpetual Wholesale Concentrated Equity1.9001.89524 Jul 20146 Monthly
Perpetual Wholesale Industrial1.6071.60224 Jul 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9221.91324 Jul 20146 Monthly
EQT MIR Wholesale Australian Equities0.9260.92024 Jul 2014Annually
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
EQT Australian Equity Income Fund5,000RetailInvestment TrustsOpen40338
Lazard Select Australian Equity I Cl100,000 W'sale Investment TrustsOpen9323
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
Perpetual WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
Investors Mutual Concentrated Aus Share50,000 W'sale Investment TrustsOpen18953
Investors Mutual WS Industrial Share50,000 W'sale Investment TrustsOpen8742
Lazard Australian Equity I100,000 W'sale Investment TrustsOpen6837
Lazard Australian Equity W100,000 W'sale Investment TrustsOpen10700
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
OnePath OA IP-Perpetual Australian Sh EF1,000RetailInvestment TrustsOpen9000
PIC Wholesale Income Builder500,000 W'sale Investment TrustsOpen14820
Perpetual WFI-Perpetual Indl Shr2,000RetailInvestment TrustsOpen1820
Perpetual WFIA-Perpetual Aus Shr2,000RetailInvestment TrustsOpen3788
Perpetual WFIA-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen16807
Perpetual WFIA-Perpetual Indl Shr2,000RetailInvestment TrustsOpen3789
Perpetual Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Industrial25,000RetailInvestment TrustsOpen4362
Sandhurst BMF-Sandhurst Ind Share2,000RetailInvestment TrustsOpen5809
EQT MIR Wholesale Australian Equities20,000 W'sale Investment TrustsOpen11244
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