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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Lazard Select Australian Equity I Cl5/Australia Large Value13.61
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 Concentrated Equity5/Australia Large Value976.20
Perpetual Wholesale Ethical SRI5/Australia Large Value741.15
Sandhurst Prof IML Industrial Share5/Australia Large Value3.88
Lazard Select Australian Equity W Cl4/Australia Large Value89.10
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value23.78
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 Industrial4/Australia Large Value2,284.32
SSgA Australian Managed Volatility Alpha4/Australia Large Value7.60
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value295.12
Sandhurst IML Industrial Share4/Australia Large Value170.39
MLC UT/MKey InvSer Income Builder3/Australia Large Value757.54
MLC Wholesale IncomeBuilderTM3/Australia Large Value508.53
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value318.49
Maple-Brown Abbott Australian Equity3/Australia Large Value530.96
Maple-Brown Abbott Sharemarket W3/Australia Large Value15.13
Nikko AM Tyndall Australian Share Income3/Australia Large Value101.61
Nikko AM Tyndall Australian Share Value3/Australia Large Value82.13
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Lazard Select Australian Equity I Cl30 Sep 20144.529.8621.5911.444.54
Perpetual W Share Plus L/S30 Sep 20145.2113.1321.7913.606.98
Perpetual WFIA-Perpetual Ethical SRI30 Sep 20140.314.7221.8712.49-
Perpetual WFIA-Perpetual Share Plus L/S30 Sep 20144.6311.9420.5912.55-
Perpetual Wholesale Concentrated Equity30 Sep 20142.628.0617.8110.555.51
Perpetual Wholesale Ethical SRI30 Sep 20140.915.9123.2113.567.11
Sandhurst Prof IML Industrial Share30 Sep 20142.197.9418.9911.085.24
Lazard Select Australian Equity W Cl30 Sep 20144.459.7021.4111.274.39
OnePath OA IP-Perpetual Australian Sh EF30 Sep 2014-0.993.7514.798.262.99
Perpetual WFI-Perpetual Indl Shr30 Sep 20141.987.0719.279.043.63
Perpetual WFIA-Perpetual Aus Shr30 Sep 2014-0.913.9015.028.493.17
Perpetual WFIA-Perpetual Concntr Eq30 Sep 20142.157.0916.729.57-
Perpetual WFIA-Perpetual Indl Shr30 Sep 20141.796.8219.178.993.51
Perpetual Wholesale Australian30 Sep 2014-0.305.0516.189.524.14
Perpetual Wholesale Industrial30 Sep 20142.337.9720.3810.054.58
SSgA Australian Managed Volatility Alpha30 Sep 20144.8610.2916.219.29-
Sandhurst BMF-Sandhurst Ind Share30 Sep 20141.927.3018.1210.154.34
Sandhurst IML Industrial Share30 Sep 20141.667.6919.1711.335.54
MLC UT/MKey InvSer Income Builder30 Sep 20141.796.6317.347.092.18
MLC Wholesale IncomeBuilderTM30 Sep 20142.427.9318.508.153.18
Maple-Brown Abbott Aus Shr Wholesale30 Sep 20141.316.1815.986.412.94
Maple-Brown Abbott Australian Equity30 Sep 20141.116.3716.566.853.18
Maple-Brown Abbott Sharemarket W30 Sep 20141.886.5216.526.763.15
Nikko AM Tyndall Australian Share Income30 Sep 20144.158.5816.517.04-
Nikko AM Tyndall Australian Share Value30 Sep 20141.475.7915.296.371.97
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Lazard Select Australian Equity I Cl1.3781.37217 Oct 2014Quarterly
Perpetual W Share Plus L/S2.6422.63217 Oct 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.7211.71517 Oct 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5331.52717 Oct 20146 Monthly
Perpetual Wholesale Concentrated Equity1.8081.80317 Oct 20146 Monthly
Perpetual Wholesale Ethical SRI1.9181.91217 Oct 20146 Monthly
Sandhurst Prof IML Industrial Share--1.15116 Oct 20146 Monthly
Lazard Select Australian Equity W Cl1.3821.37617 Oct 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.1591.15615 Oct 2014Monthly
Perpetual WFI-Perpetual Indl Shr1.7961.79117 Oct 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr2.9922.98317 Oct 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.2901.28617 Oct 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.3842.37717 Oct 2014Quarterly
Perpetual Wholesale Australian1.7111.70617 Oct 20146 Monthly
Perpetual Wholesale Industrial1.5431.53817 Oct 20146 Monthly
SSgA Australian Managed Volatility Alpha1.1771.16916 Oct 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.8881.87817 Oct 20146 Monthly
Sandhurst IML Industrial Share1.5251.51717 Oct 20146 Monthly
MLC UT/MKey InvSer Income Builder2.6452.63717 Oct 2014Quarterly
MLC Wholesale IncomeBuilderTM1.8291.82417 Oct 2014Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.2101.20517 Oct 2014Quarterly
Maple-Brown Abbott Australian Equity1.2911.28617 Oct 2014Quarterly
Maple-Brown Abbott Sharemarket W0.9840.98017 Oct 2014Quarterly
Nikko AM Tyndall Australian Share Income1.3681.36017 Oct 2014Quarterly
Nikko AM Tyndall Australian Share Value0.8510.84617 Oct 20146 Monthly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
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 Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
OnePath OA IP-Perpetual Australian Sh EF1,000RetailInvestment TrustsOpen9000
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 Industrial25,000RetailInvestment TrustsOpen4362
SSgA Australian Managed Volatility Alpha2,000,000 W'sale Investment TrustsOpen19501
Sandhurst BMF-Sandhurst Ind Share2,000RetailInvestment TrustsOpen5809
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
Nikko AM Tyndall Australian Share Income50,000 W'sale Investment TrustsOpen16966
Nikko AM Tyndall Australian Share Value20,000 W'sale Investment TrustsOpen269
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