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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Lazard Select Australian Equity I Cl5/Australia Large Value20.12
Lazard Select Australian Equity W Cl5/Australia Large Value81.25
Millinium's MSF - Australian Equities5/Australia Large Value7.57
Perpetual W Share Plus L/S5/Australia Large Value721.91
Perpetual Wholesale Concentrated Equity5/Australia Large Value1,143.05
Perpetual Wholesale Ethical SRI5/Australia Large Value927.86
MLC Wholesale IncomeBuilderTM4/Australia Large Value581.82
Maple-Brown Abbott Australian Equity4/Australia Large Value513.80
Maple-Brown Abbott Sharemarket W4/Australia Large Value14.39
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,277.26
Perpetual WFIA-Perpetual Ethical SRI4/Australia Large Value28.96
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value449.63
Perpetual WFIA-Perpetual Share Plus L/S4/Australia Large Value15.28
Perpetual Wholesale Australian4/Australia Large Value1,712.04
Perpetual Wholesale Industrial4/Australia Large Value2,735.93
Sandhurst IML Industrial Share4/Australia Large Value187.70
Sandhurst Prof IML Industrial Share4/Australia Large Value3.35
State Street Australian Equity4/Australia Large Value88.10
MLC UT/MKey InvSer Income Builder3/Australia Large Value694.61
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value298.72
Maple-Brown Abbott Sharemarket3/Australia Large Value167.72
Nikko AM Tyndall Australian Share Income3/Australia Large Value115.60
Nikko AM Tyndall Australian Share Value3/Australia Large Value80.62
Nikko AM Tyndall Australian Share W Port3/Australia Large Value1,350.91
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Lazard Select Australian Equity I Cl31 May 201514.9818.1123.4316.469.25
Lazard Select Australian Equity W Cl31 May 201514.8917.9323.2416.299.09
Millinium's MSF - Australian Equities31 May 201512.1811.9022.95--
Perpetual W Share Plus L/S31 May 20156.4810.8622.6115.649.35
Perpetual Wholesale Concentrated Equity31 May 20159.439.7420.0912.998.41
Perpetual Wholesale Ethical SRI31 May 201513.1215.0223.3915.9012.76
MLC Wholesale IncomeBuilderTM31 May 201512.6215.1121.6912.868.19
Maple-Brown Abbott Australian Equity31 May 201511.7911.3419.6110.776.43
Maple-Brown Abbott Sharemarket W31 May 201512.1011.9319.5910.556.25
PIC Wholesale Income Builder31 May 201512.6215.1121.6612.928.29
Perpetual WFI-Perpetual Indl Shr31 May 20159.2711.4720.5012.828.05
Perpetual WFIA-Perpetual Ethical SRI31 May 201512.5113.7422.0314.63-
Perpetual WFIA-Perpetual Indl Shr31 May 20159.2811.2620.4112.777.95
Perpetual WFIA-Perpetual Share Plus L/S31 May 20155.979.7421.3914.59-
Perpetual Wholesale Australian31 May 20157.836.7618.0211.786.91
Perpetual Wholesale Industrial31 May 20159.8212.4421.6213.899.04
Sandhurst IML Industrial Share31 May 201510.0913.0320.3115.069.80
Sandhurst Prof IML Industrial Share31 May 20159.9213.6320.1014.789.52
State Street Australian Equity31 May 201512.1216.0117.9513.34-
MLC UT/MKey InvSer Income Builder31 May 201512.2013.9520.4811.707.16
Maple-Brown Abbott Aus Shr Wholesale31 May 201511.4610.6818.9410.145.78
Maple-Brown Abbott Sharemarket31 May 201511.3910.4618.039.084.83
Nikko AM Tyndall Australian Share Income31 May 201510.6912.2817.9210.39-
Nikko AM Tyndall Australian Share Value31 May 201510.8810.6917.7910.025.10
Nikko AM Tyndall Australian Share W Port31 May 201511.3111.3918.6210.705.81
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Lazard Select Australian Equity I Cl1.4991.49330 Jun 2015Quarterly
Lazard Select Australian Equity W Cl1.4981.49230 Jun 2015Quarterly
Millinium's MSF - Australian Equities1.3461.34630 Jun 2015Quarterly
Perpetual W Share Plus L/S2.7822.77130 Jun 20156 Monthly
Perpetual Wholesale Concentrated Equity1.8711.86530 Jun 20156 Monthly
Perpetual Wholesale Ethical SRI2.1132.10630 Jun 20156 Monthly
MLC Wholesale IncomeBuilderTM1.8431.83906 Jul 2015Quarterly
Maple-Brown Abbott Australian Equity1.2461.24106 Jul 2015Quarterly
Maple-Brown Abbott Sharemarket W1.0301.02530 Jun 2015Quarterly
PIC Wholesale Income Builder1.8431.83906 Jul 2015Quarterly
Perpetual WFI-Perpetual Indl Shr1.9041.89830 Jun 2015Quarterly
Perpetual WFIA-Perpetual Ethical SRI1.8841.87830 Jun 20156 Monthly
Perpetual WFIA-Perpetual Indl Shr2.5112.50330 Jun 2015Quarterly
Perpetual WFIA-Perpetual Share Plus L/S1.6051.59930 Jun 20156 Monthly
Perpetual Wholesale Australian1.7441.73930 Jun 20156 Monthly
Perpetual Wholesale Industrial1.6361.63130 Jun 20156 Monthly
Sandhurst IML Industrial Share1.6371.62930 Jun 20156 Monthly
Sandhurst Prof IML Industrial Share--1.24130 Jun 20156 Monthly
State Street Australian Equity1.2911.28306 Jul 20156 Monthly
MLC UT/MKey InvSer Income Builder2.6872.67906 Jul 2015Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.2421.23730 Jun 2015Quarterly
Maple-Brown Abbott Sharemarket1.0151.01530 Jun 2015Quarterly
Nikko AM Tyndall Australian Share Income1.3571.34903 Jul 2015Quarterly
Nikko AM Tyndall Australian Share Value0.9080.90203 Jul 20156 Monthly
Nikko AM Tyndall Australian Share W Port2.5132.49803 Jul 20156 Monthly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Lazard Select Australian Equity I Cl100,000 W'sale Investment TrustsOpen9323
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
Millinium's MSF - Australian Equities5,000RetailInvestment TrustsOpen19088
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
PIC Wholesale Income Builder500,000 W'sale Investment TrustsOpen14820
Perpetual WFI-Perpetual Indl Shr2,000RetailInvestment TrustsOpen1820
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
Perpetual WFIA-Perpetual Indl Shr2,000RetailInvestment TrustsOpen3789
Perpetual WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Industrial25,000RetailInvestment TrustsOpen4362
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
State Street Australian Equity2,000,000 W'sale Investment TrustsOpen19501
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Sharemarket0RetailInvestment TrustsClosed22
Nikko AM Tyndall Australian Share Income50,000 W'sale Investment TrustsOpen16966
Nikko AM Tyndall Australian Share Value20,000 W'sale Investment TrustsOpen269
Nikko AM Tyndall Australian Share W Port50,000 W'sale Investment TrustsOpen3987
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