Stocks Special Reports LICs Hybrids Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Hybrids Technical Analysis SMSFs Learn
About

Fund Screener

Here are your results. Choose from six different views (Overview, Performance Return etc).

New search |  Revise Search | 

 
  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Lazard Select Australian Equity I Cl5/Australia Large Value12.63
Lazard Select Australian Equity W Cl5/Australia Large Value82.08
Perpetual W Share Plus L/S5/Australia Large Value538.44
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value11.75
Perpetual Wholesale Concentrated Equity5/Australia Large Value1,035.36
Perpetual Wholesale Ethical SRI5/Australia Large Value795.96
Sandhurst Prof IML Industrial Share5/Australia Large Value3.80
MLC Wholesale IncomeBuilderTM4/Australia Large Value513.23
Maple-Brown Abbott Australian Equity4/Australia Large Value484.02
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,145.98
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.64
Perpetual WFIA-Perpetual Ethical SRI4/Australia Large Value25.55
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value403.60
Perpetual Wholesale Australian4/Australia Large Value1,595.80
Perpetual Wholesale Industrial4/Australia Large Value2,420.01
SSgA Australian Managed Volatility Alpha4/Australia Large Value20.40
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value302.70
Sandhurst IML Industrial Share4/Australia Large Value175.52
MLC UT/MKey InvSer Income Builder3/Australia Large Value751.37
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value291.70
Maple-Brown Abbott Sharemarket3/Australia Large Value158.63
Maple-Brown Abbott Sharemarket W3/Australia Large Value13.92
Nikko AM Tyndall Australian Share Income3/Australia Large Value98.16
Nikko AM Tyndall Australian Share Value3/Australia Large Value76.48
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Lazard Select Australian Equity I Cl30 Nov 20142.728.4020.8712.154.62
Lazard Select Australian Equity W Cl30 Nov 20142.658.2420.6911.984.47
Perpetual W Share Plus L/S30 Nov 20144.1110.4720.9114.207.40
Perpetual WFIA-Perpetual Share Plus L/S30 Nov 20143.569.3319.7013.15-
Perpetual Wholesale Concentrated Equity30 Nov 20140.285.9317.0210.645.75
Perpetual Wholesale Ethical SRI30 Nov 20141.684.0722.6913.287.62
Sandhurst Prof IML Industrial Share30 Nov 20143.388.3818.9811.825.76
MLC Wholesale IncomeBuilderTM30 Nov 20142.218.0318.329.343.79
Maple-Brown Abbott Australian Equity30 Nov 2014-0.405.2615.897.553.60
PIC Wholesale Income Builder30 Nov 20142.218.0318.339.423.89
Perpetual WFI-Perpetual Indl Shr30 Nov 20142.016.5419.1110.114.19
Perpetual WFIA-Perpetual Concntr Eq30 Nov 2014-0.184.9815.949.70-
Perpetual WFIA-Perpetual Ethical SRI30 Nov 20141.092.9221.3512.22-
Perpetual WFIA-Perpetual Indl Shr30 Nov 20141.826.3119.0010.064.08
Perpetual Wholesale Australian30 Nov 2014-1.002.4415.489.714.39
Perpetual Wholesale Industrial30 Nov 20142.397.4520.2511.165.15
SSgA Australian Managed Volatility Alpha30 Nov 20143.4711.8516.049.88-
Sandhurst BMF-Sandhurst Ind Share30 Nov 20142.967.6918.1710.914.85
Sandhurst IML Industrial Share30 Nov 20142.678.0419.2012.096.05
MLC UT/MKey InvSer Income Builder30 Nov 20141.726.9017.218.302.80
Maple-Brown Abbott Aus Shr Wholesale30 Nov 2014-0.703.9814.906.883.14
Maple-Brown Abbott Sharemarket30 Nov 2014-0.833.1713.915.902.06
Maple-Brown Abbott Sharemarket W30 Nov 2014-0.154.5515.437.333.46
Nikko AM Tyndall Australian Share Income30 Nov 20141.437.4615.407.47-
Nikko AM Tyndall Australian Share Value30 Nov 2014-0.184.7714.236.662.06
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Lazard Select Australian Equity I Cl1.4071.40118 Dec 2014Quarterly
Lazard Select Australian Equity W Cl1.4111.40518 Dec 2014Quarterly
Perpetual W Share Plus L/S2.6592.64918 Dec 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5401.53418 Dec 20146 Monthly
Perpetual Wholesale Concentrated Equity1.7881.78318 Dec 20146 Monthly
Perpetual Wholesale Ethical SRI1.9611.95518 Dec 20146 Monthly
Sandhurst Prof IML Industrial Share--1.18617 Dec 20146 Monthly
MLC Wholesale IncomeBuilderTM1.8521.84718 Dec 2014Quarterly
Maple-Brown Abbott Australian Equity1.2501.24518 Dec 2014Quarterly
PIC Wholesale Income Builder1.8521.84718 Dec 2014Quarterly
Perpetual WFI-Perpetual Indl Shr1.8211.81518 Dec 2014Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.2741.27018 Dec 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.7561.75118 Dec 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.4162.40918 Dec 2014Quarterly
Perpetual Wholesale Australian1.6871.68218 Dec 20146 Monthly
Perpetual Wholesale Industrial1.5671.56218 Dec 20146 Monthly
SSgA Australian Managed Volatility Alpha1.2071.20017 Dec 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9521.94218 Dec 20146 Monthly
Sandhurst IML Industrial Share1.5801.57218 Dec 20146 Monthly
MLC UT/MKey InvSer Income Builder2.6502.64218 Dec 2014Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.1831.17818 Dec 2014Quarterly
Maple-Brown Abbott Sharemarket0.9560.95618 Dec 2014Quarterly
Maple-Brown Abbott Sharemarket W0.9690.96518 Dec 2014Quarterly
Nikko AM Tyndall Australian Share Income1.3731.36418 Dec 2014Quarterly
Nikko AM Tyndall Australian Share Value0.8710.86518 Dec 20146 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
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
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
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
PIC Wholesale Income Builder500,000 W'sale Investment TrustsOpen14820
Perpetual WFI-Perpetual Indl Shr2,000RetailInvestment TrustsOpen1820
Perpetual WFIA-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen16807
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
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
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Sharemarket0RetailInvestment TrustsClosed22
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
Selected Stocks