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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 Value57.72
Lazard Select Australian Equity I Cl5/Australia Large Value14.33
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
Investors Mutual WS Industrial Share4/Australia Large Value245.78
Lazard Australian Equity I4/Australia Large Value127.44
Lazard Australian Equity W4/Australia Large Value14.30
Lazard Select Australian Equity W Cl4/Australia Large Value92.13
Maple-Brown Abbott Australian Equity4/Australia Large Value526.52
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value24.24
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 Value302.16
Sandhurst IML Industrial Share4/Australia Large Value172.32
Sandhurst Prof IML Industrial Share4/Australia Large Value4.29
EQT MIR Wholesale Australian Equities3/Australia Large Value0.88
Investors Mutual Concentrated Aus Share3/Australia Large Value2.97
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
EQT Australian Equity Income Fund31 Jul 2014-----
Lazard Select Australian Equity I Cl31 Jul 20147.2916.1020.4315.035.14
Perpetual W Share Plus L/S31 Jul 201410.8421.7420.7116.548.66
Perpetual WFIA-Perpetual Ethical SRI31 Jul 20146.2015.4520.4418.33-
Perpetual WFIA-Perpetual Share Plus L/S31 Jul 201410.2320.4319.5415.44-
Perpetual Wholesale Ethical SRI31 Jul 20146.8116.7621.8019.457.93
Investors Mutual WS Industrial Share31 Jul 20148.8814.6119.2614.786.29
Lazard Australian Equity I31 Jul 20148.9515.3918.9914.425.25
Lazard Australian Equity W31 Jul 20148.8615.2118.8614.275.12
Lazard Select Australian Equity W Cl31 Jul 20147.2115.9220.2514.864.98
Maple-Brown Abbott Australian Equity31 Jul 201410.8218.3116.2310.645.10
OnePath OA IP-Perpetual Australian Sh EF31 Jul 20148.4417.2614.7611.964.90
PIC Wholesale Income Builder31 Jul 201411.7016.8518.8012.304.68
Perpetual WFI-Perpetual Indl Shr31 Jul 201410.8817.3319.2312.994.68
Perpetual WFIA-Perpetual Aus Shr31 Jul 20148.4317.3714.9712.195.04
Perpetual WFIA-Perpetual Concntr Eq31 Jul 201410.8519.2317.0812.62-
Perpetual WFIA-Perpetual Indl Shr31 Jul 201411.0317.4919.2813.004.62
Perpetual Wholesale Australian31 Jul 20149.1518.7416.1213.266.06
Perpetual Wholesale Concentrated Equity31 Jul 201411.3620.3118.1713.667.36
Perpetual Wholesale Industrial31 Jul 201411.2518.2920.3614.045.64
Sandhurst BMF-Sandhurst Ind Share31 Jul 20148.4713.4418.0513.495.04
Sandhurst IML Industrial Share31 Jul 20148.1613.8619.1314.696.24
Sandhurst Prof IML Industrial Share31 Jul 20148.7114.3918.8714.415.93
EQT MIR Wholesale Australian Equities31 Jul 20149.3314.9712.4710.191.34
Investors Mutual Concentrated Aus Share31 Jul 20147.8512.7715.98--
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
EQT Australian Equity Income Fund1.6701.65927 Aug 2014Quarterly
Lazard Select Australian Equity I Cl1.4361.43028 Aug 2014Quarterly
Perpetual W Share Plus L/S2.7332.72228 Aug 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.8321.82728 Aug 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5881.58128 Aug 20146 Monthly
Perpetual Wholesale Ethical SRI2.0382.03228 Aug 20146 Monthly
Investors Mutual WS Industrial Share1.7401.73128 Aug 20146 Monthly
Lazard Australian Equity I1.2981.29328 Aug 2014Quarterly
Lazard Australian Equity W1.1061.10228 Aug 2014Quarterly
Lazard Select Australian Equity W Cl1.4401.43428 Aug 2014Quarterly
Maple-Brown Abbott Australian Equity1.3831.37728 Aug 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.2401.23726 Aug 2014Monthly
PIC Wholesale Income Builder1.9231.91928 Aug 2014Quarterly
Perpetual WFI-Perpetual Indl Shr1.9111.90628 Aug 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr3.1893.18028 Aug 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.3641.35928 Aug 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.5362.52828 Aug 2014Quarterly
Perpetual Wholesale Australian1.8201.81528 Aug 20146 Monthly
Perpetual Wholesale Concentrated Equity1.9091.90328 Aug 20146 Monthly
Perpetual Wholesale Industrial1.6441.63928 Aug 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9551.94528 Aug 20146 Monthly
Sandhurst IML Industrial Share1.5761.56928 Aug 20146 Monthly
Sandhurst Prof IML Industrial Share--1.19527 Aug 20146 Monthly
EQT MIR Wholesale Australian Equities0.9400.93427 Aug 2014Annually
Investors Mutual Concentrated Aus Share1.3771.37028 Aug 20146 Monthly
 
 
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
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
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
EQT MIR Wholesale Australian Equities20,000 W'sale Investment TrustsOpen11244
Investors Mutual Concentrated Aus Share50,000 W'sale Investment TrustsOpen18953
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