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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Investors Mutual Concentrated Aus Share5/Australia Large Value16.70
Investors Mutual WS Industrial Share5/Australia Large Value250.70
Perpetual W Share Plus L/S5/Australia Large Value838.68
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value25.21
Perpetual Wholesale Ethical SRI5/Australia Large Value866.46
Sandhurst IML Industrial Share5/Australia Large Value177.24
Sandhurst Prof IML Industrial Share5/Australia Large Value3.05
State Street Australian Equity5/Australia Large Value112.80
Lazard Select Australian Equity I Cl4/Australia Large Value26.21
Lazard Select Australian Equity W Cl4/Australia Large Value72.76
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,016.89
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value369.00
Perpetual WFIA-Perpetual Share Plus L/S4/Australia Large Value13.00
Perpetual Wholesale Australian4/Australia Large Value1,365.64
Perpetual Wholesale Concentrated Equity4/Australia Large Value902.18
Perpetual Wholesale Industrial4/Australia Large Value2,137.06
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value298.09
Lazard Australian Equity I3/Australia Large Value72.62
Lazard Australian Equity W3/Australia Large Value11.78
Lifeplan NextGen-Perpetual Indl Shr3/Australia Large Value5.36
MLC UT/MKey InvSer Income Builder3/Australia Large Value668.46
MLC Wholesale IncomeBuilderTM3/Australia Large Value501.74
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value226.68
Maple-Brown Abbott Sharemarket W3/Australia Large Value10.96
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Investors Mutual Concentrated Aus Share31 Mar 201610.554.1311.1412.36-
Investors Mutual WS Industrial Share31 Mar 20166.65-4.409.0512.5214.04
Perpetual W Share Plus L/S31 Mar 20164.26-2.9411.3111.8315.22
Perpetual WFIA-Perpetual Ethical SRI31 Mar 20169.64-0.889.5612.9018.27
Perpetual Wholesale Ethical SRI31 Mar 201610.280.2410.8014.1519.46
Sandhurst IML Industrial Share31 Mar 20166.57-4.768.7312.4113.82
Sandhurst Prof IML Industrial Share31 Mar 20166.53-4.718.7012.1713.68
State Street Australian Equity31 Mar 20166.23-0.1710.0410.93-
Lazard Select Australian Equity I Cl31 Mar 20165.54-9.607.3810.8513.46
Lazard Select Australian Equity W Cl31 Mar 20165.46-9.747.2110.6913.29
PIC Wholesale Income Builder31 Mar 20162.33-11.716.469.2511.84
Perpetual WFI-Perpetual Indl Shr31 Mar 20162.33-9.907.339.7112.13
Perpetual WFIA-Perpetual Indl Shr31 Mar 20162.38-10.067.229.6312.07
Perpetual WFIA-Perpetual Share Plus L/S31 Mar 20163.79-3.8810.1910.7514.05
Perpetual Wholesale Australian31 Mar 20165.48-7.146.347.3212.01
Perpetual Wholesale Concentrated Equity31 Mar 20166.02-7.677.368.9612.64
Perpetual Wholesale Industrial31 Mar 20162.84-8.928.3810.7813.20
Sandhurst BMF-Sandhurst Ind Share31 Mar 20166.02-5.887.7811.2712.63
Lazard Australian Equity I31 Mar 20163.80-10.546.229.2112.64
Lazard Australian Equity W31 Mar 20163.71-10.686.099.0812.49
Lifeplan NextGen-Perpetual Indl Shr31 Mar 2016-----
MLC UT/MKey InvSer Income Builder31 Mar 20161.73-12.825.218.0910.65
MLC Wholesale IncomeBuilderTM31 Mar 20162.33-11.716.459.2211.77
Maple-Brown Abbott Aus Shr Wholesale31 Mar 2016-1.78-15.243.134.878.49
Maple-Brown Abbott Sharemarket W31 Mar 2016-1.37-15.523.565.318.97
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Investors Mutual Concentrated Aus Share1.5231.51613 Apr 20166 Monthly
Investors Mutual WS Industrial Share1.7301.72113 Apr 20166 Monthly
Perpetual W Share Plus L/S2.5662.55613 Apr 20166 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.6051.60013 Apr 20166 Monthly
Perpetual Wholesale Ethical SRI1.9511.94513 Apr 20166 Monthly
Sandhurst IML Industrial Share1.4931.48613 Apr 20166 Monthly
Sandhurst Prof IML Industrial Share--1.18812 Apr 20166 Monthly
State Street Australian Equity1.2911.28213 Apr 20166 Monthly
Lazard Select Australian Equity I Cl1.3771.37213 Apr 2016Quarterly
Lazard Select Australian Equity W Cl1.3791.37313 Apr 2016Quarterly
PIC Wholesale Income Builder1.6711.66713 Apr 2016Quarterly
Perpetual WFI-Perpetual Indl Shr1.5911.58613 Apr 2016Quarterly
Perpetual WFIA-Perpetual Indl Shr1.9891.98313 Apr 2016Quarterly
Perpetual WFIA-Perpetual Share Plus L/S1.3891.38413 Apr 20166 Monthly
Perpetual Wholesale Australian1.3151.31113 Apr 20166 Monthly
Perpetual Wholesale Concentrated Equity1.5521.54713 Apr 20166 Monthly
Perpetual Wholesale Industrial1.2761.27213 Apr 20166 Monthly
Sandhurst BMF-Sandhurst Ind Share1.8811.87213 Apr 20166 Monthly
Lazard Australian Equity I1.1861.18113 Apr 2016Quarterly
Lazard Australian Equity W1.0111.00713 Apr 2016Quarterly
Lifeplan NextGen-Perpetual Indl Shr1.4371.43731 Mar 2016 NAp
MLC UT/MKey InvSer Income Builder2.4332.42513 Apr 2016Quarterly
MLC Wholesale IncomeBuilderTM1.6711.66713 Apr 2016Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.0041.00013 Apr 2016Quarterly
Maple-Brown Abbott Sharemarket W0.8860.88213 Apr 2016Quarterly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Investors Mutual Concentrated Aus Share50,000 W'sale Investment TrustsOpen18953
Investors Mutual WS Industrial Share50,000 W'sale Investment TrustsOpen8742
Perpetual W Share Plus L/S25,000RetailInvestment TrustsOpen9836
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
State Street Australian Equity25,000 W'sale Investment TrustsOpen19501
Lazard Select Australian Equity I Cl5,000,000 W'sale Investment TrustsOpen9323
Lazard Select Australian Equity W Cl20,000 W'sale Investment TrustsOpen10702
PIC Wholesale Income Builder500,000 W'sale Investment TrustsOpen14820
Perpetual WFI-Perpetual Indl Shr2,000RetailInvestment TrustsOpen1820
Perpetual WFIA-Perpetual Indl Shr2,000RetailInvestment TrustsOpen3789
Perpetual WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Industrial25,000RetailInvestment TrustsOpen4362
Sandhurst BMF-Sandhurst Ind Share2,000RetailInvestment TrustsOpen5809
Lazard Australian Equity I20,000 W'sale Investment TrustsOpen6837
Lazard Australian Equity W20,000 W'sale Investment TrustsOpen10700
Lifeplan NextGen-Perpetual Indl Shr1,000RetailInvestment TrustsOpen40254
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 Sharemarket W50,000 W'sale Investment TrustsClosed8426
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