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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Investors Mutual WS Industrial Share5/Australia Large Value245.52
Perpetual W Share Plus L/S5/Australia Large Value538.44
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value25.55
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 Value4.01
Lazard Australian Equity I4/Australia Large Value118.69
Lazard Australian Equity W4/Australia Large Value13.47
Lazard Select Australian Equity I Cl4/Australia Large Value12.45
Lazard Select Australian Equity W Cl4/Australia Large Value84.37
MLC Wholesale IncomeBuilderTM4/Australia Large Value530.98
Maple-Brown Abbott Australian Equity4/Australia Large Value502.29
Maple-Brown Abbott Sharemarket W4/Australia Large Value14.64
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value22.35
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,145.98
Perpetual WFIA-Perpetual Aus Shr4/Australia Large Value163.56
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.64
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 Value16.20
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value308.11
Sandhurst IML Industrial Share4/Australia Large Value178.55
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Investors Mutual WS Industrial Share31 Oct 20145.8010.2819.6212.475.94
Perpetual W Share Plus L/S31 Oct 20146.7214.1121.1014.857.46
Perpetual WFIA-Perpetual Ethical SRI31 Oct 20141.682.6720.3612.44-
Perpetual WFIA-Perpetual Share Plus L/S31 Oct 20146.1512.9119.9113.79-
Perpetual Wholesale Concentrated Equity31 Oct 20143.288.0517.1711.545.87
Perpetual Wholesale Ethical SRI31 Oct 20142.293.8221.6913.497.13
Sandhurst Prof IML Industrial Share31 Oct 20145.639.9519.2312.115.57
Lazard Australian Equity I31 Oct 20143.556.8018.6311.094.11
Lazard Australian Equity W31 Oct 20143.486.6518.5110.953.97
Lazard Select Australian Equity I Cl31 Oct 20145.169.3820.6012.314.56
Lazard Select Australian Equity W Cl31 Oct 20145.089.2120.4212.144.40
MLC Wholesale IncomeBuilderTM31 Oct 20145.489.2018.069.803.61
Maple-Brown Abbott Australian Equity31 Oct 20142.176.3815.428.093.59
Maple-Brown Abbott Sharemarket W31 Oct 20143.436.8815.318.103.61
OnePath OA IP-Perpetual Australian Sh EF31 Oct 20140.763.6414.099.263.35
PIC Wholesale Income Builder31 Oct 20145.489.2018.089.883.72
Perpetual WFI-Perpetual Indl Shr31 Oct 20144.117.4918.7010.213.96
Perpetual WFIA-Perpetual Aus Shr31 Oct 20140.783.7114.309.503.52
Perpetual WFIA-Perpetual Concntr Eq31 Oct 20142.807.0816.1010.55-
Perpetual WFIA-Perpetual Indl Shr31 Oct 20143.897.2618.5710.143.84
Perpetual Wholesale Australian31 Oct 20141.404.8715.4310.524.49
Perpetual Wholesale Industrial31 Oct 20144.508.4219.7911.254.91
SSgA Australian Managed Volatility Alpha31 Oct 20146.1111.2816.3110.39-
Sandhurst BMF-Sandhurst Ind Share31 Oct 20145.129.1318.3511.184.66
Sandhurst IML Industrial Share31 Oct 20144.839.5119.4012.365.86
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Investors Mutual WS Industrial Share1.7261.71720 Nov 20146 Monthly
Perpetual W Share Plus L/S2.7312.72020 Nov 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.7771.77120 Nov 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5831.57720 Nov 20146 Monthly
Perpetual Wholesale Concentrated Equity1.8451.84020 Nov 20146 Monthly
Perpetual Wholesale Ethical SRI1.9821.97620 Nov 20146 Monthly
Sandhurst Prof IML Industrial Share--1.19419 Nov 20146 Monthly
Lazard Australian Equity I1.2681.26320 Nov 2014Quarterly
Lazard Australian Equity W1.0811.07720 Nov 2014Quarterly
Lazard Select Australian Equity I Cl1.4261.42020 Nov 2014Quarterly
Lazard Select Australian Equity W Cl1.4301.42420 Nov 2014Quarterly
MLC Wholesale IncomeBuilderTM1.8821.87720 Nov 2014Quarterly
Maple-Brown Abbott Australian Equity1.3071.30220 Nov 2014Quarterly
Maple-Brown Abbott Sharemarket W1.0010.99720 Nov 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.1991.19518 Nov 2014Monthly
PIC Wholesale Income Builder1.8821.87720 Nov 2014Quarterly
Perpetual WFI-Perpetual Indl Shr1.8521.84720 Nov 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr3.0483.03920 Nov 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.3151.31120 Nov 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.4592.45120 Nov 2014Quarterly
Perpetual Wholesale Australian1.7431.73820 Nov 20146 Monthly
Perpetual Wholesale Industrial1.5931.58820 Nov 20146 Monthly
SSgA Australian Managed Volatility Alpha1.2291.22219 Nov 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9361.92720 Nov 20146 Monthly
Sandhurst IML Industrial Share1.5661.55820 Nov 20146 Monthly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Investors Mutual WS Industrial Share50,000 W'sale Investment TrustsOpen8742
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 Australian Equity I100,000 W'sale Investment TrustsOpen6837
Lazard Australian Equity W100,000 W'sale Investment TrustsOpen10700
Lazard Select Australian Equity I Cl100,000 W'sale Investment TrustsOpen9323
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
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
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 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
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