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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Perpetual W Share Plus L/S5/Australia Large Value726.99
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value26.29
Perpetual Wholesale Concentrated Equity5/Australia Large Value936.63
Perpetual Wholesale Ethical SRI5/Australia Large Value864.06
Sandhurst Prof IML Industrial Share5/Australia Large Value3.32
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,077.57
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value392.92
Perpetual WFIA-Perpetual Share Plus L/S4/Australia Large Value12.88
Perpetual Wholesale Australian4/Australia Large Value1,419.94
Perpetual Wholesale Industrial4/Australia Large Value2,114.44
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value317.10
Sandhurst IML Industrial Share4/Australia Large Value186.52
State Street Australian Equity4/Australia Large Value96.80
Perpetual WFIA-Perpetual Aus Shr3/Australia Large Value155.68
Perpetual WFIA-Perpetual Concntr Eq3/Australia Large Value16.84
Realindex Australian Share-Class A3/Australia Large Value155.89
Zurich Investments Aus Value Shr Fund3/Australia Large Value9.83
Perpetual WFIA-OnePath Tax Effective Inc2/Australia Large Value3.49
Perpetual WFIA-Perennial Value Shrs2/Australia Large Value5.88
Prime Value Imputation B2/Australia Large Value4.07
The Trust Company Australian Share2/Australia Large Value154.05
Prime Value Imputation1/Australia Large Value19.43
Strategic Australian Equity1/Australia Large Value2,081.18
Suncorp WSmart Bus-Investors Mutual Ind-/Australia Large Value--
Suncorp WSmart Bus-Perpetual SHARE-PLUS-/Australia Large Value--
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Perpetual W Share Plus L/S31 Jul 20154.447.2121.3215.2711.10
Perpetual WFIA-Perpetual Ethical SRI31 Jul 20157.4911.2220.1414.78-
Perpetual Wholesale Concentrated Equity31 Jul 20152.562.8817.5411.939.71
Perpetual Wholesale Ethical SRI31 Jul 20158.0712.4421.4616.0515.23
Sandhurst Prof IML Industrial Share31 Jul 20153.9312.3917.7314.3911.50
Perpetual WFI-Perpetual Indl Shr31 Jul 20153.658.0518.3012.4110.10
Perpetual WFIA-Perpetual Indl Shr31 Jul 20153.567.5618.1812.3410.03
Perpetual WFIA-Perpetual Share Plus L/S31 Jul 20153.926.1520.0914.25-
Perpetual Wholesale Australian31 Jul 20152.731.6415.8510.918.33
Perpetual Wholesale Industrial31 Jul 20154.269.2419.4513.5011.14
Sandhurst BMF-Sandhurst Ind Share31 Jul 20153.4511.5917.0813.5410.57
Sandhurst IML Industrial Share31 Jul 20154.0412.7718.0614.7211.76
State Street Australian Equity31 Jul 20154.6611.8315.5912.85-
Perpetual WFIA-Perpetual Aus Shr31 Jul 20152.160.6714.659.847.33
Perpetual WFIA-Perpetual Concntr Eq31 Jul 20152.121.9816.4911.00-
Realindex Australian Share-Class A31 Jul 20153.293.1314.679.72-
Zurich Investments Aus Value Shr Fund31 Jul 20152.174.3014.087.827.15
Perpetual WFIA-OnePath Tax Effective Inc31 Jul 20154.503.5114.447.88-
Perpetual WFIA-Perennial Value Shrs31 Jul 20155.076.3015.577.49-
Prime Value Imputation B31 Jul 20155.025.9512.238.375.01
The Trust Company Australian Share31 Jul 2015-----
Prime Value Imputation31 Jul 20154.925.7412.008.144.78
Strategic Australian Equity31 Jul 20155.413.2612.917.49-
Suncorp WSmart Bus-Investors Mutual Ind31 Jul 2015-----
Suncorp WSmart Bus-Perpetual SHARE-PLUS31 Jul 2015-----
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Perpetual W Share Plus L/S2.5512.54126 Aug 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.5331.52826 Aug 20156 Monthly
Perpetual Wholesale Concentrated Equity1.5481.54326 Aug 20156 Monthly
Perpetual Wholesale Ethical SRI1.8551.85026 Aug 20156 Monthly
Sandhurst Prof IML Industrial Share--1.15524 Aug 20156 Monthly
Perpetual WFI-Perpetual Indl Shr1.6351.63026 Aug 2015Quarterly
Perpetual WFIA-Perpetual Indl Shr2.0622.05626 Aug 2015Quarterly
Perpetual WFIA-Perpetual Share Plus L/S1.3831.37826 Aug 20156 Monthly
Perpetual Wholesale Australian1.3151.31126 Aug 20156 Monthly
Perpetual Wholesale Industrial1.3121.30826 Aug 20156 Monthly
Sandhurst BMF-Sandhurst Ind Share1.8771.86826 Aug 20156 Monthly
Sandhurst IML Industrial Share1.4871.48026 Aug 20156 Monthly
State Street Australian Equity1.2381.23126 Aug 20156 Monthly
Perpetual WFIA-Perpetual Aus Shr2.5082.50126 Aug 20156 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.0781.07526 Aug 20156 Monthly
Realindex Australian Share-Class A1.1361.13426 Aug 2015Quarterly
Zurich Investments Aus Value Shr Fund1.2511.24426 Aug 2015Quarterly
Perpetual WFIA-OnePath Tax Effective Inc1.0861.08224 Aug 2015Quarterly
Perpetual WFIA-Perennial Value Shrs1.4211.41221 Aug 20156 Monthly
Prime Value Imputation B2.2862.26826 Aug 20156 Monthly
The Trust Company Australian Share1.9561.95026 Aug 2015Quarterly
Prime Value Imputation2.2862.26926 Aug 20156 Monthly
Strategic Australian Equity14.74214.72125 Aug 20156 Monthly
Suncorp WSmart Bus-Investors Mutual Ind------ NAp
Suncorp WSmart Bus-Perpetual SHARE-PLUS------ NAp
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
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 Industrial25,000RetailInvestment TrustsOpen4362
Sandhurst BMF-Sandhurst Ind Share2,000RetailInvestment TrustsOpen5809
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
State Street Australian Equity1,000,000 W'sale Investment TrustsOpen19501
Perpetual WFIA-Perpetual Aus Shr2,000RetailInvestment TrustsOpen3788
Perpetual WFIA-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen16807
Realindex Australian Share-Class A25,000RetailInvestment TrustsOpen16955
Zurich Investments Aus Value Shr Fund5,000RetailInvestment TrustsOpen5082
Perpetual WFIA-OnePath Tax Effective Inc2,000RetailInvestment TrustsOpen16814
Perpetual WFIA-Perennial Value Shrs2,000RetailInvestment TrustsOpen16805
Prime Value Imputation B0RetailInvestment TrustsOpen13205
The Trust Company Australian Share5,000RetailInvestment TrustsOpen19784
Prime Value Imputation20,000RetailInvestment TrustsOpen11233
Strategic Australian Equity1,000,000 W'sale Investment TrustsOpen16755
Suncorp WSmart Bus-Investors Mutual Ind0RetailInvestment TrustsOpen40611
Suncorp WSmart Bus-Perpetual SHARE-PLUS0RetailInvestment TrustsOpen40609
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