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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
EQT Australian Equity Income Fund5/Australia Large Value71.63
Perpetual W Share Plus L/S5/Australia Large Value630.11
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value25.94
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value13.57
Perpetual Wholesale Ethical SRI5/Australia Large Value825.48
Investors Mutual Concentrated Aus Share4/Australia Large Value3.56
Investors Mutual WS Industrial Share4/Australia Large Value266.34
Lazard Australian Equity I4/Australia Large Value120.38
Lazard Australian Equity W4/Australia Large Value14.06
Lazard Select Australian Equity I Cl4/Australia Large Value21.42
Lazard Select Australian Equity W Cl4/Australia Large Value92.32
MLC Wholesale IncomeBuilderTM4/Australia Large Value594.56
Maple-Brown Abbott Australian Equity4/Australia Large Value529.81
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,164.74
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.79
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value411.95
Perpetual Wholesale Australian4/Australia Large Value1,590.94
Perpetual Wholesale Concentrated Equity4/Australia Large Value1,039.90
Perpetual Wholesale Industrial4/Australia Large Value2,479.37
SSgA Australian Managed Volatility Alpha4/Australia Large Value29.70
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value329.66
Sandhurst IML Industrial Share4/Australia Large Value190.87
Sandhurst Prof IML Industrial Share4/Australia Large Value4.17
MLC UT/MKey InvSer Income Builder3/Australia Large Value851.54
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
EQT Australian Equity Income Fund28 Feb 201511.5021.6322.95--
Perpetual W Share Plus L/S28 Feb 20157.7715.9922.6616.1610.23
Perpetual WFIA-Perpetual Ethical SRI28 Feb 20158.7215.3022.2315.18-
Perpetual WFIA-Perpetual Share Plus L/S28 Feb 20157.2614.8021.4315.09-
Perpetual Wholesale Ethical SRI28 Feb 20159.3216.6123.6016.2712.43
Investors Mutual Concentrated Aus Share28 Feb 20159.6118.4118.98--
Investors Mutual WS Industrial Share28 Feb 201511.7719.4121.7014.639.76
Lazard Australian Equity I28 Feb 20159.2514.3620.5013.147.65
Lazard Australian Equity W28 Feb 20159.1714.1820.3713.007.51
Lazard Select Australian Equity I Cl28 Feb 201511.3116.4221.9614.798.06
Lazard Select Australian Equity W Cl28 Feb 201511.2216.2521.7814.627.90
MLC Wholesale IncomeBuilderTM28 Feb 201512.4020.8922.0112.308.13
Maple-Brown Abbott Australian Equity28 Feb 20157.8214.6718.5710.056.84
PIC Wholesale Income Builder28 Feb 201512.4020.8922.0012.378.24
Perpetual WFI-Perpetual Indl Shr28 Feb 20158.7517.2521.2612.658.26
Perpetual WFIA-Perpetual Concntr Eq28 Feb 20156.7513.8818.0511.90-
Perpetual WFIA-Perpetual Indl Shr28 Feb 20158.7017.0021.1412.608.16
Perpetual Wholesale Australian28 Feb 20155.7210.7017.1911.967.79
Perpetual Wholesale Concentrated Equity28 Feb 20157.2114.9019.1312.869.23
Perpetual Wholesale Industrial28 Feb 20159.2918.2622.4013.739.26
SSgA Australian Managed Volatility Alpha28 Feb 20159.9519.6718.4512.52-
Sandhurst BMF-Sandhurst Ind Share28 Feb 201511.4218.4420.5813.388.51
Sandhurst IML Industrial Share28 Feb 201511.9318.6721.5814.579.70
Sandhurst Prof IML Industrial Share28 Feb 201511.5819.0321.3114.269.40
MLC UT/MKey InvSer Income Builder28 Feb 201510.9218.7820.5211.057.00
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
EQT Australian Equity Income Fund1.8351.82327 Mar 2015Quarterly
Perpetual W Share Plus L/S2.9332.92127 Mar 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI2.0082.00227 Mar 20156 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.6971.69027 Mar 20156 Monthly
Perpetual Wholesale Ethical SRI2.2462.23927 Mar 20156 Monthly
Investors Mutual Concentrated Aus Share1.5081.50127 Mar 20156 Monthly
Investors Mutual WS Industrial Share1.9321.92327 Mar 20156 Monthly
Lazard Australian Equity I1.4011.39627 Mar 2015Quarterly
Lazard Australian Equity W1.1941.19027 Mar 2015Quarterly
Lazard Select Australian Equity I Cl1.5801.57327 Mar 2015Quarterly
Lazard Select Australian Equity W Cl1.5801.57427 Mar 2015Quarterly
MLC Wholesale IncomeBuilderTM2.1552.14927 Mar 2015Quarterly
Maple-Brown Abbott Australian Equity1.4101.40427 Mar 2015Quarterly
PIC Wholesale Income Builder2.1552.14927 Mar 2015Quarterly
Perpetual WFI-Perpetual Indl Shr2.0892.08227 Mar 2015Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.4381.43427 Mar 20156 Monthly
Perpetual WFIA-Perpetual Indl Shr2.7632.75527 Mar 2015Quarterly
Perpetual Wholesale Australian1.8851.87927 Mar 20156 Monthly
Perpetual Wholesale Concentrated Equity2.0172.01127 Mar 20156 Monthly
Perpetual Wholesale Industrial1.7961.79127 Mar 20156 Monthly
SSgA Australian Managed Volatility Alpha1.3441.33627 Mar 20156 Monthly
Sandhurst BMF-Sandhurst Ind Share2.1652.15427 Mar 20156 Monthly
Sandhurst IML Industrial Share1.7461.73827 Mar 20156 Monthly
Sandhurst Prof IML Industrial Share--1.33225 Mar 20156 Monthly
MLC UT/MKey InvSer Income Builder3.0923.08227 Mar 2015Quarterly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
EQT Australian Equity Income Fund5,000RetailInvestment TrustsOpen40338
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 Concentrated Aus Share50,000 W'sale Investment TrustsOpen18953
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 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
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 Indl Shr2,000RetailInvestment TrustsOpen3789
Perpetual Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
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
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
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