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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Investors Mutual WS Industrial Share5/Australia Large Value247.44
Lazard Select Australian Equity I Cl5/Australia Large Value19.30
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 Value3.92
Lazard Australian Equity I4/Australia Large Value116.98
Lazard Australian Equity W4/Australia Large Value13.29
Lazard Select Australian Equity W Cl4/Australia Large Value84.06
MLC Wholesale IncomeBuilderTM4/Australia Large Value527.27
Maple-Brown Abbott Australian Equity4/Australia Large Value482.27
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,145.98
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 Value25.40
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value311.86
Sandhurst IML Industrial Share4/Australia Large Value177.61
MLC UT/MKey InvSer Income Builder3/Australia Large Value774.41
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value290.90
Maple-Brown Abbott Sharemarket W3/Australia Large Value13.83
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Investors Mutual WS Industrial Share31 Dec 20148.1511.5120.3712.256.81
Lazard Select Australian Equity I Cl31 Dec 20147.579.8622.4911.935.04
Perpetual W Share Plus L/S31 Dec 20145.2010.4622.3513.907.92
Perpetual WFIA-Perpetual Ethical SRI31 Dec 20143.664.5022.4712.34-
Perpetual WFIA-Perpetual Share Plus L/S31 Dec 20144.659.3121.1312.85-
Perpetual Wholesale Concentrated Equity31 Dec 20142.385.6617.7810.136.31
Perpetual Wholesale Ethical SRI31 Dec 20144.285.6923.8313.398.32
Sandhurst Prof IML Industrial Share31 Dec 20147.9911.1819.9911.906.45
Lazard Australian Equity I31 Dec 20144.987.1319.8010.444.49
Lazard Australian Equity W31 Dec 20144.896.9620.2210.304.35
Lazard Select Australian Equity W Cl31 Dec 20147.509.6922.3211.774.89
MLC Wholesale IncomeBuilderTM31 Dec 20144.278.4019.058.914.20
Maple-Brown Abbott Australian Equity31 Dec 20142.005.1717.067.063.92
PIC Wholesale Income Builder31 Dec 20144.278.4019.068.994.30
Perpetual WFI-Perpetual Indl Shr31 Dec 20144.498.3919.839.914.62
Perpetual WFIA-Perpetual Concntr Eq31 Dec 20141.904.7116.729.20-
Perpetual WFIA-Perpetual Indl Shr31 Dec 20144.248.1519.719.854.52
Perpetual Wholesale Australian31 Dec 20141.031.8216.059.194.88
Perpetual Wholesale Industrial31 Dec 20144.939.3320.9710.955.59
SSgA Australian Managed Volatility Alpha31 Dec 20147.3313.4917.029.80-
Sandhurst BMF-Sandhurst Ind Share31 Dec 20147.5510.4919.2311.005.54
Sandhurst IML Industrial Share31 Dec 20148.0610.8220.2512.196.75
MLC UT/MKey InvSer Income Builder31 Dec 20144.848.3618.318.083.35
Maple-Brown Abbott Aus Shr Wholesale31 Dec 20141.673.7815.926.433.46
Maple-Brown Abbott Sharemarket W31 Dec 20142.334.7516.536.873.80
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Investors Mutual WS Industrial Share1.7701.76122 Jan 20156 Monthly
Lazard Select Australian Equity I Cl1.4411.43522 Jan 2015Quarterly
Perpetual W Share Plus L/S2.7272.71622 Jan 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.8041.79922 Jan 20156 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5801.57422 Jan 20156 Monthly
Perpetual Wholesale Concentrated Equity1.8341.82822 Jan 20156 Monthly
Perpetual Wholesale Ethical SRI2.0132.00722 Jan 20156 Monthly
Sandhurst Prof IML Industrial Share--1.21421 Jan 20156 Monthly
Lazard Australian Equity I1.2751.26922 Jan 2015Quarterly
Lazard Australian Equity W1.0871.08222 Jan 2015Quarterly
Lazard Select Australian Equity W Cl1.4421.43622 Jan 2015Quarterly
MLC Wholesale IncomeBuilderTM1.9151.91022 Jan 2015Quarterly
Maple-Brown Abbott Australian Equity1.2771.27122 Jan 2015Quarterly
PIC Wholesale Income Builder1.9151.91022 Jan 2015Quarterly
Perpetual WFI-Perpetual Indl Shr1.8781.87322 Jan 2015Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.3091.30522 Jan 20156 Monthly
Perpetual WFIA-Perpetual Indl Shr2.4842.47622 Jan 2015Quarterly
Perpetual Wholesale Australian1.7231.71822 Jan 20156 Monthly
Perpetual Wholesale Industrial1.6121.60722 Jan 20156 Monthly
SSgA Australian Managed Volatility Alpha1.2581.25022 Jan 20156 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9861.97621 Jan 20156 Monthly
Sandhurst IML Industrial Share1.6001.59221 Jan 20156 Monthly
MLC UT/MKey InvSer Income Builder2.7702.76222 Jan 2015Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.2071.20122 Jan 2015Quarterly
Maple-Brown Abbott Sharemarket W0.9880.98322 Jan 2015Quarterly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Investors Mutual WS Industrial Share50,000 W'sale Investment TrustsOpen8742
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 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 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 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
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
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