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Fund Screener

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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Investors Mutual Concentrated Aus Share5/Australia Large Value14.00
Investors Mutual WS Industrial Share5/Australia Large Value254.00
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 Value178.92
Sandhurst Prof IML Industrial Share5/Australia Large Value3.05
State Street Australian Equity5/Australia Large Value117.33
Lazard Australian Equity I4/Australia Large Value68.50
Lazard Select Australian Equity I Cl4/Australia Large Value23.23
Lazard Select Australian Equity W Cl4/Australia Large Value74.92
MLC Wholesale IncomeBuilderTM4/Australia Large Value511.09
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 Value299.55
Lazard Australian Equity W3/Australia Large Value10.88
Lifeplan NextGen-Perpetual Indl Shr3/Australia Large Value5.53
MLC UT/MKey InvSer Income Builder3/Australia Large Value669.24
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value222.63
Maple-Brown Abbott Australian Equity3/Australia Large Value474.90
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Investors Mutual Concentrated Aus Share31 Dec 20159.8313.6914.6812.99-
Investors Mutual WS Industrial Share31 Dec 20154.097.3113.9913.7913.43
Perpetual W Share Plus L/S31 Dec 20154.627.1415.3113.3815.81
Perpetual WFIA-Perpetual Ethical SRI31 Dec 20159.0414.7915.5714.5819.22
Perpetual Wholesale Ethical SRI31 Dec 20159.6216.0316.8415.8520.38
Sandhurst IML Industrial Share31 Dec 20153.817.0813.8913.6913.20
Sandhurst Prof IML Industrial Share31 Dec 20153.876.9313.6213.4313.07
State Street Australian Equity31 Dec 20153.877.4912.9211.43-
Lazard Australian Equity I31 Dec 2015-2.97-0.9811.6110.1511.11
Lazard Select Australian Equity I Cl31 Dec 2015-7.33-4.4412.4111.0810.91
Lazard Select Australian Equity W Cl31 Dec 2015-7.40-4.5812.2410.9210.75
MLC Wholesale IncomeBuilderTM31 Dec 2015-1.373.2912.4110.5811.19
PIC Wholesale Income Builder31 Dec 2015-1.373.2912.4510.6211.27
Perpetual WFI-Perpetual Indl Shr31 Dec 20152.975.0513.1011.7512.65
Perpetual WFIA-Perpetual Indl Shr31 Dec 20152.854.9112.9811.6712.58
Perpetual WFIA-Perpetual Share Plus L/S31 Dec 20154.076.0714.1412.2414.86
Perpetual Wholesale Australian31 Dec 20152.243.6210.158.7712.40
Perpetual Wholesale Concentrated Equity31 Dec 20151.323.8011.2610.2713.29
Perpetual Wholesale Industrial31 Dec 20153.596.1914.2012.8513.71
Sandhurst BMF-Sandhurst Ind Share31 Dec 20153.225.9112.9412.5212.00
Lazard Australian Equity W31 Dec 2015-3.02-1.1211.4910.0210.96
Lifeplan NextGen-Perpetual Indl Shr31 Dec 2015-----
MLC UT/MKey InvSer Income Builder31 Dec 2015-1.992.1111.179.4710.10
Maple-Brown Abbott Aus Shr Wholesale31 Dec 2015-7.01-2.757.826.058.31
Maple-Brown Abbott Australian Equity31 Dec 2015-6.89-2.788.496.699.01
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Investors Mutual Concentrated Aus Share1.4731.46611 Feb 20166 Monthly
Investors Mutual WS Industrial Share1.6551.64711 Feb 20166 Monthly
Perpetual W Share Plus L/S2.4492.44011 Feb 20166 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.5261.52111 Feb 20166 Monthly
Perpetual Wholesale Ethical SRI1.8501.84511 Feb 20166 Monthly
Sandhurst IML Industrial Share1.4321.42511 Feb 20166 Monthly
Sandhurst Prof IML Industrial Share--1.14510 Feb 20166 Monthly
State Street Australian Equity1.2641.25511 Feb 20166 Monthly
Lazard Australian Equity I1.0981.09311 Feb 2016Quarterly
Lazard Select Australian Equity I Cl1.2361.23111 Feb 2016Quarterly
Lazard Select Australian Equity W Cl1.2361.23111 Feb 2016Quarterly
MLC Wholesale IncomeBuilderTM1.6121.60811 Feb 2016Quarterly
PIC Wholesale Income Builder1.6121.60811 Feb 2016Quarterly
Perpetual WFI-Perpetual Indl Shr1.5341.52911 Feb 2016Quarterly
Perpetual WFIA-Perpetual Indl Shr1.9231.91811 Feb 2016Quarterly
Perpetual WFIA-Perpetual Share Plus L/S1.3281.32311 Feb 20166 Monthly
Perpetual Wholesale Australian1.2451.24211 Feb 20166 Monthly
Perpetual Wholesale Concentrated Equity1.4581.45411 Feb 20166 Monthly
Perpetual Wholesale Industrial1.2311.22811 Feb 20166 Monthly
Sandhurst BMF-Sandhurst Ind Share1.8071.79811 Feb 20166 Monthly
Lazard Australian Equity W0.9360.93211 Feb 2016Quarterly
Lifeplan NextGen-Perpetual Indl Shr1.4301.43004 Feb 2016 NAp
MLC UT/MKey InvSer Income Builder2.3462.33911 Feb 2016Quarterly
Maple-Brown Abbott Aus Shr Wholesale0.9490.94511 Feb 2016Quarterly
Maple-Brown Abbott Australian Equity0.9800.97511 Feb 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/S2,000RetailInvestment 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 Australian Equity I20,000 W'sale Investment TrustsOpen6837
Lazard Select Australian Equity I Cl200,000 W'sale Investment TrustsOpen9323
Lazard Select Australian Equity W Cl200,000 W'sale Investment TrustsOpen10702
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
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 W20,000 W'sale Investment TrustsOpen10700
Lifeplan NextGen-Perpetual Indl Shr1,000RetailInvestment TrustsOpen40254
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
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