Stocks Special Reports LICs Hybrids Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Hybrids Technical Analysis SMSFs Learn Fund Times Ask the Analyst China Wrap
About

Fund Screener

Here are your results. Choose from six different views (Overview, Performance Return etc).

New search |  Revise Search | 

 
  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Clime Australian Value5/Australia Large Value17.90
Investors Mutual Equity Income5/Australia Large Value67.64
Perpetual W Share Plus L/S5/Australia Large Value111.54
Perpetual WFI-Perpetual Share Plus L/S5/Australia Large Value2.64
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value3.95
Perpetual Wholesale Concntr Eq5/Australia Large Value778.12
Dimensional Australian Value Trust4/Australia Large Value881.54
Investors Mutual W Australian Share4/Australia Large Value1,357.40
Investors Mutual W Industrial Share4/Australia Large Value192.04
OnePath OA IP-IML Australian Share EF4/Australia Large Value6.83
OnePath OA IP-IML Australian Share NE4/Australia Large Value10.46
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value24.00
Perpetual WFI-Investor Mutual Aus Sha4/Australia Large Value8.33
Perpetual WFI-Perpetual Aus Shr4/Australia Large Value37.06
Perpetual WFI-Perpetual Concntr Eq4/Australia Large Value11.82
Perpetual WFI-Perpetual Ethical SRI4/Australia Large Value9.52
Perpetual WFIA-Perpetual Aus Shr4/Australia Large Value119.14
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value3.45
Perpetual WFIA-Perpetual Share Plus L/S4/Australia Large Value1.07
Perpetual Wholesale Aus Shr4/Australia Large Value1,520.74
Perpetual Wholesale Ethical SRI4/Australia Large Value317.92
Prime Value Imputation B4/Australia Large Value16.03
Sandhurst IML Industrial Share4/Australia Large Value116.65
Sandhurst Prof IML Australian Share4/Australia Large Value7.56
Sandhurst Prof IML Industrial Share4/Australia Large Value4.43
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Clime Australian Value30 Apr 201210.046.6119.465.88-
Investors Mutual Equity Income30 Apr 20128.567.1412.620.665.65
Perpetual W Share Plus L/S30 Apr 20126.240.7514.251.858.00
Perpetual WFI-Perpetual Share Plus L/S30 Apr 20125.76-0.1713.160.846.93
Perpetual WFIA-Perpetual Ethical SRI30 Apr 201212.724.3820.55--
Perpetual Wholesale Concntr Eq30 Apr 20126.171.9012.561.748.50
Dimensional Australian Value Trust30 Apr 20122.24-7.1210.97-1.736.25
Investors Mutual W Australian Share30 Apr 20127.883.0411.790.065.98
Investors Mutual W Industrial Share30 Apr 20129.887.3212.83-0.145.20
OnePath OA IP-IML Australian Share EF30 Apr 20127.231.9110.58-0.894.93
OnePath OA IP-IML Australian Share NE30 Apr 20126.821.069.62-1.774.10
OnePath OA IP-Perpetual Australian Sh EF30 Apr 20124.54-2.2311.73-0.696.33
Perpetual WFI-Investor Mutual Aus Sha30 Apr 20127.191.7710.37-1.044.77
Perpetual WFI-Perpetual Aus Shr30 Apr 20124.67-2.0812.05-0.506.52
Perpetual WFI-Perpetual Concntr Eq30 Apr 20125.710.9811.600.837.50
Perpetual WFI-Perpetual Ethical SRI30 Apr 201212.744.4220.230.559.01
Perpetual WFIA-Perpetual Aus Shr30 Apr 20124.70-1.9412.07-0.606.21
Perpetual WFIA-Perpetual Concntr Eq30 Apr 20125.590.9311.30--
Perpetual WFIA-Perpetual Share Plus L/S30 Apr 20125.78-0.1113.02--
Perpetual Wholesale Aus Shr30 Apr 20125.19-1.0813.070.377.51
Perpetual Wholesale Ethical SRI30 Apr 201213.285.5021.581.6510.23
Prime Value Imputation B30 Apr 20124.66-1.5210.21-3.733.95
Sandhurst IML Industrial Share30 Apr 20129.747.5912.66-0.195.28
Sandhurst Prof IML Australian Share30 Apr 20127.682.9211.48-0.23-
Sandhurst Prof IML Industrial Share30 Apr 20129.696.9912.49-0.49-
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Clime Australian Value1.2851.27914 May 20126 Monthly
Investors Mutual Equity Income0.9430.93815 May 2012Quarterly
Perpetual W Share Plus L/S1.9661.95815 May 20126 Monthly
Perpetual WFI-Perpetual Share Plus L/S1.6581.65114 May 20126 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.4811.47714 May 20126 Monthly
Perpetual Wholesale Concntr Eq1.7331.72815 May 20126 Monthly
Dimensional Australian Value Trust17.12017.08015 May 20126 Monthly
Investors Mutual W Australian Share2.2062.19515 May 20126 Monthly
Investors Mutual W Industrial Share1.2751.26915 May 20126 Monthly
OnePath OA IP-IML Australian Share EF1.1071.10111 May 2012Monthly
OnePath OA IP-IML Australian Share NE1.1071.10111 May 20126 Monthly
OnePath OA IP-Perpetual Australian Sh EF1.2541.25111 May 2012Monthly
Perpetual WFI-Investor Mutual Aus Sha1.2061.20014 May 20126 Monthly
Perpetual WFI-Perpetual Aus Shr1.3281.32414 May 20126 Monthly
Perpetual WFI-Perpetual Concntr Eq1.1831.18014 May 20126 Monthly
Perpetual WFI-Perpetual Ethical SRI1.3041.30014 May 20126 Monthly
Perpetual WFIA-Perpetual Aus Shr2.7382.73014 May 20126 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.2261.22214 May 20126 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.2851.28014 May 20126 Monthly
Perpetual Wholesale Aus Shr1.8361.83015 May 20126 Monthly
Perpetual Wholesale Ethical SRI1.4221.41815 May 20126 Monthly
Prime Value Imputation B2.0041.98915 May 20126 Monthly
Sandhurst IML Industrial Share1.1451.13915 May 20126 Monthly
Sandhurst Prof IML Australian Share0.8730.86811 May 20126 Monthly
Sandhurst Prof IML Industrial Share0.8750.87111 May 20126 Monthly
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Clime Australian Value10,000RetailInvestment TrustsOpen16126
Investors Mutual Equity Income500,000 W'sale Investment TrustsOpen12285
Perpetual W Share Plus L/S0 W'sale Investment TrustsOpen9836
Perpetual WFI-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen10521
Perpetual WFIA-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen16810
Perpetual Wholesale Concntr Eq50,000 W'sale Investment TrustsOpen5893
Dimensional Australian Value Trust1,000,000 W'sale Investment TrustsOpen5840
Investors Mutual W Australian Share500,000 W'sale Investment TrustsOpen5339
Investors Mutual W Industrial Share500,000 W'sale Investment TrustsOpen8742
OnePath OA IP-IML Australian Share EF1,000RetailInvestment TrustsOpen10289
OnePath OA IP-IML Australian Share NE1,000RetailInvestment TrustsOpen10290
OnePath OA IP-Perpetual Australian Sh EF1,000RetailInvestment TrustsOpen9000
Perpetual WFI-Investor Mutual Aus Sha2,000RetailInvestment TrustsOpen10488
Perpetual WFI-Perpetual Aus Shr2,000RetailInvestment TrustsOpen10518
Perpetual WFI-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen10515
Perpetual WFI-Perpetual Ethical SRI2,000RetailInvestment TrustsOpen10519
Perpetual WFIA-Perpetual Aus Shr2,000RetailInvestment TrustsOpen3788
Perpetual WFIA-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen16807
Perpetual WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Aus Shr50,000 W'sale Investment TrustsOpen4361
Perpetual Wholesale Ethical SRI50,000 W'sale Investment TrustsOpen8649
Prime Value Imputation B0RetailInvestment TrustsOpen13205
Sandhurst IML Industrial Share250,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Australian Share25,000 W'sale Investment TrustsOpen14314
Sandhurst Prof IML Industrial Share25,000 W'sale Investment TrustsOpen14315
Selected Stocks