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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Antares Prof Dividend Builder5/Australia Large Value190.16
Investors Mutual WS Industrial Share5/Australia Large Value271.66
Perpetual W Share Plus L/S5/Australia Large Value721.91
Perpetual Wholesale Ethical SRI5/Australia Large Value927.86
Sandhurst Prof IML Industrial Share5/Australia Large Value3.51
BT WE BT Investors Mutual Industrial Shr4/Australia Large Value8.41
CFS FC Inv-Perpetual Industrial Shr4/Australia Large Value155.68
CFS FC WS Inv-Investors Mutual W Aus Shr4/Australia Large Value61.07
CFS FC WS Inv-Perpetual Industrial Share4/Australia Large Value117.76
EQT Australian Equity Income Fund4/Australia Large Value72.23
Investors Mutual Concentrated Aus Share4/Australia Large Value3.81
Lazard Australian Equity I4/Australia Large Value118.80
Lazard Select Australian Equity I Cl4/Australia Large Value22.30
Lazard Select Australian Equity W Cl4/Australia Large Value92.13
MLC Wholesale IncomeBuilderTM4/Australia Large Value592.32
Maple-Brown Abbott Australian Equity4/Australia Large Value533.96
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,277.26
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value19.01
Perpetual WFIA-Perpetual Ethical SRI4/Australia Large Value28.96
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value449.63
Perpetual WFIA-Perpetual Share Plus L/S4/Australia Large Value15.28
Perpetual Wholesale Australian4/Australia Large Value1,712.04
Perpetual Wholesale Concentrated Equity4/Australia Large Value1,143.05
Perpetual Wholesale Industrial4/Australia Large Value2,735.93
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Antares Prof Dividend Builder31 Mar 201520.0524.0323.1614.5010.52
Investors Mutual WS Industrial Share31 Mar 201517.4122.3821.7414.6010.63
Perpetual W Share Plus L/S31 Mar 201511.4317.2322.3514.8210.97
Perpetual Wholesale Ethical SRI31 Mar 201516.1317.1822.6314.8212.91
Sandhurst Prof IML Industrial Share31 Mar 201517.2319.8020.6213.829.98
BT WE BT Investors Mutual Industrial Shr31 Mar 201516.5018.6919.5012.879.16
CFS FC Inv-Perpetual Industrial Shr31 Mar 201515.7917.7220.6011.918.75
CFS FC WS Inv-Investors Mutual W Aus Shr31 Mar 201513.4117.0717.2911.017.92
CFS FC WS Inv-Perpetual Industrial Share31 Mar 201516.1918.5121.4312.659.44
EQT Australian Equity Income Fund31 Mar 201518.9520.9221.84--
Investors Mutual Concentrated Aus Share31 Mar 201514.7921.8218.75--
Lazard Australian Equity I31 Mar 201513.0314.7819.2512.367.90
Lazard Select Australian Equity I Cl31 Mar 201511.9316.9920.0713.938.42
Lazard Select Australian Equity W Cl31 Mar 201511.8416.8119.8913.768.26
MLC Wholesale IncomeBuilderTM31 Mar 201518.9421.8121.3911.628.52
Maple-Brown Abbott Australian Equity31 Mar 201512.8815.5418.139.157.19
PIC Wholesale Income Builder31 Mar 201518.9421.8121.3711.698.63
Perpetual WFI-Perpetual Indl Shr31 Mar 201515.8018.1020.7811.958.80
Perpetual WFIA-Perpetual Concntr Eq31 Mar 201511.2313.6217.4410.55-
Perpetual WFIA-Perpetual Ethical SRI31 Mar 201515.5015.8521.2813.75-
Perpetual WFIA-Perpetual Indl Shr31 Mar 201515.7917.8720.7011.908.72
Perpetual WFIA-Perpetual Share Plus L/S31 Mar 201510.9016.0321.1213.75-
Perpetual Wholesale Australian31 Mar 201510.8710.5416.6210.448.34
Perpetual Wholesale Concentrated Equity31 Mar 201511.7114.6418.5111.499.88
Perpetual Wholesale Industrial31 Mar 201516.3819.1121.9213.019.81
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Antares Prof Dividend Builder1.3751.37123 Apr 2015Quarterly
Investors Mutual WS Industrial Share1.9081.89923 Apr 20156 Monthly
Perpetual W Share Plus L/S2.8902.87923 Apr 20156 Monthly
Perpetual Wholesale Ethical SRI2.2242.21723 Apr 20156 Monthly
Sandhurst Prof IML Industrial Share--1.31122 Apr 20156 Monthly
BT WE BT Investors Mutual Industrial Shr1.3781.37123 Apr 20156 Monthly
CFS FC Inv-Perpetual Industrial Shr1.5521.54523 Apr 2015Quarterly
CFS FC WS Inv-Investors Mutual W Aus Shr1.6811.67523 Apr 2015Quarterly
CFS FC WS Inv-Perpetual Industrial Share1.6211.61423 Apr 2015Quarterly
EQT Australian Equity Income Fund1.7911.77923 Apr 2015Quarterly
Investors Mutual Concentrated Aus Share1.5091.50123 Apr 20156 Monthly
Lazard Australian Equity I1.3721.36723 Apr 2015Quarterly
Lazard Select Australian Equity I Cl1.5671.56123 Apr 2015Quarterly
Lazard Select Australian Equity W Cl1.5671.56123 Apr 2015Quarterly
MLC Wholesale IncomeBuilderTM2.1012.09623 Apr 2015Quarterly
Maple-Brown Abbott Australian Equity1.3771.37123 Apr 2015Quarterly
PIC Wholesale Income Builder2.1012.09623 Apr 2015Quarterly
Perpetual WFI-Perpetual Indl Shr2.0392.03323 Apr 2015Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.4171.41223 Apr 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.9881.98223 Apr 20156 Monthly
Perpetual WFIA-Perpetual Indl Shr2.6902.68223 Apr 2015Quarterly
Perpetual WFIA-Perpetual Share Plus L/S1.6711.66423 Apr 20156 Monthly
Perpetual Wholesale Australian1.8541.84923 Apr 20156 Monthly
Perpetual Wholesale Concentrated Equity1.9891.98323 Apr 20156 Monthly
Perpetual Wholesale Industrial1.7491.74423 Apr 20156 Monthly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
Antares Prof Dividend Builder50,000 W'sale Investment TrustsOpen13187
Investors Mutual WS Industrial Share50,000 W'sale Investment TrustsOpen8742
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
BT WE BT Investors Mutual Industrial Shr5,000RetailInvestment TrustsOpen12144
CFS FC Inv-Perpetual Industrial Shr5,000RetailInvestment TrustsOpen8458
CFS FC WS Inv-Investors Mutual W Aus Shr5,000RetailInvestment TrustsOpen11319
CFS FC WS Inv-Perpetual Industrial Share5,000RetailInvestment TrustsOpen11316
EQT Australian Equity Income Fund5,000RetailInvestment TrustsOpen40338
Investors Mutual Concentrated Aus Share50,000 W'sale Investment TrustsOpen18953
Lazard Australian Equity I100,000 W'sale Investment TrustsOpen6837
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 Ethical SRI2,000RetailInvestment TrustsOpen16810
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
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