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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Investors Mutual WS Industrial Share5/Australia Large Value265.24
Lazard Select Australian Equity I Cl5/Australia Large Value21.36
Millinium's MSF - Australian Equities5/Australia Large Value7.54
Perpetual W Share Plus L/S5/Australia Large Value721.91
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value15.28
Perpetual Wholesale Ethical SRI5/Australia Large Value927.86
Sandhurst Prof IML Industrial Share5/Australia Large Value3.42
Lazard Australian Equity I4/Australia Large Value113.41
Lazard Select Australian Equity W Cl4/Australia Large Value93.68
MLC Wholesale IncomeBuilderTM4/Australia Large Value585.63
Maple-Brown Abbott Australian Equity4/Australia Large Value517.12
Maple-Brown Abbott Sharemarket W4/Australia Large Value14.37
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 Wholesale Australian4/Australia Large Value1,712.04
Perpetual Wholesale Concentrated Equity4/Australia Large Value1,143.05
Perpetual Wholesale Industrial4/Australia Large Value2,735.93
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value322.43
Sandhurst IML Industrial Share4/Australia Large Value188.51
State Street Australian Equity4/Australia Large Value81.10
Lazard Australian Equity W3/Australia Large Value13.62
MLC UT/MKey InvSer Income Builder3/Australia Large Value823.09
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Investors Mutual WS Industrial Share30 Apr 20159.1117.5720.0713.9310.07
Lazard Select Australian Equity I Cl30 Apr 20159.0914.7219.4413.538.59
Millinium's MSF - Australian Equities30 Apr 20159.4611.1020.98--
Perpetual W Share Plus L/S30 Apr 20154.4211.4420.4114.319.82
Perpetual WFIA-Perpetual Share Plus L/S30 Apr 20153.9210.3119.2113.24-
Perpetual Wholesale Ethical SRI30 Apr 201511.3413.8920.9914.1512.66
Sandhurst Prof IML Industrial Share30 Apr 20158.9615.1018.9613.169.43
Lazard Australian Equity I30 Apr 20157.6211.4417.9411.898.15
Lazard Select Australian Equity W Cl30 Apr 20159.0014.5419.2613.368.43
MLC Wholesale IncomeBuilderTM30 Apr 20159.8715.9019.6311.168.10
Maple-Brown Abbott Australian Equity30 Apr 20157.0610.7316.899.116.67
Maple-Brown Abbott Sharemarket W30 Apr 20157.4011.0916.718.916.46
PIC Wholesale Income Builder30 Apr 20159.8815.9019.6011.228.20
Perpetual WFI-Perpetual Indl Shr30 Apr 20158.0612.5018.7511.208.22
Perpetual WFIA-Perpetual Concntr Eq30 Apr 20155.558.5116.0910.26-
Perpetual WFIA-Perpetual Ethical SRI30 Apr 201510.7412.6019.6513.08-
Perpetual WFIA-Perpetual Indl Shr30 Apr 20158.0712.2718.6611.168.13
Perpetual Wholesale Australian30 Apr 20154.886.3515.3210.137.27
Perpetual Wholesale Concentrated Equity30 Apr 20156.009.4717.1111.218.69
Perpetual Wholesale Industrial30 Apr 20158.5913.4719.8512.269.22
Sandhurst BMF-Sandhurst Ind Share30 Apr 20158.6814.2418.2112.278.53
Sandhurst IML Industrial Share30 Apr 20159.2014.4719.2013.459.72
State Street Australian Equity30 Apr 20159.5216.2216.6511.72-
Lazard Australian Equity W30 Apr 20157.5311.2717.8111.758.00
MLC UT/MKey InvSer Income Builder30 Apr 20159.2914.5918.3910.087.06
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Investors Mutual WS Industrial Share1.8391.82921 May 20156 Monthly
Lazard Select Australian Equity I Cl1.5871.58121 May 2015Quarterly
Millinium's MSF - Australian Equities1.4001.39230 Apr 2015Quarterly
Perpetual W Share Plus L/S2.7832.77221 May 20156 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.6071.60121 May 20156 Monthly
Perpetual Wholesale Ethical SRI2.1722.16521 May 20156 Monthly
Sandhurst Prof IML Industrial Share--1.25320 May 20156 Monthly
Lazard Australian Equity I1.3571.35121 May 2015Quarterly
Lazard Select Australian Equity W Cl1.5871.58021 May 2015Quarterly
MLC Wholesale IncomeBuilderTM2.0292.02421 May 2015Quarterly
Maple-Brown Abbott Australian Equity1.3191.31421 May 2015Quarterly
Maple-Brown Abbott Sharemarket W1.0671.06221 May 2015Quarterly
PIC Wholesale Income Builder2.0292.02421 May 2015Quarterly
Perpetual WFI-Perpetual Indl Shr1.9641.95821 May 2015Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.3801.37621 May 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.9391.93321 May 20156 Monthly
Perpetual WFIA-Perpetual Indl Shr2.5902.58221 May 2015Quarterly
Perpetual Wholesale Australian1.8031.79821 May 20156 Monthly
Perpetual Wholesale Concentrated Equity1.9381.93321 May 20156 Monthly
Perpetual Wholesale Industrial1.6861.68121 May 20156 Monthly
Sandhurst BMF-Sandhurst Ind Share2.0542.04421 May 20156 Monthly
Sandhurst IML Industrial Share1.6611.65221 May 20156 Monthly
State Street Australian Equity1.3141.30621 May 20156 Monthly
Lazard Australian Equity W1.1561.15221 May 2015Quarterly
MLC UT/MKey InvSer Income Builder2.9322.92321 May 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
Millinium's MSF - Australian Equities5,000RetailInvestment TrustsOpen19088
Perpetual W Share Plus L/S2,000RetailInvestment TrustsOpen9836
Perpetual WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
Lazard Australian Equity I100,000 W'sale Investment TrustsOpen6837
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
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
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 Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Industrial25,000RetailInvestment TrustsOpen4362
Sandhurst BMF-Sandhurst Ind Share2,000RetailInvestment TrustsOpen5809
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
State Street Australian Equity2,000,000 W'sale Investment TrustsOpen19501
Lazard Australian Equity W100,000 W'sale Investment TrustsOpen10700
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
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