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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Lazard Select Australian Equity I Cl5/Australia Large Value12.62
Perpetual W Share Plus L/S5/Australia Large Value343.78
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value24.62
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value8.52
Perpetual Wholesale Ethical SRI5/Australia Large Value688.97
Lazard Select Australian Equity W Cl4/Australia Large Value88.79
Maple-Brown Abbott Australian Equity4/Australia Large Value509.24
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value25.45
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,381.20
Perpetual WFIA-Perpetual Aus Shr4/Australia Large Value179.18
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.86
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value437.37
Perpetual Wholesale Australian4/Australia Large Value1,730.56
Perpetual Wholesale Concentrated Equity4/Australia Large Value1,036.34
Perpetual Wholesale Industrial4/Australia Large Value2,902.03
SSgA Australian Managed Volatility Alpha4/Australia Large Value6.50
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value291.43
Sandhurst IML Industrial Share4/Australia Large Value162.89
Sandhurst Prof IML Industrial Share4/Australia Large Value4.46
MLC UT/MKey InvSer Income Builder3/Australia Large Value796.17
MLC Wholesale Australian Sh Value Style3/Australia Large Value5.89
MLC Wholesale IncomeBuilderTM3/Australia Large Value489.11
Maple-Brown Abbott Imputation Wholesale3/Australia Large Value317.25
Maple-Brown Abbott Sharemarket W3/Australia Large Value15.39
OnePath OA FR IP-Perpetual Australian Sh3/Australia Large Value3.35
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Lazard Select Australian Equity I Cl31 Mar 20145.1117.0616.5418.013.91
Perpetual W Share Plus L/S31 Mar 20147.5321.1915.4018.838.14
Perpetual WFIA-Perpetual Ethical SRI31 Mar 20144.4014.5016.8923.03-
Perpetual WFIA-Perpetual Share Plus L/S31 Mar 20146.9919.9614.3117.61-
Perpetual Wholesale Ethical SRI31 Mar 20144.9515.8018.1724.208.23
Lazard Select Australian Equity W Cl31 Mar 20145.0316.8716.3717.833.76
Maple-Brown Abbott Australian Equity31 Mar 20145.2013.629.9913.814.02
OnePath OA IP-Perpetual Australian Sh EF31 Mar 20144.7915.7410.2615.244.75
Perpetual WFI-Perpetual Indl Shr31 Mar 20144.9916.2014.3115.944.09
Perpetual WFIA-Perpetual Aus Shr31 Mar 20144.8615.9610.5115.554.87
Perpetual WFIA-Perpetual Concntr Eq31 Mar 20144.8415.8912.2115.61-
Perpetual WFIA-Perpetual Indl Shr31 Mar 20144.9316.2714.3215.933.99
Perpetual Wholesale Australian31 Mar 20145.3717.1411.5216.595.88
Perpetual Wholesale Concentrated Equity31 Mar 20145.3016.9313.2116.807.13
Perpetual Wholesale Industrial31 Mar 20145.5117.3415.4317.035.07
SSgA Australian Managed Volatility Alpha31 Mar 20145.1710.9411.84--
Sandhurst BMF-Sandhurst Ind Share31 Mar 20145.2811.6415.0015.444.48
Sandhurst IML Industrial Share31 Mar 20145.9413.1016.4516.835.81
Sandhurst Prof IML Industrial Share31 Mar 20145.6212.5015.8616.535.43
MLC UT/MKey InvSer Income Builder31 Mar 20144.7510.8912.0114.102.30
MLC Wholesale Australian Sh Value Style31 Mar 20143.6812.776.0712.971.71
MLC Wholesale IncomeBuilderTM31 Mar 20145.3812.1513.0515.173.27
Maple-Brown Abbott Imputation Wholesale31 Mar 20144.8113.219.4012.793.72
Maple-Brown Abbott Sharemarket W31 Mar 20144.5613.549.8013.273.75
OnePath OA FR IP-Perpetual Australian Sh31 Mar 20145.2216.6611.18--
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Lazard Select Australian Equity I Cl1.3721.36616 Apr 2014Quarterly
Perpetual W Share Plus L/S2.7842.77316 Apr 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI2.0412.03516 Apr 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.7611.75416 Apr 20146 Monthly
Perpetual Wholesale Ethical SRI2.0862.08016 Apr 20146 Monthly
Lazard Select Australian Equity W Cl1.3751.37016 Apr 2014Quarterly
Maple-Brown Abbott Australian Equity1.3401.33516 Apr 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.5391.53414 Apr 2014Monthly
Perpetual WFI-Perpetual Indl Shr2.3162.30916 Apr 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr3.5793.56816 Apr 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.4861.48116 Apr 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr3.0253.01616 Apr 2014Quarterly
Perpetual Wholesale Australian2.1812.17516 Apr 20146 Monthly
Perpetual Wholesale Concentrated Equity2.0182.01216 Apr 20146 Monthly
Perpetual Wholesale Industrial2.0592.05316 Apr 20146 Monthly
SSgA Australian Managed Volatility Alpha1.2121.20515 Apr 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.8941.88516 Apr 20146 Monthly
Sandhurst IML Industrial Share1.5301.52216 Apr 20146 Monthly
Sandhurst Prof IML Industrial Share--1.13915 Apr 20146 Monthly
MLC UT/MKey InvSer Income Builder2.6892.68115 Apr 2014Quarterly
MLC Wholesale Australian Sh Value Style0.8980.89515 Apr 2014Quarterly
MLC Wholesale IncomeBuilderTM1.8531.84915 Apr 2014Quarterly
Maple-Brown Abbott Imputation Wholesale1.2391.23216 Apr 2014Quarterly
Maple-Brown Abbott Sharemarket W1.0051.00016 Apr 2014Quarterly
OnePath OA FR IP-Perpetual Australian Sh1.1591.15514 Apr 20146 Monthly
 
 
Fund Name Min Initial
Inv $
Product
Type
Legal Type Status Ticker
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 Ethical SRI25,000RetailInvestment TrustsOpen8649
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
OnePath OA IP-Perpetual Australian Sh EF1,000RetailInvestment TrustsOpen9000
Perpetual WFI-Perpetual Indl Shr2,000RetailInvestment TrustsOpen1820
Perpetual WFIA-Perpetual Aus Shr2,000RetailInvestment TrustsOpen3788
Perpetual WFIA-Perpetual Concntr Eq2,000RetailInvestment TrustsOpen16807
Perpetual WFIA-Perpetual Indl Shr2,000RetailInvestment TrustsOpen3789
Perpetual Wholesale Australian25,000RetailInvestment TrustsOpen4361
Perpetual Wholesale Concentrated Equity25,000RetailInvestment TrustsOpen5893
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
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
MLC Wholesale Australian Sh Value Style500,000 W'sale Investment TrustsOpen12095
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
Maple-Brown Abbott Imputation Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
OnePath OA FR IP-Perpetual Australian Sh1,000RetailInvestment TrustsOpen18560
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