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
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
Lazard Select Australian Equity I Cl5/Australia Large Value13.88
Perpetual W Share Plus L/S5/Australia Large Value538.44
Perpetual WFIA-Perpetual Ethical SRI5/Australia Large Value25.55
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value11.75
Perpetual Wholesale Concentrated Equity5/Australia Large Value1,035.36
Perpetual Wholesale Ethical SRI5/Australia Large Value795.96
Sandhurst Prof IML Industrial Share5/Australia Large Value3.88
Lazard Select Australian Equity W Cl4/Australia Large Value91.34
OnePath OA IP-Perpetual Australian Sh EF4/Australia Large Value23.78
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value--
Perpetual WFIA-Perpetual Aus Shr4/Australia Large Value--
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.64
Perpetual WFIA-Perpetual Indl Shr4/Australia Large Value--
Perpetual Wholesale Australian4/Australia Large Value--
Perpetual Wholesale Industrial4/Australia Large Value--
SSgA Australian Managed Volatility Alpha4/Australia Large Value8.50
Sandhurst BMF-Sandhurst Ind Share4/Australia Large Value295.12
Sandhurst IML Industrial Share4/Australia Large Value170.39
MLC UT/MKey InvSer Income Builder3/Australia Large Value757.54
MLC Wholesale IncomeBuilderTM3/Australia Large Value508.53
Maple-Brown Abbott Aus Shr Wholesale3/Australia Large Value300.72
Maple-Brown Abbott Australian Equity3/Australia Large Value493.23
Maple-Brown Abbott Sharemarket W3/Australia Large Value14.34
Nikko AM Tyndall Australian Share Income3/Australia Large Value99.85
Nikko AM Tyndall Australian Share Value3/Australia Large Value77.04
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Lazard Select Australian Equity I Cl30 Sep 20144.529.8621.5911.444.54
Perpetual W Share Plus L/S30 Sep 20145.2113.1321.7913.606.98
Perpetual WFIA-Perpetual Ethical SRI30 Sep 20140.314.7221.8712.49-
Perpetual WFIA-Perpetual Share Plus L/S30 Sep 20144.6311.9420.5912.55-
Perpetual Wholesale Concentrated Equity30 Sep 20142.628.0617.8110.555.51
Perpetual Wholesale Ethical SRI30 Sep 20140.915.9123.2113.567.11
Sandhurst Prof IML Industrial Share30 Sep 20142.197.9418.9911.085.24
Lazard Select Australian Equity W Cl30 Sep 20144.459.7021.4111.274.39
OnePath OA IP-Perpetual Australian Sh EF30 Sep 2014-0.993.7514.798.262.99
Perpetual WFI-Perpetual Indl Shr30 Sep 20141.987.0719.279.043.63
Perpetual WFIA-Perpetual Aus Shr30 Sep 2014-0.913.9015.028.493.17
Perpetual WFIA-Perpetual Concntr Eq30 Sep 20142.157.0916.729.57-
Perpetual WFIA-Perpetual Indl Shr30 Sep 20141.796.8219.178.993.51
Perpetual Wholesale Australian30 Sep 2014-0.305.0516.189.524.14
Perpetual Wholesale Industrial30 Sep 20142.357.9820.3910.054.58
SSgA Australian Managed Volatility Alpha30 Sep 20144.8610.2916.219.29-
Sandhurst BMF-Sandhurst Ind Share30 Sep 20141.927.3018.1210.154.34
Sandhurst IML Industrial Share30 Sep 20141.667.6919.1711.335.54
MLC UT/MKey InvSer Income Builder30 Sep 20141.796.6317.347.092.18
MLC Wholesale IncomeBuilderTM30 Sep 20142.427.9318.508.153.18
Maple-Brown Abbott Aus Shr Wholesale30 Sep 20141.316.1815.986.412.94
Maple-Brown Abbott Australian Equity30 Sep 20141.116.3716.566.853.18
Maple-Brown Abbott Sharemarket W30 Sep 20141.886.5216.526.763.15
Nikko AM Tyndall Australian Share Income30 Sep 20144.158.5816.517.04-
Nikko AM Tyndall Australian Share Value30 Sep 20141.475.7915.296.371.97
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Lazard Select Australian Equity I Cl1.4051.39923 Oct 2014Quarterly
Perpetual W Share Plus L/S2.6832.67323 Oct 20146 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.7531.74723 Oct 20146 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.5571.55023 Oct 20146 Monthly
Perpetual Wholesale Concentrated Equity1.8461.84123 Oct 20146 Monthly
Perpetual Wholesale Ethical SRI1.9541.94823 Oct 20146 Monthly
Sandhurst Prof IML Industrial Share--1.17422 Oct 20146 Monthly
Lazard Select Australian Equity W Cl1.4091.40423 Oct 2014Quarterly
OnePath OA IP-Perpetual Australian Sh EF1.1721.16921 Oct 2014Monthly
Perpetual WFI-Perpetual Indl Shr1.8331.82823 Oct 2014Quarterly
Perpetual WFIA-Perpetual Aus Shr3.0533.04423 Oct 20146 Monthly
Perpetual WFIA-Perpetual Concntr Eq1.3171.31323 Oct 20146 Monthly
Perpetual WFIA-Perpetual Indl Shr2.4332.42623 Oct 2014Quarterly
Perpetual Wholesale Australian1.7461.74123 Oct 20146 Monthly
Perpetual Wholesale Industrial1.5751.57023 Oct 20146 Monthly
SSgA Australian Managed Volatility Alpha1.1981.19122 Oct 20146 Monthly
Sandhurst BMF-Sandhurst Ind Share1.9261.91623 Oct 20146 Monthly
Sandhurst IML Industrial Share1.5561.54823 Oct 20146 Monthly
MLC UT/MKey InvSer Income Builder2.7022.69423 Oct 2014Quarterly
MLC Wholesale IncomeBuilderTM1.8691.86423 Oct 2014Quarterly
Maple-Brown Abbott Aus Shr Wholesale1.2321.22723 Oct 2014Quarterly
Maple-Brown Abbott Australian Equity1.3141.30923 Oct 2014Quarterly
Maple-Brown Abbott Sharemarket W1.0030.99923 Oct 2014Quarterly
Nikko AM Tyndall Australian Share Income1.3971.38923 Oct 2014Quarterly
Nikko AM Tyndall Australian Share Value0.8690.86423 Oct 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 Concentrated Equity25,000RetailInvestment TrustsOpen5893
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
Lazard Select Australian Equity W Cl100,000 W'sale Investment TrustsOpen10702
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 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
MLC UT/MKey InvSer Income Builder5,000RetailInvestment TrustsOpen3893
MLC Wholesale IncomeBuilderTM500,000 W'sale Investment TrustsOpen4779
Maple-Brown Abbott Aus Shr Wholesale25,000RetailInvestment TrustsOpen4864
Maple-Brown Abbott Australian Equity500,000 W'sale Investment TrustsOpen2867
Maple-Brown Abbott Sharemarket W50,000 W'sale Investment TrustsClosed8426
Nikko AM Tyndall Australian Share Income50,000 W'sale Investment TrustsOpen16966
Nikko AM Tyndall Australian Share Value20,000 W'sale Investment TrustsOpen269
Selected Stocks