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  Fund Name Morningstar
Rating
Morningstar
Analyst Rating
Category Net Assets
$Mil
Antares Prof Dividend Builder5/Australia Large Value170.62
Investors Mutual WS Industrial Share5/Australia Large Value251.78
Perpetual W Share Plus L/S5/Australia Large Value630.11
Perpetual WFIA-Perpetual Share Plus L/S5/Australia Large Value13.57
Perpetual Wholesale Ethical SRI5/Australia Large Value825.48
Sandhurst IML Industrial Share5/Australia Large Value182.87
Sandhurst Prof IML Industrial Share5/Australia Large Value4.00
BT WE BT Investors Mutual Industrial Shr4/Australia Large Value8.04
CFS FC Inv-Investors Mutual Aus Shr4/Australia Large Value42.92
CFS FC Inv-Perpetual Industrial Shr4/Australia Large Value148.03
CFS FC WS Inv-Investors Mutual W Aus Shr4/Australia Large Value56.13
CFS FC WS Inv-Perpetual Industrial Share4/Australia Large Value108.77
EQT Australian Equity Income Fund4/Australia Large Value67.92
Investors Mutual Concentrated Aus Share4/Australia Large Value3.23
Lazard Australian Equity I4/Australia Large Value128.23
Lazard Australian Equity W4/Australia Large Value14.15
Lazard Select Australian Equity I Cl4/Australia Large Value20.75
Lazard Select Australian Equity W Cl4/Australia Large Value93.79
MLC Wholesale IncomeBuilderTM4/Australia Large Value555.48
Maple-Brown Abbott Australian Equity4/Australia Large Value487.35
Maple-Brown Abbott Sharemarket W4/Australia Large Value13.88
PIC Wholesale Income Builder4/Australia Large Value--
Perpetual WFI-Perpetual Indl Shr4/Australia Large Value1,164.74
Perpetual WFIA-Perpetual Concntr Eq4/Australia Large Value17.79
Perpetual WFIA-Perpetual Ethical SRI4/Australia Large Value25.94
 
 
Fund Name Date 6 Mnths % 1 Yr
%
3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Antares Prof Dividend Builder31 Jan 20157.8121.4021.7114.068.68
Investors Mutual WS Industrial Share31 Jan 20158.3217.9321.1514.058.65
Perpetual W Share Plus L/S31 Jan 20152.6513.7822.0515.429.47
Perpetual WFIA-Perpetual Share Plus L/S31 Jan 20152.1412.6020.8314.35-
Perpetual Wholesale Ethical SRI31 Jan 20154.0511.1422.8014.8610.46
Sandhurst IML Industrial Share31 Jan 20158.3917.2321.1014.018.60
Sandhurst Prof IML Industrial Share31 Jan 20158.1417.5620.7713.688.29
BT WE BT Investors Mutual Industrial Shr31 Jan 20157.7016.5319.6512.737.51
CFS FC Inv-Investors Mutual Aus Shr31 Jan 20155.2313.2316.1410.355.77
CFS FC Inv-Perpetual Industrial Shr31 Jan 20153.9415.2319.8211.596.73
CFS FC WS Inv-Investors Mutual W Aus Shr31 Jan 20155.5914.0016.9311.086.45
CFS FC WS Inv-Perpetual Industrial Share31 Jan 20154.2816.0020.6412.327.41
EQT Australian Equity Income Fund31 Jan 20156.7420.9921.49--
Investors Mutual Concentrated Aus Share31 Jan 20157.3115.7317.81--
Lazard Australian Equity I31 Jan 20151.6010.7019.1611.575.94
Lazard Australian Equity W31 Jan 20151.5210.5119.0311.425.80
Lazard Select Australian Equity I Cl31 Jan 20153.7711.3320.8912.936.39
Lazard Select Australian Equity W Cl31 Jan 20153.6911.1720.7212.766.23
MLC Wholesale IncomeBuilderTM31 Jan 20155.8318.0619.9211.076.47
Maple-Brown Abbott Australian Equity31 Jan 20150.0110.8316.238.715.54
Maple-Brown Abbott Sharemarket W31 Jan 20150.3710.7415.818.535.38
PIC Wholesale Income Builder31 Jan 20155.8318.0719.9111.146.58
Perpetual WFI-Perpetual Indl Shr31 Jan 20154.2515.5920.0311.626.78
Perpetual WFIA-Perpetual Concntr Eq31 Jan 2015-0.1310.7116.5110.90-
Perpetual WFIA-Perpetual Ethical SRI31 Jan 20153.479.8821.4613.80-
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Antares Prof Dividend Builder1.3831.37904 Mar 2015Quarterly
Investors Mutual WS Industrial Share1.8951.88504 Mar 20156 Monthly
Perpetual W Share Plus L/S2.9092.89704 Mar 20156 Monthly
Perpetual WFIA-Perpetual Share Plus L/S1.6841.67704 Mar 20156 Monthly
Perpetual Wholesale Ethical SRI2.1952.18904 Mar 20156 Monthly
Sandhurst IML Industrial Share1.7121.70404 Mar 20156 Monthly
Sandhurst Prof IML Industrial Share--1.30203 Mar 20156 Monthly
BT WE BT Investors Mutual Industrial Shr1.3701.36304 Mar 20156 Monthly
CFS FC Inv-Investors Mutual Aus Shr1.6321.62504 Mar 2015Quarterly
CFS FC Inv-Perpetual Industrial Shr1.5551.54904 Mar 2015Quarterly
CFS FC WS Inv-Investors Mutual W Aus Shr1.6831.67604 Mar 2015Quarterly
CFS FC WS Inv-Perpetual Industrial Share1.6571.65104 Mar 2015Quarterly
EQT Australian Equity Income Fund1.8071.79503 Mar 2015Quarterly
Investors Mutual Concentrated Aus Share1.4771.47004 Mar 20156 Monthly
Lazard Australian Equity I1.3981.39304 Mar 2015Quarterly
Lazard Australian Equity W1.1921.18704 Mar 2015Quarterly
Lazard Select Australian Equity I Cl1.5961.58904 Mar 2015Quarterly
Lazard Select Australian Equity W Cl1.5961.59004 Mar 2015Quarterly
MLC Wholesale IncomeBuilderTM2.1202.11404 Mar 2015Quarterly
Maple-Brown Abbott Australian Equity1.4091.40304 Mar 2015Quarterly
Maple-Brown Abbott Sharemarket W1.1071.10204 Mar 2015Quarterly
PIC Wholesale Income Builder2.1202.11404 Mar 2015Quarterly
Perpetual WFI-Perpetual Indl Shr2.0452.03904 Mar 2015Quarterly
Perpetual WFIA-Perpetual Concntr Eq1.4341.43004 Mar 20156 Monthly
Perpetual WFIA-Perpetual Ethical SRI1.9651.95904 Mar 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 WFIA-Perpetual Share Plus L/S2,000RetailInvestment TrustsOpen16775
Perpetual Wholesale Ethical SRI25,000RetailInvestment TrustsOpen8649
Sandhurst IML Industrial Share50,000 W'sale Investment TrustsOpen7045
Sandhurst Prof IML Industrial Share25,000RetailInvestment TrustsClosed14315
BT WE BT Investors Mutual Industrial Shr5,000RetailInvestment TrustsOpen12144
CFS FC Inv-Investors Mutual Aus Shr5,000RetailInvestment TrustsOpen11098
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 Australian Equity W100,000 W'sale Investment TrustsOpen10700
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
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
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