Morningstar Fund Report
Perpetual WFTAP-Platinum International
Fund Report | Report generated 20 May 2022 | 
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Performance
30 Apr 2022
Growth of $10,000
Fund: Perpetual WFTAP-Platinum International
Index: MSCI World Ex Australia NR AUD
Category: Equity World Large Blend
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | -0.08 | -4.87 | 25.25 | -4.86 |
| +/- Cat | -8.23 | -6.89 | -1.28 | -0.10 |
| +/- Index | -12.03 | -10.05 | -2.25 | -3.71 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 3.75 | 5.73 | 6.92 | 7 / 156 |
| 3 Month | -7.54 | 1.65 | 1.79 | 21 / 156 |
| 1 Year | -3.93 | -3.46 | -8.67 | 111 / 153 |
| 3 Year | 3.27 | -3.93 | -6.80 | 133 / 151 |
| 5 Year | 5.27 | -3.46 | -6.10 | 130 / 140 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 12.34 | 12.18 | 12.05 |
| Sharpe Ratio | 0.29 | 0.62 | 0.83 |
| R-Squared | 30.7 | 75.36 | -- |
| Beta | 0.57 | 0.86 | -- |
| Alpha | -2.06 | -0.98 | -- |
Fund Details
| Fund Inception | 01 Oct 2003 |
| Responsible Entity | Perpetual Superannuation Limited |
| Fund Manager | Platinum Investment Management Ltd |
| Base Currency | $A |
| Net Assets $Mil (as at 31 Mar 2022) |
0.43 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 18 May 2022
| APIR Code | PER0351AU |
| Legal Type | Term Allocated Pension |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 3.4398 |
| Exit Price $ | 3.4295 |
| Exit Price 1 Week Change $ |
0.0710 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 30 Jun 2016
| Total Cost Ratio (Prospective) | 2.78% |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |