Morningstar Fund Report
Perpetual WFTAP-Platinum International
Fund Report | Report generated 20 May 2022 |
Read the Analyst Research Report


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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |