Morningstar Fund Report
Perpetual WFTAP-Platinum International
Fund Report | Report generated 21 Apr 2021 |
Read the Analyst Research Report


Performance
31 Mar 2021
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-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 11.94 | -0.08 | -4.87 | 23.36 |
+/- Cat | -1.53 | -8.23 | -6.89 | 5.44 |
+/- Index | -3.46 | -12.03 | -10.05 | 6.73 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.53 | -2.79 | -3.56 | 150 / 160 |
3 Month | 8.83 | 2.09 | 2.50 | 19 / 159 |
1 Year | 24.41 | -0.47 | 0.86 | 60 / 159 |
3 Year | 5.00 | -5.64 | -8.16 | 140 / 148 |
5 Year | 9.30 | -2.43 | -4.37 | 124 / 144 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.64 | 12.34 | 12.16 |
Sharpe Ratio | 0.39 | 0.86 | 1 |
R-Squared | 53.82 | 80.21 | -- |
Beta | 0.7 | 0.9 | -- |
Alpha | -4.03 | -0.59 | -- |
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 Dec 2020) |
0.51 |
Minimum Investment $ | 20,000 |
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 15 Apr 2021
APIR Code | PER0351AU |
Legal Type | Term Allocated Pension |
Status | Open |
Category | Equity World Large Blend |
Entry Price $ | 3.4828 |
Exit Price $ | 3.4724 |
Exit Price 1 Week Change $ |
-0.0475 |
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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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.3000 |
Annual
ICR pa (30 Jun 2016) | 2.7800 |
Max Management Fee pa![]() |
0.00% |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2016) |
-- |
Max Brokerage | 0.6000 |