Morningstar Fund Report
Perpetual WFP-van Eyk Blueprint High Gr
Performance
--
Growth of $10,000

Fund: Perpetual WFP-van Eyk Blueprint High Gr

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at --Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -- | -- | -- | -- |
3 Month | -- | -- | -- | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at --3-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 10 Nov 2008 |
Responsible Entity | Perpetual Superannuation Limited |
Fund Manager | Van Eyk Research Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Dec 2020) |
0.00 |
Minimum Investment $ | 20,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2014
Domestic Equity | 35.444 |
International Equity | 32.181 |
Listed Property | 8.029 |
Unlisted Property | 10.352 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 1.627 |
Cash | 1.910 |
Other | 10.456 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 02 Jul 2015
APIR Code | PER0519AU |
Legal Type | Allocated Pension |
Status | Open |
Category | Multisector Aggressive |
Entry Price $ | 1.2465 |
Exit Price $ | 1.2465 |
Exit Price 1 Week Change $ |
-0.0034 |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
ICR pa (30 Jun 2015) | 1.3100 |
Max Management Fee pa![]() |
2.00% |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2015) |
-- |
Max Brokerage | 0.6000 |