Perpetual Investment Management
Perpetual WF Allocated Pn Solaris Core Australian Equity
Unit price
$3.8862
as at 19 Feb 2019
Fund size
$1.2M
as at 31 Dec 2018
Inception
5 Nov 2003
About this Investment
Investment objective: The Investment Objective of the fund is to achieve 3.0% p.a. outperformance of the benchmark (S&P/ASX200 Accumulation Index) over rolling 3 year periods. The fund was launched on 5 November 2003. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Large Caps Australia
Investor Type
Both
Structure
Managed Fund
APIR code
PER0090AU
Asset Allocation
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP Group Limited | 12.72% |
| Commonwealth Bank of Australia | 7.43% |
| National Australia Bank Limited | 5.45% |
| ANZ Group Holdings Limited | 4.92% |
| Goodman Group | 3.53% |
| Woodside Energy Group Limited | 3.04% |
| Macquarie Group Limited | 2.94% |
| Westpac Banking Corporation | 2.92% |
| Aristocrat Leisure Limited | 2.84% |
| Telstra Group Limited | 2.68% |
| Total | 48.5% |
Portfolio as at 30 Sept 2026.
Documents
UpdatedAusBiz Wrap Platform
About Us
From AusBiz(1)
View allWhy this fund manager is focused on global diversification
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General advice warning. This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the PDS and TMD before making any decision. ausbiz Invest is a trading name of Ellerfield Private Wealth Ltd (ABN 86 161 363 097), AFSL 436859. Read our Financial Services Guide.
AusBiz Wrap is operated by [HUB24 operator / trustee entity, ABN, AFSL], which issues the AusBiz Wrap PDS. ausbiz Invest is the promoter of AusBiz Wrap. The fund is issued by Perpetual Investment Management.
Fund data supplied by FE fundinfo. Prices as at 2019-02-19; performance to 2026-09-30; portfolio as at 2026-09-30. ausbiz Invest does not guarantee third-party data.
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