Funds performance table by strategy

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fund namesort icon 1 mth 3 mth 12 mth ytd Inception Net assets Return Date
Perpetual High Grade Treasury R 0% 0% 3% 1% 5% 222M 2015-06-30
Perpetual Income & Growth Ord -4% 0% 9% 4% 11% - 2015-06-30
Perpetual Premium Treasury 0% 0% 3% 1% 5% 222M 2015-06-30
Perpetual PST Aus Shr 3% 6% 29% 17% 11% 2M 2013-08-31
Perpetual PST Bal Grth Option 0% 3% 20% 13% 7% 1386M 2013-08-31
Perpetual PST Indl Shr Option 2% 6% 28% 19% 12% 3618M 2013-08-31
Perpetual PST Int Shr Option -1% 6% 29% 25% 4% 631M 2013-08-31
Perpetual PST Small Coms -4% 0% -11% -11% 13% 350M 2011-12-31
Perpetual Pure Equity Alpha 0% 0% 10% 0% 9% - 2014-03-31
Perpetual Pure Value Share 1% 1% 8% 7% 18% 316M 2015-05-31
Perpetual W Share Plus L/S 2% 5% 34% 19% 13% 86M 2013-08-31
Perpetual Wholesale Australian 3% 6% 30% 17% 11% 2M 2013-08-31
Perpetual Wholesale Balanced Growth 0% 3% 21% 14% 7% 1386M 2013-08-31
Perpetual Wholesale Concentrated Equity 3% 5% 30% 17% 12% 1048M 2013-08-31
Perpetual Wholesale Conservative Growth 0% 1% 11% 7% 7% 210M 2013-08-31
Perpetual Wholesale Diversified Growth 0% 2% 17% 11% 6% 79M 2013-08-31
Perpetual Wholesale Diversified Income 0% 0% 7% 3% 5% 231M 2013-08-31
Perpetual Wholesale Dynamic Fixed Income 0% 0% 4% 2% 7% - 2013-08-31
Perpetual Wholesale Ethical SRI 2% 5% 32% 18% 12% 347M 2013-08-31
Perpetual Wholesale Geared Australian 7% 13% 69% 37% 15% 491M 2013-08-31
Perpetual Wholesale Global Resources A 4% 9% 17% 5% 5% 0M 2013-08-31
Perpetual Wholesale Global Resources B 4% 9% 17% 5% 10% 0M 2013-08-31
Perpetual Wholesale Industrial 2% 6% 30% 20% 11% 3618M 2013-08-31
Perpetual Wholesale International Share -2% 6% 33% 28% 3% 631M 2013-08-31
Perpetual Wholesale Monthly Income 0% 0% 0% 0% 4% 745M 2014-01-31
Perpetual Wholesale Property Income -1% 2% 19% 6% 3% 104M 2013-06-30
Perpetual Wholesale Property Securities -4% 0% 20% 4% 5% 76M 2013-06-30
Perpetual Wholesale Smaller Companies -4% 0% -13% -13% 12% 350M 2011-12-31
Perpetual Wholesale Smaller Companies 2 5% 10% 31% 13% 8% 350M 2013-08-31
Perpetual Wholesale Split Growth 0% 6% 32% 25% 3% 45M 2013-08-31

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