Perpetual High Grade Floating Rate
PER0265AU
Perpetual High Grade Floating Rate PER0265AU Strategy
The Fund invests in a diversified portfolio of securities. By investing in corporate debt, asset-backed securities and debt-like hybrid securities and discount securities, we aim to enhance returns while substantially retaining low-risk characteristics.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common
funds
Listed Investment Companies monthly performance: February 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Stocks
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- Active Australian Equity ETFs
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Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,797.70 | 101.20 | -1.28% |
| CAC 40 | 8,023.26 | 41.75 | 0.52% |
| DAX 40 | 17,837.40 | 67.38 | 0.38% |
| Dow JONES (US) | 37,775.38 | 22.07 | 0.06% |
| FTSE 100 | 7,877.05 | 29.06 | 0.37% |
| HKSE | 16,246.34 | 139.53 | -0.85% |
| NASDAQ | 15,601.50 | 81.87 | -0.52% |
| Nikkei 225 | 37,127.60 | 952.10 | -2.50% |
| NZX 50 Index | 11,797.15 | 38.89 | -0.33% |
| S&P 500 | 5,011.12 | 11.09 | -0.22% |
| S&P/ASX 200 | 7,540.90 | 101.20 | -1.32% |
| SSE Composite Index | 3,074.22 | 0.00 | -0.00% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pantoro Ltd PNR | 0.09 | 0.00 | 2.30% |
| Imugene Ltd IMU | 0.08 | 0.00 | -2.56% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 0.00% |
| Alligator Energy Ltd AGE | 0.06 | 0.00 | 0.00% |
| Pilbara Minerals Ltd PLS | 3.87 | 0.06 | -1.40% |
| Alumina Ltd AWC | 1.52 | 0.03 | -1.77% |
| Telstra Group Ltd TLS | 3.64 | 0.04 | -0.95% |
| The Star Entertainment Group Ltd SGR | 0.42 | 0.01 | -1.19% |
| Evolution Mining Ltd EVN | 4.09 | 0.09 | 2.25% |
| Whitehaven Coal Ltd WHC | 7.89 | 0.01 | 0.13% |