WealthFocus Perpetual Diversified Income
PER0284AU
WealthFocus Perpetual Diversified Income PER0284AU Strategy
The Fund diversifies amongst different securities issued by various borrowers, actively managing for changes in market wide and security specific credit margins, invests in relative value within the universe of credit securities, maximising returns from liquidity premiums and actively manages with respect to interest rates, swap and credit margins.
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
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
funds
Listed Investment Companies monthly performance: March 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).
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.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
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 | 7,938.30 | 36.30 | 0.46% |
| CAC 40 | 8,040.36 | 17.95 | 0.22% |
| DAX 40 | 17,860.80 | 123.44 | 0.70% |
| Dow JONES (US) | 38,239.98 | 253.58 | 0.67% |
| FTSE 100 | 8,023.87 | 128.02 | 1.62% |
| HKSE | 16,782.71 | 271.02 | 1.64% |
| NASDAQ | 15,451.30 | 169.29 | 1.11% |
| Nikkei 225 | 37,624.10 | 185.49 | 0.50% |
| NZX 50 Index | 11,797.11 | 55.69 | -0.47% |
| S&P 500 | 5,010.60 | 43.37 | 0.87% |
| S&P/ASX 200 | 7,683.60 | 34.40 | 0.45% |
| SSE Composite Index | 3,032.13 | 12.47 | -0.41% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Imugene Ltd IMU | 0.09 | 0.00 | 0.59% |
| The Star Entertainment Group Ltd SGR | 0.42 | 0.01 | 1.81% |
| Base Resources Ltd BSE | 0.23 | 0.01 | -2.13% |
| Red 5 Ltd RED | 0.42 | 0.02 | -4.02% |
| Zip Co Ltd ZIP | 1.22 | 0.04 | 3.40% |
| Vitura Health Ltd VIT | 0.12 | 0.04 | -25.00% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 1.47% |
| Telstra Group Ltd TLS | 3.69 | 0.01 | -0.27% |
| South32 Ltd S32 | 3.38 | 0.01 | 0.15% |
| Aurelia Metals Ltd AMI | 0.19 | 0.00 | 0.00% |