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Perpetual WFIA-Vanguard Prpty Secs Idx

PER0509AU

Perpetual WFIA-Vanguard Prpty Secs Idx PER0509AU Strategy

The fund is managed to closely track the risk characteristics of the index, while minimising transaction costs and effectively managing index changes. The fund will hold all of the property securities in the index (at most times), allowing for individual security weightings to vary marginally from the index from time to time.
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.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,849.90 87.60 -1.10%
CAC 40 8,016.65 75.21 -0.93%
DAX 40 17,917.28 171.42 -0.95%
Dow JONES (US) 38,085.80 375.12 -0.98%
FTSE 100 8,078.86 38.48 0.48%
HKSE 17,483.61 199.07 1.15%
NASDAQ 15,611.76 100.99 -0.64%
Nikkei 225 37,715.75 87.27 0.23%
NZX 50 Index 11,884.41 62.02 -0.52%
S&P 500 5,048.42 23.21 -0.46%
S&P/ASX 200 7,588.90 94.10 -1.22%
SSE Composite Index 3,067.41 14.51 0.48%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
Jupiter Mines Ltd JMS 0.30 0.01 2.54%
The Star Entertainment Group Ltd SGR 0.39 0.01 -2.50%
Link Administration Holdings Ltd LNK 2.25 0.00 0.00%
Tietto Minerals Ltd TIE 0.68 0.00 0.37%
Pilbara Minerals Ltd PLS 3.81 0.06 -1.42%
BHP Group Ltd BHP 43.19 2.04 -4.51%
Imugene Ltd IMU 0.08 0.00 -4.82%
Aurelia Metals Ltd AMI 0.20 0.01 2.63%
Alligator Energy Ltd AGE 0.05 0.00 0.00%