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
ETFs
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- Active Australian Equity ETFs
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- Active Global Equity ETFs
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- Active Australian Fixed Interest ETFs
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- Active Australian Listed Property ETFs
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- Active Global Infrastructure 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 | 7,869.60 | 139.80 | -1.75% |
| CAC 40 | 8,045.11 | 34.28 | 0.43% |
| DAX 40 | 18,026.58 | 96.26 | 0.54% |
| Dow JONES (US) | 37,735.11 | 248.13 | -0.65% |
| FTSE 100 | 7,965.53 | 30.05 | -0.38% |
| HKSE | 16,325.78 | 274.68 | -1.65% |
| NASDAQ | 15,885.02 | 290.08 | -1.79% |
| Nikkei 225 | 38,499.99 | 732.81 | -1.87% |
| NZX 50 Index | 11,804.84 | 111.94 | -0.94% |
| S&P 500 | 5,061.82 | 61.59 | -1.20% |
| S&P/ASX 200 | 7,619.80 | 132.70 | -1.71% |
| SSE Composite Index | 3,031.12 | 26.26 | -0.86% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.04 | 0.00 | -7.89% |
| The Star Entertainment Group Ltd SGR | 0.43 | 0.06 | -11.86% |
| Imugene Ltd IMU | 0.08 | 0.01 | -9.89% |
| Zip Co Ltd ZIP | 1.18 | 0.15 | -11.28% |
| Resolute Mining Ltd RSG | 0.44 | 0.05 | -10.71% |
| Peninsula Energy Ltd PEN | 0.10 | 0.01 | -7.62% |
| Telstra Group Ltd TLS | 3.70 | 0.02 | -0.40% |
| Piedmont Lithium Inc PLL | 0.23 | 0.06 | -21.05% |
| Core Lithium Ltd CXO | 0.15 | 0.01 | -6.45% |
| Nine Entertainment Co. Holdings Ltd NEC | 1.54 | 0.02 | -1.12% |