Perpetual WFIA-Ausbil Aust Actv Eq

PER0450AU

Perpetual WFIA-Ausbil Aust Actv Eq PER0450AU Strategy

The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.
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

Listed Investment Companies monthly performance: September 2025

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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

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

Markets

Index
Last price
Change
% Change
All Ordinaries9,317.2026.50-0.28%
CAC 408,186.8938.89-0.47%
DAX 4024,233.9426.150.11%
Dow JONES (US)46,734.61144.200.31%
FTSE 1009,583.484.910.05%
HKSE26,160.15192.170.74%
NASDAQ22,941.80201.400.89%
Nikkei 22549,299.65658.041.35%
NZX 50 Index13,391.5914.490.11%
S&P 5006,738.440.000.00%
S&P/ASX 2009,019.0025.20-0.28%
SSE Composite Index3,950.3127.900.71%

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