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OnePath OA FR IP-Perpetual Australian Sh

MMF1519AU

OnePath OA FR IP-Perpetual Australian Sh MMF1519AU Strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings. Derivatives may be used in managing the fund.
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).

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%