Perpetual Dynamic Fixed Income
PER0557AU
Perpetual Dynamic Fixed Income PER0557AU Strategy
The fundl aims to achieve the objective by: • investing in both Australian and international fixed income assets • actively managing the credit risk through: –– diversifying the Fund among different securities issued by various borrowers –– actively managing for changes in market-wide and security-specific credit margins –– identifying and investing in relative value within the universe of credit securities • managing duration risk considering a variety of factors, including valuations and current 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
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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
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Listed Investment Companies monthly performance: December 2025
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,954.60 | 104.20 | -1.15% |
| CAC 40 | 8,273.84 | 11.68 | 0.14% |
| DAX 40 | 24,721.46 | 230.40 | 0.94% |
| Dow JONES (US) | 50,115.67 | 1,206.95 | 2.47% |
| FTSE 100 | 10,369.75 | 60.53 | 0.59% |
| HKSE | 26,559.95 | 325.29 | -1.21% |
| NASDAQ | 23,031.21 | 490.63 | 2.18% |
| Nikkei 225 | 54,253.68 | 435.64 | 0.81% |
| NZX 50 Index | 13,444.02 | 23.27 | -0.17% |
| S&P 500 | 6,932.30 | 133.90 | 1.97% |
| S&P/ASX 200 | 8,708.80 | 96.70 | -1.10% |
| SSE Composite Index | 4,065.58 | 10.33 | -0.25% |