Perpetual's - Australian Share Fund

PER0281AU

Perpetual's - Australian Share Fund PER0281AU 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.The Fund may have up to 20% exposure to investments in international shares where we believe there are opportunities that may enhance returns.6 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

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.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
funds

Listed Investment Companies monthly performance: December 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
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% Change
All Ordinaries8,954.60104.20-1.15%
CAC 408,265.413.250.04%
DAX 4024,635.40144.340.59%
Dow JONES (US)49,709.54800.821.64%
FTSE 10010,354.5145.290.44%
HKSE26,559.95325.29-1.21%
NASDAQ22,722.14181.550.81%
Nikkei 22554,253.68435.640.81%
NZX 50 Index13,444.0223.27-0.17%
S&P 5006,869.7371.331.05%
S&P/ASX 2008,708.8096.70-1.10%
SSE Composite Index4,065.5810.33-0.25%

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