Perpetual WFS-Perpetual Conservative
PER0018AU
Perpetual WFS-Perpetual Conservative PER0018AU Strategy
Invests in a diverse mix of assets such as Australian and international shares; fixed interest; property securities; mortgages and cash. TAA strategies may be applied to Australian shares; Australian fixed interest and cash. PIIML manages the international share component. PJF manages the property securities component. Investment guidelines: Australia shares 10-30%; international shares 0-10%; property securities 0-10%; fixed interest 25-55%; mezzanine mortgages 0-10%; cash 15-45%.
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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Listed Investment Companies monthly performance: January 2026
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).
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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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,244.30 | 16.50 | -0.18% |
| CAC 40 | 8,519.21 | 22.04 | 0.26% |
| DAX 40 | 24,986.25 | 5.72 | -0.02% |
| Dow JONES (US) | 49,180.27 | 376.21 | 0.77% |
| FTSE 100 | 10,680.59 | 4.15 | -0.04% |
| HKSE | 26,590.32 | 491.59 | -1.82% |
| NASDAQ | 22,847.09 | 219.82 | 0.97% |
| Nikkei 225 | 57,321.09 | 495.39 | 0.87% |
| NZX 50 Index | 13,532.31 | 111.88 | 0.83% |
| S&P 500 | 6,886.26 | 48.51 | 0.71% |
| S&P/ASX 200 | 9,022.30 | 12.10 | -0.13% |
| SSE Composite Index | 4,117.41 | 35.34 | 0.87% |