Perpetual WFIA-Perpetual Dvrsfd Real Rt

PER0739AU

Perpetual WFIA-Perpetual Dvrsfd Real Rt PER0739AU Strategy

The option will invest in a diversified range of asset classes. The combination of assets held by the option at any time are those which Perpetual believe provide the greatest probability of achieving the target return over rolling 5 year periods. The option may implement a considerable amount of its exposures via derivatives and may include alternative and private market assets. Currency is managed at the option level.
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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New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
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The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

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CAC 408,117.7861.99-0.76%
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Dow JONES (US)52,421.20152.09-0.29%
FTSE 10010,697.5747.130.44%
HKSE24,818.0699.54-0.40%
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Nikkei 22564,004.66511.670.81%
NZX 50 Index13,495.2765.42-0.48%
S&P 5007,619.9837.00-0.48%
S&P/ASX 2008,671.7078.20-0.89%
SSE Composite Index3,883.242.10-0.05%

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