Perpetual Conservative Growth
PER0077AU
Perpetual Conservative Growth PER0077AU Strategy
The fund aims to- provide moderate growth over the medium term and income through investment in a diversified portfolio taxes) over rolling three-year periods. with an emphasis on cash and fixed income securities -outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods -outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
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.
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Listed Investment Companies monthly performance: January 2026
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,085.10 | 36.30 | 0.40% |
| CAC 40 | 8,058.39 | 109.34 | -1.34% |
| DAX 40 | 23,914.46 | 98.71 | 0.41% |
| Dow JONES (US) | 47,954.74 | 784.67 | -1.61% |
| FTSE 100 | 10,430.82 | 16.88 | 0.16% |
| HKSE | 25,768.40 | 447.06 | 1.77% |
| NASDAQ | 22,748.99 | 58.50 | -0.26% |
| Nikkei 225 | 55,620.84 | 342.78 | 0.62% |
| NZX 50 Index | 13,519.35 | 98.54 | -0.72% |
| S&P 500 | 6,830.71 | 38.79 | -0.56% |
| S&P/ASX 200 | 8,851.00 | 25.80 | 0.29% |
| SSE Composite Index | 4,124.19 | 15.63 | 0.38% |