WealthFocus Perpetual Diversified Income
PER0284AU
WealthFocus Perpetual Diversified Income PER0284AU Strategy
The Fund diversifies amongst different securities issued by various borrowers, actively managing for changes in market wide and security specific credit margins, invests in relative value within the universe of credit securities, maximising returns from liquidity premiums and actively manages with respect to interest rates, swap and credit margins.
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
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.
funds
The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
funds
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
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,923.90 | 3.70 | 0.04% |
| CAC 40 | 8,100.51 | 79.26 | -0.97% |
| DAX 40 | 25,379.08 | 189.48 | -0.74% |
| Dow JONES (US) | 52,369.57 | 203.72 | -0.39% |
| FTSE 100 | 10,685.54 | 35.10 | 0.33% |
| HKSE | 24,917.60 | 111.97 | 0.45% |
| NASDAQ | 26,113.03 | 220.01 | -0.84% |
| Nikkei 225 | 63,492.99 | 518.35 | -0.81% |
| NZX 50 Index | 13,560.69 | 19.64 | -0.14% |
| S&P 500 | 7,604.71 | 52.27 | -0.68% |
| S&P/ASX 200 | 8,749.90 | 8.70 | 0.10% |
| SSE Composite Index | 3,885.33 | 2.78 | -0.07% |