Perpetual Geared Australian
PER0071AU
Perpetual Geared Australian PER0071AU Strategy
The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) 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.
Perpetual Geared Australian News & Analysis
personal-finance
Should I lever up?
The role of borrowing in an investment portfolio, and products that offer it.
funds
No losers in sight: The best performing equity funds of 2021
Every open-ended equity fund in the Morningstar Australia universe had a positive return in FY 2021.
funds
Sustainable fund delivers chart-topping performance amid market turbulence
Equity funds have been hit hard in the Covid-19 sell-off, but it is those that avoided underperforming commodity-related companies, financials, and property fared the best.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,909.60 | 42.50 | -0.47% |
| CAC 40 | 7,979.92 | 76.46 | -0.95% |
| DAX 40 | 23,954.93 | 395.35 | -1.62% |
| Dow JONES (US) | 49,756.42 | 51.95 | 0.10% |
| FTSE 100 | 10,265.32 | 4.11 | -0.04% |
| HKSE | 26,347.91 | 58.93 | -0.22% |
| NASDAQ | 25,954.76 | 319.36 | -1.22% |
| Nikkei 225 | 62,742.57 | 324.69 | 0.52% |
| NZX 50 Index | 13,080.33 | 130.15 | -0.99% |
| S&P 500 | 7,382.84 | 30.00 | -0.40% |
| S&P/ASX 200 | 8,670.70 | 40.60 | -0.47% |
| SSE Composite Index | 4,214.49 | 10.53 | -0.25% |