Perpetual WFS - Concentrated Equity
PER0221AU
Perpetual WFS - Concentrated Equity PER0221AU Strategy
Provides investors with higher potential returns, through the active management of a portfolio of fewer stocks but with higher conviction, than our core Australian equity funds. This concentration may lead to increased short term volatility.
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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
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).
funds
What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,138.60 | 19.70 | -0.22% |
| CAC 40 | 8,062.58 | 49.44 | -0.61% |
| DAX 40 | 24,703.12 | 255.94 | -1.03% |
| Dow JONES (US) | 48,488.59 | 870.74 | -1.76% |
| FTSE 100 | 10,126.78 | 68.57 | -0.67% |
| HKSE | 26,487.51 | 76.39 | -0.29% |
| NASDAQ | 22,954.32 | 561.07 | -2.39% |
| Nikkei 225 | 52,991.10 | 592.47 | -1.11% |
| NZX 50 Index | 13,573.93 | 0.00 | 0.00% |
| S&P 500 | 6,796.86 | 143.15 | -2.06% |
| S&P/ASX 200 | 8,815.90 | 20.70 | -0.23% |
| SSE Composite Index | 4,113.65 | 0.35 | -0.01% |