Perpetual WFP-Ausbil Aust Actv Eq

PER0152AU

Perpetual WFP-Ausbil Aust Actv Eq PER0152AU Strategy

The fund aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions,w ith the aim of producing consistent and risk controlled outperformance. The fund primarily invests in a portfolio of ASX listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 index. The fund may invest up to 10% in exchange traded derivatives primarily to manage risk of the Fund. Derivatives are not used speculatively or for the purposes of gearing the Fund.
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

Listed Investment Companies monthly performance: March 2026

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).
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Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
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Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

Morningstar Investment Ideas

Markets

Index
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CAC 408,080.998.860.11%
DAX 4024,175.10220.540.92%
Dow JONES (US)48,861.81280.12-0.57%
FTSE 10010,373.98160.871.58%
HKSE25,776.53335.31-1.28%
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Nikkei 22559,284.92632.54-1.06%
NZX 50 Index12,903.31133.011.04%
S&P 5007,135.950.000.00%
S&P/ASX 2008,665.8025.600.30%
SSE Composite Index4,112.164.650.11%

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