Perpetual Credit Income
PER0263AU
Perpetual Credit Income PER0263AU Strategy
The Trust can invest 30%-100% of the Portfolio in investment grade assets with an issuer limit of 15% of the Portfolio. The Trust can also invest 0-70% of the Portfolio in sub-investment grade or unrated assets with an issuer limit of 10% of the Portfolio. The Trust can invest 70% to 100% of the Portfolio in assets denominated in Australian dollars and a maximum of 30% of the Portfolio in assets denominated in foreign currencies.
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
Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
funds
Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds
It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,267.80 | 104.40 | 1.14% |
| CAC 40 | 8,278.59 | 45.30 | 0.55% |
| DAX 40 | 26,347.45 | 80.26 | 0.31% |
| Dow JONES (US) | 52,233.32 | 156.43 | -0.30% |
| FTSE 100 | 10,751.59 | 31.28 | -0.29% |
| HKSE | 24,557.04 | 108.09 | 0.44% |
| NASDAQ | 25,065.87 | 187.27 | -0.74% |
| Nikkei 225 | 60,459.58 | 1,684.08 | 2.87% |
| NZX 50 Index | 14,167.41 | 193.79 | 1.39% |
| S&P 500 | 7,521.12 | 28.82 | -0.38% |
| S&P/ASX 200 | 9,129.00 | 99.30 | 1.10% |
| SSE Composite Index | 3,663.72 | 2.93 | 0.08% |