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ANZ OA IP-Perpetual Australian Shares EF

ANZ0390AU

ANZ OA IP-Perpetual Australian Shares EF ANZ0390AU Strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings. Derivatives may be used in managing 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

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 2024

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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,898.10 60.70 0.77%
CAC 40 8,088.24 71.59 0.89%
DAX 40 18,161.01 243.73 1.36%
Dow JONES (US) 38,239.66 153.86 0.40%
FTSE 100 8,139.83 60.97 0.75%
HKSE 17,950.90 299.75 1.70%
NASDAQ 15,927.90 316.14 2.03%
Nikkei 225 37,934.76 306.28 0.81%
NZX 50 Index 11,848.01 42.92 0.36%
S&P 500 5,099.96 51.54 1.02%
S&P/ASX 200 7,633.10 57.20 0.76%
SSE Composite Index 3,115.51 26.87 0.87%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Droneshield Ltd DRO 0.80 0.03 -3.61%
South32 Ltd S32 3.47 0.10 2.97%
Mesoblast Ltd MSB 1.02 0.09 9.41%
Northern Minerals Ltd NTU 0.03 0.00 6.25%
Tietto Minerals Ltd TIE 0.68 0.00 0.00%
Pilbara Minerals Ltd PLS 3.90 0.10 2.63%
Zip Co Ltd ZIP 1.24 0.08 6.93%
Imugene Ltd IMU 0.08 0.00 3.80%
Telstra Group Ltd TLS 3.65 0.01 0.27%