Perpetual Select Conservative

PER0248AU

Perpetual Select Conservative PER0248AU Strategy

The Fund has the following key attributes: • It aims to outperform a composite benchmark (before fees and tax) reflecting the target allocations at any time to the various asset types, over rolling three-year periods. It also aims to outperform the CPI by 1.00% (before fees and tax) over rolling three-year periods. • Aims to pay income on a quarterly basis given the Fund’s investment universe.
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

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New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
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The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

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