Perpetual WFIA-Magellan Global
PER0472AU
Perpetual WFIA-Magellan Global PER0472AU Strategy
The fund primarily invests in the securities of companies listed on stock exchanges around the world, but will also have some exposure to cash. The fund can use foreign exchange contracts to facilitate settlement of stock purchases. It is not the investment manager’s intention to hedge the foreign currency exposure of the fund arising from investments in overseas markets.
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.
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Listed Investment Companies monthly performance: January 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,117.10 | 40.60 | -0.44% |
| CAC 40 | 8,131.00 | 27.16 | 0.34% |
| DAX 40 | 23,919.11 | 128.46 | 0.54% |
| Dow JONES (US) | 48,501.27 | 403.51 | -0.83% |
| FTSE 100 | 10,498.35 | 14.22 | 0.14% |
| HKSE | 25,249.48 | 518.60 | -2.01% |
| NASDAQ | 22,516.69 | 232.17 | -1.02% |
| Nikkei 225 | 54,245.54 | 2,033.51 | -3.61% |
| NZX 50 Index | 13,531.12 | 89.09 | -0.65% |
| S&P 500 | 6,816.63 | 64.99 | -0.94% |
| S&P/ASX 200 | 8,901.20 | 35.80 | -0.40% |
| SSE Composite Index | 4,082.47 | 40.20 | -0.98% |