Perpetual WFIA-Investor Mutual Aus Sha
PER0482AU
Perpetual WFIA-Investor Mutual Aus Sha PER0482AU Strategy
The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand industrial and resource shares, where these shares are identified by their investment team as being undervalued.
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: September 2025
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 | 8,907.00 | 2.50 | 0.03% |
| CAC 40 | 8,232.49 | 8.75 | -0.11% |
| DAX 40 | 24,041.62 | 339.84 | -1.39% |
| Dow JONES (US) | 47,457.22 | 797.60 | -1.65% |
| FTSE 100 | 9,807.68 | 103.74 | -1.05% |
| HKSE | 26,637.67 | 435.36 | -1.61% |
| NASDAQ | 22,870.36 | 536.10 | -2.29% |
| Nikkei 225 | 50,376.53 | 905.30 | -1.77% |
| NZX 50 Index | 13,464.46 | 133.41 | -0.98% |
| S&P 500 | 6,737.49 | 113.43 | -1.66% |
| S&P/ASX 200 | 8,634.50 | 8.90 | 0.10% |
| SSE Composite Index | 3,991.86 | 37.65 | -0.93% |