IOOF WB Smaller Com-Perennial
IOF0132AU
IOOF WB Smaller Com-Perennial IOF0132AU Strategy
The Fund gains its investment exposure by investing in a range of smaller listed (or soon to be listed) companies outside the S&P/ASX 100 Index which Perennial, the underlying investment manager, believes have sustainable operations and whose share price offers good value.
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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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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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).
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,321.10 | 12.80 | 0.14% |
| CAC 40 | 8,519.21 | 22.04 | 0.26% |
| DAX 40 | 24,986.25 | 5.72 | -0.02% |
| Dow JONES (US) | 49,174.50 | 370.44 | 0.76% |
| FTSE 100 | 10,680.59 | 4.15 | -0.04% |
| HKSE | 26,590.32 | 491.59 | -1.82% |
| NASDAQ | 22,863.68 | 236.41 | 1.04% |
| Nikkei 225 | 57,906.95 | 585.86 | 1.02% |
| NZX 50 Index | 13,523.27 | 9.04 | -0.07% |
| S&P 500 | 6,890.07 | 52.32 | 0.77% |
| S&P/ASX 200 | 9,094.10 | 10.00 | 0.11% |
| SSE Composite Index | 4,117.41 | 35.34 | 0.87% |