Perpetual WFS-MFS Global Equity

PER0534AU

Perpetual WFS-MFS Global Equity PER0534AU Strategy

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
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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Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 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 Ordinaries8,712.8044.300.51%
CAC 407,701.9567.36-0.87%
DAX 4022,300.75312.22-1.38%
Dow JONES (US)45,165.80794.31-1.73%
FTSE 1009,967.354.82-0.05%
HKSE24,951.8895.450.38%
NASDAQ20,948.36459.72-2.15%
Nikkei 22553,373.07230.58-0.43%
NZX 50 Index12,935.3941.60-0.32%
S&P 5006,370.69106.47-1.64%
S&P/ASX 2008,516.3044.700.53%
SSE Composite Index3,913.7224.640.63%

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