Perpetual WFTAP-MFS Global Equity
PER0652AU
Perpetual WFTAP-MFS Global Equity PER0652AU Strategy
The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.
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
funds
Listed Investment Companies monthly performance: July 2024
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 | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds
Listed Investment Companies monthly performance: June 2024
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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,241.50 | 49.60 | 0.61% |
| CAC 40 | 7,425.26 | 72.96 | 0.99% |
| DAX 40 | 18,443.56 | 141.66 | 0.77% |
| Dow JONES (US) | 40,829.59 | 484.18 | 1.20% |
| FTSE 100 | 8,270.84 | 29.13 | 0.35% |
| HKSE | 17,237.23 | 40.27 | 0.23% |
| NASDAQ | 16,884.60 | 193.77 | 1.16% |
| Nikkei 225 | 36,244.22 | 28.47 | 0.08% |
| NZX 50 Index | 12,633.87 | 12.25 | 0.10% |
| S&P 500 | 5,471.05 | 62.63 | 1.16% |
| S&P/ASX 200 | 8,039.10 | 51.00 | 0.64% |
| SSE Composite Index | 2,730.25 | 6.23 | -0.23% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Bowen Coking Coal Ltd BCB | 0.01 | 0.00 | -22.22% |
| GPT Group GPT | 5.09 | 0.01 | -0.20% |
| Red 5 Ltd RED | 0.29 | 0.01 | -1.72% |
| Core Lithium Ltd CXO | 0.09 | 0.00 | 3.57% |
| Steadfast Group Ltd SDF | 5.32 | 0.64 | -10.74% |
| Peninsula Energy Ltd PEN | 0.08 | 0.00 | 0.00% |
| Pilbara Minerals Ltd PLS | 2.36 | 0.06 | -2.28% |
| Appen Ltd APX | 1.29 | 0.04 | 3.21% |
| Telstra Group Ltd TLS | 3.94 | 0.02 | 0.51% |
| Cleanaway Waste Management Ltd CWY | 2.80 | 0.02 | -0.53% |