Morningstar Investor users sign in here.

WealthFocus Perpetual Industrial Share

PER0011AU

WealthFocus Perpetual Industrial Share PER0011AU Strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings. Derivatives may be used in managing the fund.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 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 - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,015.90 0.10 0.00%
CAC 40 7,628.80 57.23 0.76%
DAX 40 18,131.97 63.76 0.35%
Dow JONES (US) 38,834.86 56.76 0.15%
FTSE 100 8,191.29 49.14 0.60%
HKSE 18,161.55 246.00 1.37%
NASDAQ 17,862.23 5.21 0.03%
Nikkei 225 38,730.48 248.37 0.65%
NZX 50 Index 11,690.22 77.18 -0.66%
S&P 500 5,487.03 13.80 0.25%
S&P/ASX 200 7,776.20 1.90 -0.02%
SSE Composite Index 3,023.80 6.44 -0.21%

Market Movers

Name
Last price
Change
% Change
Latin Resources Ltd LRS 0.19 0.01 -5.13%
Sayona Mining Ltd SYA 0.04 0.00 1.43%
Liontown Resources Ltd LTR 1.00 0.02 -1.96%
Pilbara Minerals Ltd PLS 3.22 0.05 -1.38%
Red 5 Ltd RED 0.43 0.02 -4.44%
Beach Energy Ltd BPT 1.47 0.07 -4.25%
Australian Vanadium Ltd AVL 0.02 0.00 0.00%
Telstra Group Ltd TLS 3.59 0.01 -0.28%
Melbana Energy Ltd MAY 0.05 0.00 2.22%
Mirvac Group MGR 1.94 0.07 3.75%