Perpetual Bal Grth 2
PER0013AU
Perpetual Bal Grth 2 PER0013AU Strategy
Aims to: provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
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
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.
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Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
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Listed Investment Companies monthly performance: December 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 | 8,954.60 | 104.20 | -1.15% |
| CAC 40 | 8,246.38 | 15.78 | -0.19% |
| DAX 40 | 24,612.67 | 121.61 | 0.50% |
| Dow JONES (US) | 49,053.22 | 448.08 | -0.91% |
| FTSE 100 | 10,330.19 | 20.97 | 0.20% |
| HKSE | 26,559.95 | 325.29 | -1.21% |
| NASDAQ | 22,540.59 | 363.99 | -1.59% |
| Nikkei 225 | 54,253.68 | 435.64 | 0.81% |
| NZX 50 Index | 13,444.02 | 23.27 | -0.17% |
| S&P 500 | 6,821.72 | 23.32 | 0.34% |
| S&P/ASX 200 | 8,708.80 | 96.70 | -1.10% |
| SSE Composite Index | 4,065.58 | 10.33 | -0.25% |