Perpetual WFIA-Perpetual Cash
PER0040AU
Perpetual WFIA-Perpetual Cash PER0040AU Strategy
Perpetual aims to achieve the objective by: actively managing the portfolio with respect to the future course of interest rates, actively managing for changes in the level of interest rates and credit margins amongst individual securities with different maturities, diversifying the fund amongst different securities issued by various borrowers.
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
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 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 Ordinaries | 8,969.80 | 23.20 | 0.26% |
| CAC 40 | 8,183.34 | 5.53 | -0.07% |
| DAX 40 | 25,104.70 | 12.45 | 0.05% |
| Dow JONES (US) | 51,032.46 | 363.49 | 0.72% |
| FTSE 100 | 10,409.28 | 16.68 | -0.16% |
| HKSE | 25,343.52 | 161.13 | 0.64% |
| NASDAQ | 26,972.62 | 55.15 | 0.20% |
| Nikkei 225 | 67,010.93 | 681.43 | 1.03% |
| NZX 50 Index | 13,244.55 | 38.44 | 0.29% |
| S&P 500 | 7,580.06 | 16.43 | 0.22% |
| S&P/ASX 200 | 8,729.40 | 19.40 | 0.22% |
| SSE Composite Index | 4,054.32 | 14.25 | -0.35% |