Perpetual WFS-Perpetual Conservative
PER0018AU
Perpetual WFS-Perpetual Conservative PER0018AU Strategy
Invests in a diverse mix of assets such as Australian and international shares; fixed interest; property securities; mortgages and cash. TAA strategies may be applied to Australian shares; Australian fixed interest and cash. PIIML manages the international share component. PJF manages the property securities component. Investment guidelines: Australia shares 10-30%; international shares 0-10%; property securities 0-10%; fixed interest 25-55%; mezzanine mortgages 0-10%; cash 15-45%.
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: 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).
funds
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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 | 9,268.50 | 10.00 | 0.11% |
| CAC 40 | 8,152.82 | 21.67 | 0.27% |
| DAX 40 | 24,894.44 | 38.64 | -0.15% |
| Dow JONES (US) | 49,003.41 | 408.99 | -0.83% |
| FTSE 100 | 10,207.80 | 58.95 | 0.58% |
| HKSE | 27,126.95 | 361.43 | 1.35% |
| NASDAQ | 23,817.10 | 215.74 | 0.91% |
| Nikkei 225 | 53,333.54 | 448.29 | 0.85% |
| NZX 50 Index | 13,494.94 | 15.94 | -0.12% |
| S&P 500 | 6,978.60 | 28.37 | 0.41% |
| S&P/ASX 200 | 8,941.60 | 14.90 | 0.17% |
| SSE Composite Index | 4,139.90 | 7.30 | 0.18% |