Perpetual Active Fixed Interest Fund
PER0262AU
Perpetual Active Fixed Interest Fund PER0262AU Strategy
The fund aims to enhance return by: diversifying the fund among different securities issued by various borrowers; actively managing for changes in market-wide and securities-specific credit margins; identifying and investing in relative value within the universe of the credit securities; actively managing the portfolio with respect to interest rates, swap and credit margins and managing the portfolio's sensitivity to changes in these.
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
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
Listed Investment Companies monthly performance: January 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).
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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,338.90 | 30.60 | 0.33% |
| CAC 40 | 8,519.21 | 22.04 | 0.26% |
| DAX 40 | 24,986.25 | 5.72 | -0.02% |
| Dow JONES (US) | 49,174.50 | 370.44 | 0.76% |
| FTSE 100 | 10,680.59 | 4.15 | -0.04% |
| HKSE | 26,744.50 | 154.18 | 0.58% |
| NASDAQ | 22,863.68 | 236.41 | 1.04% |
| Nikkei 225 | 58,056.91 | 735.82 | 1.28% |
| NZX 50 Index | 13,537.68 | 5.37 | 0.04% |
| S&P 500 | 6,890.07 | 52.32 | 0.77% |
| S&P/ASX 200 | 9,111.20 | 27.10 | 0.30% |
| SSE Composite Index | 4,125.32 | 7.91 | 0.19% |