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Generation Perpetual Conservative Growth

ALL3019AU

Generation Perpetual Conservative Growth ALL3019AU Strategy

Invests in a diverse mix of growth, defensive and other assets, with a focus on cash, enhanced cash and fixed income securities. Tactical asset allocation strategies may be applied, which involves the fund adjusting its exposure to asset classes on a regular basis within the investment guidelines. Currency hedges may be used from time to time. Derivatives and exchange traded funds may be used in managing each asset class.
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: July 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 | June Quarter 2024

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds

Listed Investment Companies monthly performance: June 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,316.70 53.10 0.64%
CAC 40 7,630.95 10.00 -0.13%
DAX 40 18,906.92 5.65 -0.03%
Dow JONES (US) 41,563.08 228.03 0.55%
FTSE 100 8,376.63 3.01 -0.04%
HKSE 17,989.07 202.75 1.14%
NASDAQ 17,713.62 197.19 1.13%
Nikkei 225 38,647.75 285.22 0.74%
NZX 50 Index 12,447.68 94.07 0.76%
S&P 500 5,648.40 56.44 1.01%
S&P/ASX 200 8,091.90 46.80 0.58%
SSE Composite Index 2,842.21 19.11 0.68%

Market Movers

Name
Last price
Change
% Change
Aurizon Holdings Ltd AZJ 3.38 0.00 0.00%
Latin Resources Ltd LRS 0.20 0.01 -2.44%
Red 5 Ltd RED 0.34 0.02 6.25%
Droneshield Ltd DRO 1.33 0.09 7.29%
Mesoblast Ltd MSB 1.03 0.08 8.42%
Spartan Resources Ltd SPR 1.46 0.16 12.36%
Telstra Group Ltd TLS 3.93 0.02 0.51%
Pilbara Minerals Ltd PLS 2.97 0.06 2.06%
Appen Ltd APX 1.00 0.22 -17.70%
South32 Ltd S32 3.14 0.04 1.29%