LIB - Perpetual Wholesale AUS Shr Fd

LIF2202AU

LIB - Perpetual Wholesale AUS Shr Fd LIF2202AU Strategy

The underlying portfolio manager researches companies of all sizes using consistent share selection criteria. The underlying portfolio manager’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria, namely conservative debt levels, sound management, quality business and recurring earnings.
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

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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.

Morningstar Investment Ideas

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