Perpetual Charitable & Commuity Investor
PER0392AU
Perpetual Charitable & Commuity Investor PER0392AU Strategy
Aims to provide income tax exempt charitable trusts and non-profit organisations with long-term capital growth and to maximise income through investment in a diversified portfolio with an emphasis on Australian shares and alternative investments.
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: August 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).
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Another dawn for hedge funds?
The opportunity and evolving role of hedge funds for investors today.
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The hidden costs of passive investing
Index funds and systematic strategies face trading frictions that quietly erode investor returns.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,183.30 | 36.30 | -0.39% |
| CAC 40 | 7,934.26 | 16.26 | 0.21% |
| DAX 40 | 24,387.93 | 146.47 | 0.60% |
| Dow JONES (US) | 46,089.14 | 609.54 | 1.34% |
| FTSE 100 | 9,442.87 | 15.40 | 0.16% |
| HKSE | 25,889.48 | 400.84 | -1.52% |
| NASDAQ | 22,691.76 | 487.33 | 2.19% |
| Nikkei 225 | 48,088.80 | 491.64 | -1.01% |
| NZX 50 Index | 13,351.92 | 115.34 | -0.86% |
| S&P 500 | 6,658.31 | 105.80 | 1.61% |
| S&P/ASX 200 | 8,882.80 | 36.30 | -0.41% |
| SSE Composite Index | 3,889.50 | 7.53 | -0.19% |