Perennial Better Future Trust

WPC5600AU

Perennial Better Future Trust WPC5600AU Strategy

The Trust invests in a range of Australian and New Zealand listed (and unlisted) companies predominantly comprised of smaller and mid-cap stocks which Perennial, the investment manager, believes are Better Future Investments. The portfolio will hold in the range of 25 to 70 stocks. The Trust is authorised to invest up to 10% in cash. The Trust is authorised to utilise derivative instruments for risk management purposes, subject to the specific restriction that they cannot be used to gear portfolio exposure.
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

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
funds

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
funds

Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,168.7033.000.36%
CAC 408,425.13162.431.97%
DAX 4024,702.24547.772.27%
Dow JONES (US)49,642.071,063.352.19%
FTSE 10010,667.6377.640.73%
HKSE26,160.33233.93-0.89%
NASDAQ24,481.04378.341.57%
Nikkei 22558,475.901,042.44-1.75%
NZX 50 Index12,905.67160.39-1.23%
S&P 5007,135.9694.681.34%
S&P/ASX 2008,946.9036.800.41%
SSE Composite Index4,051.434.12-0.10%

Market Movers