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
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds
Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds
Listed Investment Companies monthly performance: August 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,529.50 | 38.00 | 0.45% |
| CAC 40 | 7,548.25 | 29.64 | -0.39% |
| DAX 40 | 19,411.55 | 37.72 | 0.19% |
| Dow JONES (US) | 42,863.86 | 409.74 | 0.97% |
| FTSE 100 | 8,245.06 | 8.59 | -0.10% |
| HKSE | 21,092.87 | 159.11 | -0.75% |
| NASDAQ | 18,342.94 | 60.89 | 0.33% |
| Nikkei 225 | 39,605.80 | 224.91 | 0.57% |
| NZX 50 Index | 12,766.75 | 78.89 | -0.61% |
| S&P 500 | 5,815.03 | 34.98 | 0.61% |
| S&P/ASX 200 | 8,252.80 | 38.30 | 0.47% |
| SSE Composite Index | 3,284.32 | 66.58 | 2.07% |