Perpetual Smaller Companies
PER0048AU
Perpetual Smaller Companies PER0048AU Strategy
The fund aims to: -provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index -outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
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.
Perpetual Smaller Companies News & Analysis
funds
Fund spy: High cash balances hinder fund performance
Historically low interest rates have dented the reputation of cash as a financial security blanket.
funds
Fund spy: Small-cap funds that went from worst to first
As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and focus on the outperformers.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,869.00 | 52.50 | -0.59% |
| CAC 40 | 7,873.11 | 45.48 | 0.58% |
| DAX 40 | 25,298.61 | 38.71 | 0.15% |
| Dow JONES (US) | 51,621.48 | 48.62 | -0.09% |
| FTSE 100 | 10,724.86 | 74.53 | 0.70% |
| HKSE | 24,314.17 | 31.05 | -0.13% |
| NASDAQ | 26,692.87 | 511.51 | -1.88% |
| Nikkei 225 | 67,744.29 | 33.23 | -0.05% |
| NZX 50 Index | 13,760.39 | 10.79 | 0.08% |
| S&P 500 | 7,718.94 | 86.51 | -1.11% |
| S&P/ASX 200 | 8,727.90 | 56.00 | -0.64% |
| SSE Composite Index | 3,767.23 | 33.64 | -0.88% |