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 | 8,976.80 | 20.70 | 0.23% |
| CAC 40 | 7,985.70 | 70.34 | 0.89% |
| DAX 40 | 23,613.58 | 355.05 | -1.48% |
| Dow JONES (US) | 47,857.06 | 116.26 | 0.24% |
| FTSE 100 | 10,320.00 | 92.24 | -0.89% |
| HKSE | 25,898.76 | 61.14 | -0.24% |
| NASDAQ | 22,697.10 | 1.16 | 0.01% |
| Nikkei 225 | 55,025.37 | 776.98 | 1.43% |
| NZX 50 Index | 13,293.13 | 194.30 | 1.48% |
| S&P 500 | 6,807.19 | 11.20 | 0.16% |
| S&P/ASX 200 | 8,743.50 | 19.40 | 0.22% |
| SSE Composite Index | 4,133.43 | 10.29 | 0.25% |