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 | 8,980.50 | 31.60 | -0.35% |
| CAC 40 | 8,112.57 | 89.51 | -1.09% |
| DAX 40 | 24,338.63 | 324.98 | -1.32% |
| Dow JONES (US) | 49,609.16 | 12.19 | 0.02% |
| FTSE 100 | 10,233.07 | 43.88 | -0.43% |
| HKSE | 26,393.71 | 232.57 | -0.87% |
| NASDAQ | 26,247.08 | 440.88 | 1.71% |
| Nikkei 225 | 62,713.65 | 120.19 | -0.19% |
| NZX 50 Index | 13,175.13 | 95.48 | -0.72% |
| S&P 500 | 7,398.93 | 61.82 | 0.84% |
| S&P/ASX 200 | 8,744.40 | 36.40 | -0.41% |
| SSE Composite Index | 4,179.95 | 0.14 | -0.00% |