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 | 8,855.90 | 79.60 | -0.89% |
| CAC 40 | 8,161.42 | 56.82 | -0.69% |
| DAX 40 | 24,551.81 | 207.24 | -0.84% |
| Dow JONES (US) | 50,866.78 | 695.15 | -1.35% |
| FTSE 100 | 10,339.63 | 28.42 | -0.27% |
| HKSE | 24,629.79 | 332.16 | -1.33% |
| NASDAQ | 25,709.43 | 1,121.53 | -4.18% |
| Nikkei 225 | 64,024.60 | 2,563.52 | -3.85% |
| NZX 50 Index | 13,038.24 | 123.73 | -0.94% |
| S&P 500 | 7,383.74 | 200.57 | -2.64% |
| S&P/ASX 200 | 8,625.10 | 80.00 | -0.92% |
| SSE Composite Index | 3,959.34 | 68.40 | -1.70% |