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 | 8,738.30 | 118.30 | -1.34% |
| CAC 40 | 7,967.93 | 151.09 | -1.86% |
| DAX 40 | 23,173.05 | 417.47 | -1.77% |
| Dow JONES (US) | 46,269.92 | 320.32 | -0.69% |
| FTSE 100 | 9,552.30 | 123.13 | -1.27% |
| HKSE | 25,930.03 | 454.25 | -1.72% |
| NASDAQ | 22,562.93 | 145.14 | -0.64% |
| Nikkei 225 | 48,702.98 | 1,620.93 | -3.22% |
| NZX 50 Index | 13,342.82 | 156.22 | -1.16% |
| S&P 500 | 6,649.32 | 23.09 | -0.35% |
| S&P/ASX 200 | 8,469.10 | 109.70 | -1.28% |
| SSE Composite Index | 3,939.81 | 32.22 | -0.81% |