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 | 9,288.10 | 53.60 | 0.58% |
| CAC 40 | 8,081.54 | 24.91 | 0.31% |
| DAX 40 | 24,378.80 | 43.76 | -0.18% |
| Dow JONES (US) | 46,758.28 | 238.56 | 0.51% |
| FTSE 100 | 9,491.25 | 63.52 | 0.67% |
| HKSE | 27,140.92 | 146.20 | -0.54% |
| NASDAQ | 22,780.51 | 63.54 | -0.28% |
| Nikkei 225 | 45,769.50 | 832.77 | 1.85% |
| NZX 50 Index | 13,514.09 | 62.33 | 0.46% |
| S&P 500 | 6,715.79 | 0.44 | 0.01% |
| S&P/ASX 200 | 8,987.40 | 50.80 | 0.57% |
| SSE Composite Index | 3,882.78 | 20.25 | 0.52% |