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 | 9,113.40 | 6.40 | 0.07% |
| CAC 40 | 8,195.40 | 64.20 | -0.78% |
| DAX 40 | 23,575.28 | 228.67 | -0.96% |
| Dow JONES (US) | 47,916.57 | 269.23 | -0.56% |
| FTSE 100 | 10,561.53 | 39.00 | -0.37% |
| HKSE | 25,660.85 | 232.69 | -0.90% |
| NASDAQ | 22,902.89 | 80.48 | 0.35% |
| Nikkei 225 | 56,502.77 | 421.34 | -0.74% |
| NZX 50 Index | 13,020.18 | 161.26 | -1.22% |
| S&P 500 | 6,816.89 | 7.77 | -0.11% |
| S&P/ASX 200 | 8,926.00 | 14.20 | 0.16% |
| SSE Composite Index | 3,988.56 | 2.33 | 0.06% |