Perpetual ESG Real Return
PER0761AU
Perpetual ESG Real Return PER0761AU Strategy
The fund will be a diversified portfolio of assets that are selected based on a range of sustainable, ethical and financial criteria. The fund will seek to avoid those assets that do not meet stated screening guidelines.
Asset allocation:
Cash: 0-100%
Fixed Income & Credit: 0-100%
Australian Equities: 0-50%
International Equities: 0-50%
Commodities: 0-15%
Property: 0-15%
Other Investments: 0-15%
"
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.
Funds News & Analysis
funds
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
funds
6 Investment Lessons from legendary fund manager
Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,063.80 | 36.20 | 0.40% |
| CAC 40 | 8,406.06 | 33.78 | 0.40% |
| DAX 40 | 25,361.03 | 262.03 | 1.04% |
| Dow JONES (US) | 52,210.08 | 262.83 | 0.51% |
| FTSE 100 | 10,781.75 | 45.52 | 0.42% |
| HKSE | 25,207.18 | 243.95 | 0.98% |
| NASDAQ | 24,932.08 | 43.74 | -0.18% |
| Nikkei 225 | 64,931.19 | 320.04 | 0.50% |
| NZX 50 Index | 13,850.69 | 78.40 | 0.57% |
| S&P 500 | 7,413.18 | 1.20 | 0.02% |
| S&P/ASX 200 | 8,894.00 | 36.10 | 0.41% |
| SSE Composite Index | 3,858.25 | 44.05 | 1.15% |