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
New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds
The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
funds
The index fund turns 50: How Jack Bogle changed investing forever
Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,923.90 | 3.70 | 0.04% |
| CAC 40 | 8,117.78 | 61.99 | -0.76% |
| DAX 40 | 25,440.81 | 127.75 | -0.50% |
| Dow JONES (US) | 52,421.20 | 152.09 | -0.29% |
| FTSE 100 | 10,697.57 | 47.13 | 0.44% |
| HKSE | 24,917.60 | 111.97 | 0.45% |
| NASDAQ | 26,186.41 | 146.62 | -0.56% |
| Nikkei 225 | 63,492.99 | 518.35 | -0.81% |
| NZX 50 Index | 13,510.03 | 50.66 | -0.37% |
| S&P 500 | 7,619.98 | 37.00 | -0.48% |
| S&P/ASX 200 | 8,749.90 | 8.70 | 0.10% |
| SSE Composite Index | 3,885.33 | 2.78 | -0.07% |