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%
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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
Listed Investment Companies monthly performance: December 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,204.60 | 56.50 | 0.62% |
| CAC 40 | 8,262.16 | 82.66 | 1.01% |
| DAX 40 | 24,603.04 | 177.75 | -0.72% |
| Dow JONES (US) | 49,312.05 | 71.06 | 0.14% |
| FTSE 100 | 10,463.20 | 148.61 | 1.44% |
| HKSE | 26,847.32 | 12.55 | 0.05% |
| NASDAQ | 22,824.21 | 430.97 | -1.85% |
| Nikkei 225 | 54,293.36 | 427.30 | -0.78% |
| NZX 50 Index | 13,467.29 | 54.85 | 0.41% |
| S&P 500 | 6,867.36 | 50.45 | -0.73% |
| S&P/ASX 200 | 8,927.80 | 75.50 | 0.85% |
| SSE Composite Index | 4,102.20 | 34.46 | 0.85% |