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: July 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
Listed Investment Companies monthly performance: June 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 | 9,225.00 | 16.60 | -0.18% |
| CAC 40 | 7,743.93 | 34.12 | 0.44% |
| DAX 40 | 24,046.21 | 106.66 | -0.44% |
| Dow JONES (US) | 45,565.23 | 147.16 | 0.32% |
| FTSE 100 | 9,255.50 | 10.30 | -0.11% |
| HKSE | 25,201.76 | 323.16 | -1.27% |
| NASDAQ | 21,590.14 | 45.87 | 0.21% |
| Nikkei 225 | 42,566.38 | 46.11 | 0.11% |
| NZX 50 Index | 12,862.79 | 0.95 | 0.01% |
| S&P 500 | 6,481.40 | 15.46 | 0.24% |
| S&P/ASX 200 | 8,960.80 | 9.70 | -0.11% |
| SSE Composite Index | 3,800.35 | 68.03 | -1.76% |