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

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.
funds

Chart of the Week: The resounding impact of fees on your fund’s success

An updated look at the enduring predictive power of fees.
funds

Listed Investment Companies monthly performance: March 2026

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 Ordinaries8,855.9079.60-0.89%
CAC 408,218.2426.05-0.32%
DAX 4024,759.05185.90-0.75%
Dow JONES (US)50,866.78695.15-1.35%
FTSE 10010,368.057.730.07%
HKSE24,961.95291.45-1.15%
NASDAQ25,709.431,121.53-4.18%
Nikkei 22566,588.12882.57-1.31%
NZX 50 Index12,966.53195.44-1.48%
S&P 5007,383.74200.57-2.64%
S&P/ASX 2008,625.1080.00-0.92%
SSE Composite Index4,027.7430.04-0.74%

Market Movers