Morningstar Investor users sign in here.

Perpetual Concentrated Equity

PER0102AU

Perpetual Concentrated Equity PER0102AU Strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. The Fund's investment portfolio will typically consist of between 20 and 45 stocks.
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

Listed Investment Companies monthly performance: April 2024

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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,962.20 12.60 -0.16%
CAC 40 7,503.27 204.75 -2.66%
DAX 40 18,002.02 263.66 -1.44%
Dow JONES (US) 38,589.16 57.94 -0.15%
FTSE 100 8,146.86 16.81 -0.21%
HKSE 17,832.31 109.47 -0.61%
NASDAQ 17,688.88 21.32 0.12%
Nikkei 225 37,958.70 855.86 -2.21%
NZX 50 Index 11,770.70 94.19 -0.79%
S&P 500 5,431.60 2.14 -0.04%
S&P/ASX 200 7,716.50 7.80 -0.10%
SSE Composite Index 3,018.52 14.11 -0.47%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.46 0.02 3.37%
Core Lithium Ltd CXO 0.09 0.01 -7.07%
Pilbara Minerals Ltd PLS 3.16 0.09 -2.62%
Sayona Mining Ltd SYA 0.04 0.00 -1.39%
Droneshield Ltd DRO 1.37 0.09 -6.01%
Tabcorp Holdings Ltd TAH 0.65 0.01 -1.15%
GQG Partners Inc GQG 2.68 0.08 -2.90%
Alligator Energy Ltd AGE 0.05 0.00 -5.45%
Botanix Pharmaceuticals Ltd BOT 0.35 0.02 4.55%
De Grey Mining Ltd DEG 1.04 0.03 2.97%