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
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 | 8,871.20 | 21.90 | 0.25% |
| CAC 40 | 8,090.28 | 27.50 | -0.34% |
| DAX 40 | 25,402.28 | 38.53 | -0.15% |
| Dow JONES (US) | 52,093.11 | 328.09 | -0.63% |
| FTSE 100 | 10,658.13 | 39.44 | -0.37% |
| HKSE | 24,689.11 | 21.87 | 0.09% |
| NASDAQ | 25,981.57 | 204.84 | -0.78% |
| Nikkei 225 | 63,809.33 | 325.23 | 0.51% |
| NZX 50 Index | 13,622.72 | 138.50 | 1.03% |
| S&P 500 | 7,585.73 | 34.25 | -0.45% |
| S&P/ASX 200 | 8,693.30 | 20.80 | 0.24% |
| SSE Composite Index | 3,891.07 | 26.79 | 0.69% |