Perennial Value Smaller Companies Trust
IOF0214AU
Perennial Value Smaller Companies Trust IOF0214AU Strategy
The Trust invests in a range of smaller listed companies predominantly outside the ASX Top 100 Index which Perennial Value, the investment manager, believes have sustainable operations and whose share price offers good value.
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 | 9,073.80 | 37.20 | -0.41% |
| CAC 40 | 8,126.53 | 55.17 | 0.68% |
| DAX 40 | 24,538.81 | 229.35 | 0.94% |
| Dow JONES (US) | 48,892.47 | 179.09 | -0.36% |
| FTSE 100 | 10,223.54 | 51.78 | 0.51% |
| HKSE | 26,906.71 | 480.40 | -1.75% |
| NASDAQ | 23,461.82 | 223.30 | -0.94% |
| Nikkei 225 | 53,482.90 | 160.05 | 0.30% |
| NZX 50 Index | 13,434.65 | 11.47 | 0.09% |
| S&P 500 | 6,939.03 | 29.98 | -0.43% |
| S&P/ASX 200 | 8,782.50 | 38.60 | -0.44% |
| SSE Composite Index | 4,086.05 | 31.89 | -0.77% |