Perpetual Geared Australian
PER0071AU
Perpetual Geared Australian PER0071AU Strategy
The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
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.
Perpetual Geared Australian News & Analysis
personal-finance
Should I lever up?
The role of borrowing in an investment portfolio, and products that offer it.
funds
No losers in sight: The best performing equity funds of 2021
Every open-ended equity fund in the Morningstar Australia universe had a positive return in FY 2021.
funds
Sustainable fund delivers chart-topping performance amid market turbulence
Equity funds have been hit hard in the Covid-19 sell-off, but it is those that avoided underperforming commodity-related companies, financials, and property fared the best.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 9,173.80 | 59.70 | -0.65% |
CAC 40 | 7,979.08 | 95.03 | 1.21% |
DAX 40 | 24,423.07 | 108.30 | 0.45% |
Dow JONES (US) | 44,830.98 | 80.84 | -0.18% |
FTSE 100 | 9,189.22 | 31.48 | 0.34% |
HKSE | 25,122.90 | 53.95 | -0.21% |
NASDAQ | 21,324.41 | 305.37 | -1.41% |
Nikkei 225 | 43,546.29 | 168.02 | -0.38% |
NZX 50 Index | 12,928.68 | 41.96 | -0.32% |
S&P 500 | 6,405.53 | 43.62 | -0.68% |
S&P/ASX 200 | 8,896.20 | 63.10 | -0.70% |
SSE Composite Index | 3,727.29 | 0.74 | -0.02% |