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 Ordinaries9,128.7018.100.20%
CAC 407,825.241.720.02%
DAX 4023,698.155.50-0.02%
Dow JONES (US)45,834.22273.78-0.59%
FTSE 1009,283.2914.29-0.15%
HKSE26,388.16301.841.16%
NASDAQ22,141.1098.030.44%
Nikkei 22544,768.12395.620.89%
NZX 50 Index13,227.901.25-0.01%
S&P 5006,584.293.18-0.05%
S&P/ASX 2008,864.9022.000.25%
SSE Composite Index3,870.604.71-0.12%

Market Movers