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 Ordinaries8,926.1019.300.22%
CAC 408,114.747.29-0.09%
DAX 4024,028.14146.110.61%
Dow JONES (US)47,954.99104.050.22%
FTSE 1009,667.0143.86-0.45%
HKSE26,085.08149.180.58%
NASDAQ23,578.1372.990.31%
Nikkei 22550,491.87536.55-1.05%
NZX 50 Index13,483.9931.63-0.23%
S&P 5006,870.4013.280.19%
S&P/ASX 2008,634.6020.500.24%
SSE Composite Index3,902.8127.010.70%

Market Movers