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 | 9,272.10 | 24.40 | -0.26% |
CAC 40 | 8,060.13 | 85.28 | 1.07% |
DAX 40 | 24,597.13 | 211.35 | 0.87% |
Dow JONES (US) | 46,601.78 | 1.20 | -0.00% |
FTSE 100 | 9,548.87 | 65.29 | 0.69% |
HKSE | 26,804.26 | 25.20 | -0.09% |
NASDAQ | 23,043.38 | 255.02 | 1.12% |
Nikkei 225 | 48,405.93 | 670.94 | 1.41% |
NZX 50 Index | 13,507.20 | 61.28 | -0.45% |
S&P 500 | 6,753.72 | 39.13 | 0.58% |
S&P/ASX 200 | 8,968.70 | 26.30 | -0.29% |
SSE Composite Index | 3,928.17 | 45.39 | 1.17% |