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 | 8,976.80 | 20.70 | 0.23% |
| CAC 40 | 8,041.81 | 15.55 | -0.19% |
| DAX 40 | 23,640.03 | 328.60 | -1.37% |
| Dow JONES (US) | 47,417.27 | 289.24 | -0.61% |
| FTSE 100 | 10,353.77 | 58.47 | -0.56% |
| HKSE | 25,898.76 | 61.14 | -0.24% |
| NASDAQ | 22,716.13 | 19.03 | 0.08% |
| Nikkei 225 | 55,025.37 | 776.98 | 1.43% |
| NZX 50 Index | 13,266.02 | 171.65 | 1.31% |
| S&P 500 | 6,775.80 | 5.68 | -0.08% |
| S&P/ASX 200 | 8,743.50 | 19.40 | 0.22% |
| SSE Composite Index | 4,133.43 | 10.29 | 0.25% |