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 | 8,887.60 | 17.10 | 0.19% |
| CAC 40 | 7,980.81 | 91.32 | -1.13% |
| DAX 40 | 23,869.07 | 85.49 | -0.36% |
| Dow JONES (US) | 48,861.81 | 280.12 | -0.57% |
| FTSE 100 | 10,232.25 | 19.14 | 0.19% |
| HKSE | 25,770.67 | 341.17 | -1.31% |
| NASDAQ | 24,673.24 | 9.44 | 0.04% |
| Nikkei 225 | 59,284.92 | 632.54 | -1.06% |
| NZX 50 Index | 12,903.31 | 133.01 | 1.04% |
| S&P 500 | 7,135.95 | 2.85 | -0.04% |
| S&P/ASX 200 | 8,665.80 | 25.60 | 0.30% |
| SSE Composite Index | 4,112.16 | 4.65 | 0.11% |