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 Ordinaries9,063.8036.200.40%
CAC 408,406.0633.780.40%
DAX 4025,361.03262.031.04%
Dow JONES (US)52,197.54250.290.48%
FTSE 10010,781.7545.520.42%
HKSE25,207.18243.950.98%
NASDAQ24,959.8915.94-0.06%
Nikkei 22564,931.19320.040.50%
NZX 50 Index13,850.6978.400.57%
S&P 5007,419.287.300.10%
S&P/ASX 2008,894.0036.100.41%
SSE Composite Index3,858.2544.051.15%

Market Movers