Morningstar Investor users sign in here.

ANZ OA IP-Perpetual Australian Shares NE

ANZ0391AU

ANZ OA IP-Perpetual Australian Shares NE ANZ0391AU Strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings. Derivatives may be used in managing the fund.
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.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: October 2023

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,245.80 22.70 0.31%
CAC 40 7,267.64 17.51 0.24%
DAX 40 16,166.45 173.78 1.09%
Dow JONES (US) 35,430.42 13.44 0.04%
FTSE 100 7,423.46 31.78 -0.43%
HKSE 16,993.44 360.70 -2.08%
NASDAQ 14,258.49 23.27 -0.16%
Nikkei 225 33,321.22 87.17 -0.26%
NZX 50 Index 11,202.38 33.56 -0.30%
S&P 500 4,550.58 4.31 -0.09%
S&P/ASX 200 7,035.30 20.10 0.29%
SSE Composite Index 3,021.69 16.87 -0.56%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.56 0.02 -0.56%
Telstra Group Ltd TLS 3.78 0.00 0.00%
South32 Ltd S32 3.06 0.04 -1.29%
Cettire Ltd CTT 3.45 0.07 2.07%
Scentre Group SCG 2.63 0.06 2.33%
Ventia Services Group Ltd VNT 2.91 0.02 0.69%
Stockland Corp Ltd SGP 4.07 0.05 1.24%
Santos Ltd STO 6.94 0.06 -0.86%
Aurizon Holdings Ltd AZJ 3.55 0.06 -1.66%
Evolution Mining Ltd EVN 4.07 0.21 5.44%