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Perpetual Select Investments Diversified

PER0248AU

Perpetual Select Investments Diversified PER0248AU Strategy

Invests into a diverse mix of assets(see "Investment guidelinesbelow) Tactical asset allocation strategies may be applied. This processinvolves the Fund adjusting its exposure to asset classes on a regular basis within the investment guidelines. Derivatives and exchange traded funds may be used in managing each asset class. The currency exposure of international assets is monitored andhedging strategies may be implemented (using derivatives) withthe aim of reducing the impact of adverse currency movements.
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

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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).
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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.
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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 7,369.50 17.20 -0.23%
CAC 40 7,435.99 49.00 0.66%
DAX 40 16,656.44 123.33 0.75%
Dow JONES (US) 36,054.43 70.13 -0.19%
FTSE 100 7,515.38 25.54 0.34%
HKSE 16,239.08 224.18 -1.36%
NASDAQ 14,146.71 83.20 -0.58%
Nikkei 225 32,899.94 545.96 -1.63%
NZX 50 Index 11,431.89 31.60 -0.28%
S&P 500 4,549.34 17.84 -0.39%
S&P/ASX 200 7,159.50 18.90 -0.26%
SSE Composite Index 2,960.33 8.60 -0.29%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.51 0.10 2.79%
Telstra Group Ltd TLS 3.84 0.01 -0.26%
Evolution Mining Ltd EVN 3.60 0.01 -0.14%
Santos Ltd STO 6.63 0.16 -2.29%
Scentre Group SCG 2.79 0.02 -0.54%
Qantas Airways Ltd QAN 5.52 0.01 0.09%
South32 Ltd S32 3.12 0.01 -0.16%
Insurance Australia Group Ltd IAG 5.94 0.08 -1.25%
Woodside Energy Group Ltd WDS 29.44 0.40 -1.34%
Northern Star Resources Ltd NST 12.53 0.02 0.16%