Perpetual's - Australian Share Fund

PER0281AU

Perpetual's - Australian Share Fund PER0281AU Strategy

Invests in a diversified portfolio across the broad spectrum of companies listed on the Australian Stock Exchange. It is the policy of the Fund to be at least 90% invested in listed shares. The benchmark for the Fund is the All Ordinaries Accumulation Index.
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

Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds

Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds

Listed Investment Companies monthly performance: August 2024

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).

Morningstar Investment Ideas

Markets

Index
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All Ordinaries8,416.6057.70-0.68%
CAC 407,541.3663.580.85%
DAX 4019,120.93105.520.55%
Dow JONES (US)42,352.75341.160.81%
FTSE 1008,280.631.89-0.02%
HKSE22,736.87623.362.82%
NASDAQ18,137.85219.371.22%
Nikkei 22538,635.6283.560.22%
NZX 50 Index12,619.9447.280.38%
S&P 5005,751.0751.130.90%
S&P/ASX 2008,150.0055.20-0.67%
SSE Composite Index3,336.50248.978.06%

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