Perpetual WFIA-Morningstar Growth Rl Rt
PER0480AU
Perpetual WFIA-Morningstar Growth Rl Rt PER0480AU Strategy
The fund invests in a mix of assets across various traditional and alternative asset classes which are managed within a multi-manager framework and/or investments in registered managed investment schemes with similar asset classes and/or mandates with similar asset classes and/or through the use of derivatives to gain exposure to similar asset classes and/or foreign currencies and exchange traded funds for dynamic asset allocation and hedging purposes.
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.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
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 | 11,226.47 | 9.47 | -0.08% |
| 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% |