Perpetual WFIA-Perpetual ESG AU Share

PER0491AU

Perpetual WFIA-Perpetual ESG AU Share PER0491AU 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 in the case of industrial shares, recurring earnings.
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: September 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).
funds

Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,379.7042.40-0.50%
CAC 407,409.1158.740.80%
DAX 4019,254.97177.430.93%
Dow JONES (US)42,052.19288.730.69%
FTSE 1008,177.1567.050.83%
HKSE20,506.43189.100.93%
NASDAQ18,239.92144.770.80%
Nikkei 22538,053.671,027.58-2.63%
NZX 50 Index12,559.2879.62-0.63%
S&P 5005,728.8023.350.41%
S&P/ASX 2008,118.8041.20-0.50%
SSE Composite Index3,272.017.81-0.24%

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