Perpetual WFIA-Perpetual Dvrsfd Real Rt
PER0739AU
Perpetual WFIA-Perpetual Dvrsfd Real Rt PER0739AU Strategy
The fund will invest in a diversified range of asset classes which are weighted according to the level of risk they contribute to the portfolio. Assets are managed to effectively diversify these risk exposures. The combination of assets held by the fund at any time are those which we believe provide the greatest probability of achieving the target return over rolling five year periods. The funds asset allocation is actively managed to respond to changing market conditions and/or to take advantage of new opportunities.
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 | 7,405.60 | 20.90 | 0.28% |
| CAC 40 | 7,428.52 | 7.47 | -0.10% |
| DAX 40 | 16,628.99 | 27.45 | -0.16% |
| Dow JONES (US) | 36,117.38 | 62.95 | 0.17% |
| FTSE 100 | 7,513.72 | 1.66 | -0.02% |
| HKSE | 16,328.60 | 17.29 | -0.11% |
| NASDAQ | 14,339.99 | 193.28 | 1.37% |
| Nikkei 225 | 32,307.86 | 550.45 | -1.68% |
| NZX 50 Index | 11,495.64 | 0.97 | -0.01% |
| S&P 500 | 4,585.59 | 36.25 | 0.80% |
| S&P/ASX 200 | 7,194.90 | 21.60 | 0.30% |
| SSE Composite Index | 2,969.56 | 3.35 | 0.11% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 3.71 | 0.13 | 3.63% |
| Santos Ltd STO | 7.25 | 0.42 | 6.15% |
| Telstra Group Ltd TLS | 3.84 | 0.00 | 0.00% |
| Evolution Mining Ltd EVN | 3.60 | 0.05 | -1.37% |
| Stockland Corp Ltd SGP | 4.19 | 0.01 | 0.24% |
| South32 Ltd S32 | 3.13 | 0.00 | 0.00% |
| Scentre Group SCG | 2.79 | 0.00 | 0.00% |
| Orora Ltd ORA | 2.64 | 0.07 | 2.72% |
| Mirvac Group MGR | 2.11 | 0.00 | 0.00% |
| Woodside Energy Group Ltd WDS | 29.81 | 0.16 | -0.53% |