Perpetual Smaller Companies
PER0048AU
Perpetual Smaller Companies PER0048AU Strategy
The fund aims to: -provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index -outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
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.
Perpetual Smaller Companies News & Analysis
funds
Fund spy: High cash balances hinder fund performance
Historically low interest rates have dented the reputation of cash as a financial security blanket.
funds
Fund spy: Small-cap funds that went from worst to first
As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and focus on the outperformers.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,917.10 | 81.90 | -0.91% |
| CAC 40 | 7,546.16 | 225.81 | -2.91% |
| DAX 40 | 23,425.97 | 639.50 | -2.66% |
| Dow JONES (US) | 43,588.58 | 542.40 | -1.23% |
| FTSE 100 | 9,068.58 | 64.23 | -0.70% |
| HKSE | 24,507.81 | 265.52 | -1.07% |
| NASDAQ | 20,650.13 | 472.31 | -2.24% |
| Nikkei 225 | 40,799.60 | 270.22 | -0.66% |
| NZX 50 Index | 12,729.40 | 94.34 | -0.74% |
| S&P 500 | 6,238.01 | 101.38 | -1.60% |
| S&P/ASX 200 | 8,662.00 | 80.80 | -0.92% |
| SSE Composite Index | 3,559.95 | 13.26 | -0.37% |