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 | 8,745.30 | 66.70 | 0.77% |
| CAC 40 | 7,856.85 | 112.93 | 1.46% |
| DAX 40 | 23,014.19 | 377.28 | 1.67% |
| Dow JONES (US) | 46,124.06 | 84.41 | -0.18% |
| FTSE 100 | 10,090.27 | 125.11 | 1.26% |
| HKSE | 25,335.95 | 272.24 | 1.09% |
| NASDAQ | 21,761.89 | 184.87 | -0.84% |
| Nikkei 225 | 53,749.62 | 1,497.34 | 2.87% |
| NZX 50 Index | 12,929.30 | 227.55 | 1.79% |
| S&P 500 | 6,556.37 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,534.30 | 45.70 | 0.54% |
| SSE Composite Index | 3,931.84 | 50.56 | 1.30% |