Perpetual Select Investments Diversified
PER0248AU
Perpetual Select Investments Diversified PER0248AU Strategy
The Fund has the following key attributes: • It aims to outperform a composite benchmark (before fees and tax) reflecting the target allocations at any time to the various asset types, over rolling three-year periods. It also aims to outperform the CPI by 1.00% (before fees and tax) over rolling three-year periods. • Aims to pay income on a quarterly basis given the Fund’s investment universe.
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
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Listed Investment Companies monthly performance: February 2026
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,683.90 | 11.50 | 0.13% |
| CAC 40 | 7,811.43 | 38.98 | 0.50% |
| DAX 40 | 22,716.40 | 153.52 | 0.68% |
| Dow JONES (US) | 45,216.14 | 49.50 | 0.11% |
| FTSE 100 | 10,196.67 | 68.71 | 0.68% |
| HKSE | 24,788.14 | 37.35 | 0.15% |
| NASDAQ | 20,794.64 | 153.72 | -0.73% |
| Nikkei 225 | 51,063.72 | 822.13 | -1.58% |
| NZX 50 Index | 12,912.11 | 163.19 | 1.28% |
| S&P 500 | 6,343.72 | 25.13 | -0.39% |
| S&P/ASX 200 | 8,481.80 | 4.60 | 0.05% |
| SSE Composite Index | 3,891.86 | 31.43 | -0.80% |