Perpetual WFIA-Perpetual Small Coms
PER0039AU
Perpetual WFIA-Perpetual Small Coms PER0039AU Strategy
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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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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,694.60 | 61.20 | 0.71% |
| CAC 40 | 7,906.40 | 51.48 | 0.66% |
| DAX 40 | 21,505.70 | 77.46 | 0.36% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,570.77 | 12.79 | -0.15% |
| HKSE | 20,659.34 | 130.62 | -0.63% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,746.44 | 51.93 | -0.13% |
| NZX 50 Index | 12,828.55 | 76.49 | -0.59% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,427.00 | 53.00 | 0.63% |
| SSE Composite Index | 3,238.85 | 11.75 | -0.36% |