Perpetual WFS-Perpetual Conservative
PER0018AU
Perpetual WFS-Perpetual Conservative PER0018AU Strategy
Invests in a diverse mix of assets such as Australian and international shares; fixed interest; property securities; mortgages and cash. TAA strategies may be applied to Australian shares; Australian fixed interest and cash. PIIML manages the international share component. PJF manages the property securities component. Investment guidelines: Australia shares 10-30%; international shares 0-10%; property securities 0-10%; fixed interest 25-55%; mezzanine mortgages 0-10%; cash 15-45%.
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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,780.30 | 4.80 | -0.05% |
| CAC 40 | 8,007.62 | 115.94 | 1.47% |
| DAX 40 | 21,902.42 | 316.49 | 1.47% |
| Dow JONES (US) | 44,747.63 | 125.65 | -0.28% |
| FTSE 100 | 8,727.28 | 103.99 | 1.21% |
| HKSE | 21,125.00 | 233.38 | 1.12% |
| NASDAQ | 19,791.99 | 99.66 | 0.51% |
| Nikkei 225 | 38,871.28 | 195.25 | -0.50% |
| NZX 50 Index | 12,902.19 | 57.60 | 0.45% |
| S&P 500 | 6,083.57 | 22.09 | 0.36% |
| S&P/ASX 200 | 8,511.40 | 9.30 | -0.11% |
| SSE Composite Index | 3,317.23 | 46.57 | 1.42% |