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 | 9,148.80 | 3.70 | -0.04% |
| CAC 40 | 7,896.93 | 71.69 | 0.92% |
| DAX 40 | 23,748.86 | 50.71 | 0.21% |
| Dow JONES (US) | 45,883.45 | 49.23 | 0.11% |
| FTSE 100 | 9,277.03 | 6.26 | -0.07% |
| HKSE | 26,486.68 | 40.12 | 0.15% |
| NASDAQ | 22,348.75 | 207.64 | 0.94% |
| Nikkei 225 | 44,931.45 | 163.33 | 0.36% |
| NZX 50 Index | 13,234.89 | 26.58 | 0.20% |
| S&P 500 | 6,615.28 | 30.99 | 0.47% |
| S&P/ASX 200 | 8,875.60 | 5.10 | -0.06% |
| SSE Composite Index | 3,860.78 | 0.28 | 0.01% |