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 | 8,906.70 | 9.80 | -0.11% |
| CAC 40 | 8,128.83 | 41.41 | 0.51% |
| DAX 40 | 23,891.46 | 197.75 | 0.83% |
| Dow JONES (US) | 47,882.90 | 408.44 | 0.86% |
| FTSE 100 | 9,707.79 | 15.72 | 0.16% |
| HKSE | 25,935.90 | 175.17 | 0.68% |
| NASDAQ | 23,454.09 | 40.42 | 0.17% |
| Nikkei 225 | 51,028.42 | 1,163.74 | 2.33% |
| NZX 50 Index | 13,515.62 | 66.92 | -0.49% |
| S&P 500 | 6,849.72 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,618.40 | 0.40 | -0.00% |
| SSE Composite Index | 3,875.79 | 2.21 | -0.06% |