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 | 9,025.40 | 12.80 | 0.14% |
| CAC 40 | 7,962.48 | 7.52 | -0.09% |
| DAX 40 | 25,818.75 | 220.93 | -0.85% |
| Dow JONES (US) | 51,966.77 | 375.79 | -0.72% |
| FTSE 100 | 10,736.14 | 14.07 | 0.13% |
| HKSE | 23,294.42 | 335.77 | 1.46% |
| NASDAQ | 25,491.85 | 692.88 | -2.65% |
| Nikkei 225 | 63,290.11 | 1,369.36 | -2.12% |
| NZX 50 Index | 13,797.00 | 86.83 | 0.63% |
| S&P 500 | 7,597.47 | 122.92 | -1.59% |
| S&P/ASX 200 | 8,908.10 | 16.30 | 0.18% |
| SSE Composite Index | 3,599.02 | 52.42 | -1.44% |