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 | 9,293.20 | 45.10 | -0.48% |
| CAC 40 | 8,212.73 | 24.14 | 0.29% |
| DAX 40 | 23,979.92 | 292.27 | -1.20% |
| Dow JONES (US) | 46,084.27 | 132.03 | 0.29% |
| FTSE 100 | 9,377.18 | 58.91 | -0.62% |
| HKSE | 25,247.10 | 641.41 | -2.48% |
| NASDAQ | 22,612.54 | 50.01 | 0.22% |
| Nikkei 225 | 47,582.15 | 695.59 | -1.44% |
| NZX 50 Index | 13,289.21 | 99.89 | -0.75% |
| S&P 500 | 6,643.90 | 14.83 | 0.22% |
| S&P/ASX 200 | 8,995.30 | 34.70 | -0.38% |
| SSE Composite Index | 3,839.76 | 76.47 | -1.95% |