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 | 8,649.20 | 82.20 | 0.96% |
| CAC 40 | 7,213.32 | 14.87 | 0.21% |
| DAX 40 | 19,146.17 | 141.39 | 0.74% |
| Dow JONES (US) | 43,870.35 | 461.88 | 1.06% |
| FTSE 100 | 8,149.27 | 64.20 | 0.79% |
| HKSE | 19,563.58 | 37.53 | -0.19% |
| NASDAQ | 18,972.42 | 6.28 | 0.03% |
| Nikkei 225 | 38,386.40 | 360.23 | 0.95% |
| NZX 50 Index | 13,023.44 | 258.20 | 2.02% |
| S&P 500 | 5,948.71 | 31.60 | 0.53% |
| S&P/ASX 200 | 8,406.40 | 83.40 | 1.00% |
| SSE Composite Index | 3,353.54 | 16.87 | -0.50% |