Perpetual Balanced Growth
PER0063AU
Perpetual Balanced Growth PER0063AU Strategy
The fund aims to- provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments -outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types 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.
Funds News & Analysis
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Listed Investment Companies monthly performance: November 2024
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Listed Investment Companies monthly performance: October 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,656.60 | 62.20 | 0.72% |
| CAC 40 | 7,733.50 | 23.75 | 0.31% |
| DAX 40 | 20,990.31 | 86.92 | 0.42% |
| Dow JONES (US) | 43,487.83 | 334.70 | 0.78% |
| FTSE 100 | 8,520.54 | 15.32 | 0.18% |
| HKSE | 20,149.36 | 223.55 | 1.12% |
| NASDAQ | 19,630.20 | 291.91 | 1.51% |
| Nikkei 225 | 38,939.30 | 36.80 | 0.09% |
| NZX 50 Index | 13,052.90 | 35.41 | -0.27% |
| S&P 500 | 5,996.66 | 59.32 | 1.00% |
| S&P/ASX 200 | 8,405.60 | 58.20 | 0.70% |
| SSE Composite Index | 3,249.85 | 5.48 | 0.17% |