Perennial Value Shares Wholesale Trust
IOF0206AU
Perennial Value Shares Wholesale Trust IOF0206AU Strategy
The fund invests in a range of companies listed (or soon to be listed) on the ASX which Perennial Value, the investment manager, believes have sustainable operations and whose share prices offer good value. The portfolio will hold in the range of 20–70 stocks.
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
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
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).
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,550.30 | 36.60 | -0.43% |
| CAC 40 | 7,431.12 | 10.18 | 0.14% |
| DAX 40 | 20,447.61 | 21.34 | 0.10% |
| Dow JONES (US) | 43,914.12 | 234.44 | -0.53% |
| FTSE 100 | 8,314.99 | 3.23 | 0.04% |
| HKSE | 19,971.24 | 425.81 | -2.09% |
| NASDAQ | 19,902.84 | 132.05 | -0.66% |
| Nikkei 225 | 39,470.44 | 378.70 | -0.95% |
| NZX 50 Index | 12,754.26 | 61.54 | 0.48% |
| S&P 500 | 6,051.25 | 32.94 | -0.54% |
| S&P/ASX 200 | 8,296.00 | 34.30 | -0.41% |
| SSE Composite Index | 3,391.88 | 69.62 | -2.01% |